Other · DOL Form 5500 · 2023

Brentwood School Retirement Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
364
Participants Below avg headcount
91st
Percentile by assets National rank
$247,174
Avg per participant Above avg balance/head
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Official DOL plan name: Brentwood School Retirement Plan · Sponsored by Brentwood School · California · Educational Services

$90M in assets, 364 participants

Brentwood School's Brentwood School Retirement Plan reported $90M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,113 in Educational Services (3,735 peers)

Where Brentwood School Retirement Plan sits by assets

Brentwood School Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 364 participants (~$247,174/participant), up 15.1% in 2023.

#3,113
in Educational Services (3,735 peers)
+15.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Brentwood School Retirement Plan's outsized position by total assets

Brentwood School Retirement Plan vs every filed plan by assets

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

$89,971,247 Top 9% higher than 91% 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

Brentwood School 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. Brentwood School Retirement Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brentwood School Retirement Plan reported net income rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Brentwood School Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $90M in the plan year 2023 filing.
  • Brentwood School Retirement Plan reported participants fell from 383 in the plan year 2022 filing to 364 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951426236 · Brentwood School PY 2023 · Other

Brentwood School Retirement Plan · $90M · 364 · 91st

  • PHOTO $90M
  • PHOTO 364
  • PHOTO 91st
  • PHOTO Other
  • PHOTO near Misericordia University Tax-Deferred Annuity Retirement Plan
  • PHOTO ind #3113

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 California →

Brentwood School Retirement Plan in the asset neighbourhood

Gettysburg College Tax Deferred Annuity PlanGettysburg College Tax Defer…$91MThe Haverford School 403(b) PlanThe Haverford School 403(b) …$90MAlbany College of Pharmacy and Health Sciences 403(b) PlanAlbany College of Pharmacy a…$90MBrentwood School Retirement PlanBrentwood School Retirement …$90MMisericordia University Tax-Deferred Annuity Retirement PlanMisericordia University Tax-…$90M
End-of-year total assets ($M) among Brentwood School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$90M
Net Income$12M
Employer EIN951426236
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brentwood School)

Sponsor-wide plan assets over time

All Brentwood School plans reported in each filing year

Latest sponsor-wide plan assets
$100M 27.574885006404543% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.2M $99.8M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 383 $78M
2023 1 364 $90M
2024 1 374 $100M

Nearby Other Plans in California

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

Brentwood School Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Brentwood School Retirement Plan, Total assets ($B): 0.089971247 · Participants: 364Brentwood School Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Brentwood School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Brentwood School Retirement Plan side-by-side with 3 peers →

Brentwood School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Misericordia University Tax-Deferred Annuity Retirement Plan in PA ($90M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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.

Frequently Asked Questions

How did Brentwood School Retirement Plan assets move in 2023? ▼
Brentwood School Retirement Plan grew sharply - up 15.1% during 2023, from $78M to $90M. Reported net income was $12M.
How have Brentwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brentwood School's sponsor-wide assets grew 27.6%, from $78M to $100M.
Where does Brentwood School Retirement Plan rank by assets among Form 5500 filers? ▼
Brentwood School Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Brentwood School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Misericordia University Tax-Deferred Annuity Retirement Plan in PA ($90M, 347 participants).
Which Other plans cover a similar participant headcount to Brentwood School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (364 participants, $113M 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 951426236.

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.