Other · DOL Form 5500 · 2023

Brookgreen Gardens Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
139
Participants Small participant base
45th
Percentile by assets National rank
$37,184
Avg per participant Low balance/head
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Official DOL plan name: Brookgreen Gardens Retirement Plan 403b Annuity Plan · Sponsored by Brookgreen Gardens · South Carolina · Arts, Entertainment & Recreation

$5M in assets, 139 participants

Brookgreen Gardens's Brookgreen Gardens Retirement Plan 403b Annuity Plan reported $5M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,912 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in South Carolina

Brookgreen Gardens Retirement Plan 403b Annuity Plan covers 139 participants in South Carolina, about 38% of the average South Carolina filer (state average ~369 per filing). Assets: $5M.

#1,912
in Arts, Entertainment & Recreation (2,945 peers)
+14.6%
assets growth YoY

Brookgreen Gardens Retirement Plan 403b Annuity Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Brookgreen Gardens Retirement Plan 403b Annuity Plan vs every filed plan by assets

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

$5,168,575 45th percentile higher than 45% 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

Brookgreen Gardens Retirement Plan 403b Annuity 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. Brookgreen Gardens Retirement Plan 403b Annuity Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookgreen Gardens Retirement Plan 403b Annuity Plan reported net income rose from -$1M in the plan year 2022 filing to $659K in the plan year 2023 filing.
  • Brookgreen Gardens Retirement Plan 403b Annuity Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570380356 · Brookgreen Gardens PY 2023 · Other

Brookgreen Gardens Retirement Plan 403b Annuity Plan · $5M · 139 · 45th

  • TYPE $5M
  • TYPE 139
  • TYPE 45th
  • TYPE Other
  • TYPE near 403(b) Thrift Plan for Employees of Holy Angels Residential Facility
  • TYPE ind #1912

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 Arts, Entertainment & Recreation retirement plans → · Plans in South Carolina →

Brookgreen Gardens Retirement Plan 403b Annuity Plan in the asset neighbourhood

Ladacin Network, Inc. 403(b) PlanLadacin Network, Inc. 403(b)…$5MBrookgreen Gardens Retirement Plan 403b Annuity PlanBrookgreen Gardens Retiremen…$5M403(b) Thrift Plan for Employees of Holy Angels Residential Facility403(b) Thrift Plan for Emplo…$5MRoad to Responsibility, Inc. 403(b) PlanRoad to Responsibility, Inc.…$5MEmployee Benefit Plan of a Community of FriendsEmployee Benefit Plan of a C…$5M
End-of-year total assets ($M) among Brookgreen Gardens Retirement Plan 403b Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$659K
Employer EIN570380356
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookgreen Gardens)

Sponsor-wide plan assets over time

All Brookgreen Gardens plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.90049663866366% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.51M $5.95M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 140 $5M
2023 1 139 $5M
2024 1 146 $6M

Nearby Other Plans in South Carolina

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

Brookgreen Gardens Retirement Plan 403b Annuity Plan vs. nearby Other plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20002004006008001000 Total assets ($M) Participants Brookgreen Gardens Retirement Plan 403b Annuity Plan, Total assets ($M): 5.168575 · Participants: 139Brookgreen Gardens Retirement Plan 403b Annuity PlanPrisma Health 401(a) Plan, Total assets ($M): 837.923618 · Participants: 21235Prisma Health 401(a) PlanRoper St. Francis Healthcare 403(b) Plan, Total assets ($M): 583.309557 · Participants: 5979Roper St. Francis Healthcare 403(b) PlanFurman University Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($M): 324.64641 · Participants: 1710Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanAnmed Health Retirement Savings Plan, Total assets ($M): 219.477235 · Participants: 3474Anmed Health Retirement Savings PlanTidelands Health 403(b) Retirement Savings Plan, Total assets ($M): 175.50851 · Participants: 2141Tidelands Health 403(b) Retirement Savings Plan
Brookgreen Gardens Retirement Plan 403b Annuity Plan vs. nearby Other plans in South Carolina, assets vs. participants
Compare Brookgreen Gardens Retirement Plan 403b Annuity Plan side-by-side with 3 peers →

Brookgreen Gardens Retirement Plan 403b Annuity Plan's out-of-state Other peers by assets and headcount

Outside South Carolina, the nearest Other by assets is 403(b) Thrift Plan for Employees of Holy Angels Residential Facility in LA ($5M); by covered participants it is Epsi 403(b) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Brookgreen Gardens Retirement Plan 403b Annuity Plan assets move in 2023? ▼
Brookgreen Gardens Retirement Plan 403b Annuity Plan grew at a solid clip - up 14.6% during 2023, from $5M to $5M. Reported net income was $659K.
How have Brookgreen Gardens plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookgreen Gardens's sponsor-wide assets grew 31.9%, from $5M to $6M.
Which Other plans are similar in size to Brookgreen Gardens Retirement Plan 403b Annuity Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Holy Angels Residential Facility in LA ($5M, 279 participants).
Which Other plans cover a similar participant headcount to Brookgreen Gardens Retirement Plan 403b Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (139 participants, $970K 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 570380356.

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.