Other · DOL Form 5500 · 2023
Brunswick School Retirement Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 238
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $444,265
- Avg per participant High balance/head
Official DOL plan name: Brunswick School Defined Contribution Retirement Plan · Sponsored by Brunswick School · Connecticut · Educational Services
$106M in assets, 238 participants
Brunswick School's Brunswick School Defined Contribution Retirement Plan reported $106M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,196 in Educational Services (3,735 peers)
Coverage in Connecticut
Brunswick School Defined Contribution Retirement Plan covers 238 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $106M.
- #3,196
- in Educational Services (3,735 peers)
- +13.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Brunswick School Defined Contribution Retirement Plan's outsized position by total assets
Brunswick School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,734,978 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brunswick School Defined Contribution 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. Brunswick School Defined Contribution Retirement Plan sits mid-pack in the medium band (238 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brunswick School Defined Contribution Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Brunswick School Defined Contribution Retirement Plan end-of-year assets rose from $93M in the plan year 2022 filing to $106M in the plan year 2023 filing.
- Brunswick School Defined Contribution Retirement Plan reported participants rose from 228 in the plan year 2022 filing to 238 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 060646562 · Brunswick School PY 2023 · Other
Brunswick School Defined Contribution Retirement Plan · $106M · 238 · 92nd
- EBSA $106M
- PART 238
- TYPE 92nd
- NET Other
- BOOK near Knox College Retirement Plan
- VS-ST ind #3196
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 Connecticut →
Brunswick School Defined Contribution Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $13M |
| Employer EIN | 060646562 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brunswick School)
Sponsor-wide plan assets over time
All Brunswick School plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 26.102270392149173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $93M |
| 2023 | 1 | 238 | $106M |
| 2024 | 1 | 252 | $117M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Brunswick School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Knox College Retirement Plan in IL ($106M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan in TN (238 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Knox College Retirement Plan (IL) $106M · 336
- Calverthealth 403 (B) Plan (MD) $106M · 1,685
- The American Arbitration Association, Inc. Employee Savings and Retirement Plan (NY) $105M · 591
- Bloodworks Northwest Supplemental Retirement Account (WA) $105M · 519
Similar participant headcount
Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.
- Ridgeview Psychiatric Hospital and Center, Inc. 403(b) Plan (TN) 238 · 0 off
- Kindering Center 403(b) Plan (WA) 238 · 0 off
- Legal Aid Chicago Employee Contribution Plan (IL) 238 · 0 off
- Harbor's Edge Retirement Plan (VA) 238 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.