Other · DOL Form 5500 · 2023

Brewster Academy Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
157
Participants Small participant base
79th
Percentile by assets National rank
$192,126
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brewster Academy Retirement Plan · Sponsored by Brewster Academy · New Hampshire · Educational Services

$30M in assets, 157 participants

Brewster Academy's Brewster Academy Retirement Plan reported $30M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,406 in Educational Services (3,735 peers)

Where Brewster Academy Retirement Plan sits by assets

Brewster Academy Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 157 participants (~$192,126/participant), up 13.9% in 2023.

#2,406
in Educational Services (3,735 peers)
+13.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Brewster Academy Retirement Plan's outsized position by total assets

Brewster Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,163,707 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Brewster Academy Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brewster Academy Retirement Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brewster Academy Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brewster Academy Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Brewster Academy Retirement Plan reported participants fell from 177 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020223317 · Brewster Academy PY 2023 · Other

Brewster Academy Retirement Plan · $30M · 157 · 79th

  • PCT $30M
  • EIN 157
  • RANK 79th
  • PHOTO Other
  • IND near Waterford Institute, Inc. Defined Contribution Ret
  • EOY ind #2406

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New Hampshire →

Brewster Academy Retirement Plan in the asset neighbourhood

Westminster College 403(b) Retirement AccountWestminster College 403(b) R…$30MWaterford Institute, Inc. Defined Contribution RetWaterford Institute, Inc. De…$30MBrewster Academy Retirement PlanBrewster Academy Retirement …$30MRocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$30MPalo Alto University, Inc. Combined 403(b) PlanPalo Alto University, Inc. C…$30M
End-of-year total assets ($M) among Brewster Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN020223317
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brewster Academy)

Sponsor-wide plan assets over time

All Brewster Academy plans reported in each filing year

Latest sponsor-wide plan assets
$32M 21.384273462494967% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.5M $32.1M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 177 $26M
2023 1 157 $30M
2024 1 165 $32M

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

Brewster Academy Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Brewster Academy Retirement Plan, Total assets ($B): 0.030163707 · Participants: 157Brewster Academy Retirement PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Brewster Academy Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Brewster Academy Retirement Plan side-by-side with 3 peers →

Brewster Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Waterford Institute, Inc. Defined Contribution Ret in UT ($30M); by covered participants it is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brewster Academy Retirement Plan assets move in 2023? ▼
Brewster Academy Retirement Plan grew at a solid clip - up 13.9% during 2023, from $26M to $30M. Reported net income was $4M.
How have Brewster Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brewster Academy's sponsor-wide assets grew 21.4%, from $26M to $32M.
Where does Brewster Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Brewster Academy Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brewster Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Waterford Institute, Inc. Defined Contribution Ret in UT ($30M, 373 participants).
Which Other plans cover a similar participant headcount to Brewster Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mount Aloysius College Consolidated Retirement Pla in PA (157 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020223317.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.