Other · DOL Form 5500 · 2023

Brandon Residential Treatment Center, Inc Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
147
Participants Small participant base
39th
Percentile by assets National rank
$25,352
Avg per participant Low balance/head
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Official DOL plan name: Brandon Residential Treatment Center 403(b) Retirement Plan · Sponsored by Brandon Residential Treatment Center, Inc · Massachusetts · Healthcare & Social Assistance

$4M in assets, 147 participants

Brandon Residential Treatment Center, Inc's Brandon Residential Treatment Center 403(b) Retirement Plan reported $4M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,298 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Brandon Residential Treatment Center 403(b) Retirement Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#7,298
in Healthcare & Social Assistance (17,684 peers)
+15.1%
assets growth YoY

Brandon Residential Treatment Center 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Brandon Residential Treatment Center 403(b) Retirement Plan vs every filed plan by assets

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

$3,726,702 39th percentile higher than 39% 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

Brandon Residential Treatment Center 403(b) 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. Brandon Residential Treatment Center 403(b) Retirement Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brandon Residential Treatment Center 403(b) Retirement Plan reported net income rose from $337K in the plan year 2022 filing to $489K in the plan year 2023 filing.
  • Brandon Residential Treatment Center 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Brandon Residential Treatment Center 403(b) Retirement Plan reported participants fell from 149 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043015339 · Brandon Residential Treatment Center, Inc PY 2023 · Other

Brandon Residential Treatment Center 403(b) Retirement Plan · $4M · 147 · 39th

  • BOY $4M
  • SCH 147
  • EBSA 39th
  • PART Other
  • TYPE near Appletree Early Learning 403(b) Plan
  • NET ind #7298

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Brandon Residential Treatment Center 403(b) Retirement Plan in the asset neighbourhood

Brandon Residential Treatment Center 403(b) Retirement PlanBrandon Residential Treatmen…$4MAppletree Early Learning 403(b) PlanAppletree Early Learning 403…$4MEleanor a. Mccain, M.D., P.a. Profit Sharing PlanEleanor a. Mccain, M.D., P.a…$4MLivingston Community Health 403(b) PlanLivingston Community Health …$4MBuffalo Bill Historical Center TdaBuffalo Bill Historical Cent…$4M
End-of-year total assets ($M) among Brandon Residential Treatment Center 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$489K
Employer EIN043015339
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brandon Residential Treatment Center, Inc)

Sponsor-wide plan assets over time

All Brandon Residential Treatment Center, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.89277565788417% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.24M $4.47M ▲ +38.0%
Year Plans Participants Total Assets
2022 1 149 $3M
2023 1 147 $4M
2024 1 181 $4M

Nearby Other Plans in Massachusetts

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

Brandon Residential Treatment Center 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Brandon Residential Treatment Center 403(b) Retirement Plan, Total assets ($B): 0.003726702 · Participants: 147Brandon Residential Treatment Center 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Brandon Residential Treatment Center 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Brandon Residential Treatment Center 403(b) Retirement Plan side-by-side with 3 peers →

Brandon Residential Treatment Center 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Appletree Early Learning 403(b) Plan in DC ($4M); by covered participants it is Autry Museum of the American West 403(b) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Brandon Residential Treatment Center 403(b) Retirement Plan assets move in 2023? ▼
Brandon Residential Treatment Center 403(b) Retirement Plan grew sharply - up 15.1% during 2023, from $3M to $4M. Reported net income was $489K.
How have Brandon Residential Treatment Center, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brandon Residential Treatment Center, Inc's sponsor-wide assets grew 37.9%, from $3M to $4M.
Which Other plans are similar in size to Brandon Residential Treatment Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Appletree Early Learning 403(b) Plan in DC ($4M, 135 participants).
Which Other plans cover a similar participant headcount to Brandon Residential Treatment Center 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Autry Museum of the American West 403(b) Plan in CA (147 participants, $10M 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 043015339.

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.