Other · DOL Form 5500 · 2023
Brooks School Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 252
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $242,338
- Avg per participant Above avg balance/head
Official DOL plan name: Brooks School DC Retirement Plan · Sponsored by Brooks School · Massachusetts · Educational Services
$61M in assets, 252 participants
Brooks School's Brooks School DC Retirement Plan reported $61M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,903 in Educational Services (3,735 peers)
Coverage in Massachusetts
Brooks School DC Retirement Plan covers 252 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.
- #2,903
- in Educational Services (3,735 peers)
- +10.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Brooks School DC Retirement Plan's outsized position by total assets
Brooks School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,069,225 Top 13% higher than 87% 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
Brooks School DC 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. Brooks School DC Retirement Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brooks School DC Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Brooks School DC Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $61M in the plan year 2023 filing.
- Brooks School DC Retirement Plan reported participants rose from 248 in the plan year 2022 filing to 252 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042130844 · Brooks School PY 2023 · Other
Brooks School DC Retirement Plan · $61M · 252 · 87th
- PHOTO $61M
- PHOTO 252
- PHOTO 87th
- PHOTO Other
- PHOTO near Jdrf International 403b Retirement Savings Plan
- PHOTO ind #2903
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 Massachusetts →
Brooks School DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $6M |
| Employer EIN | 042130844 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brooks School)
Sponsor-wide plan assets over time
All Brooks School plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 21.150499915447455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $55M |
| 2023 | 1 | 252 | $61M |
| 2024 | 1 | 167 | $67M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Brooks School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Jdrf International 403b Retirement Savings Plan in NY ($61M); by covered participants it is 403(b) Thrift Plan of Presbyterian Children's Homes and Services in TX (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (252 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.