401(k) · DOL Form 5500 · 2023

Academy of Basic Education 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
140
Participants Small participant base
73rd
Percentile by assets National rank
$148,450
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookfield Academy Retirement Plan · Sponsored by Academy of Basic Education · Wisconsin · Educational Services

$21M in assets, 140 participants

Academy of Basic Education's Brookfield Academy Retirement Plan reported $21M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,099 in Educational Services (3,735 peers)

Coverage in Wisconsin

Brookfield Academy Retirement Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $21M.

#2,099
in Educational Services (3,735 peers)
+7.8%
assets growth YoY

Brookfield Academy Retirement Plan's outsized position by total assets

Brookfield Academy Retirement Plan vs every filed plan by assets

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

$20,783,031 Top 27% higher than 73% 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

Brookfield Academy 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. Brookfield Academy Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookfield Academy Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Brookfield Academy Retirement Plan reported participants rose from 105 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Brookfield Academy Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390987840 · Academy of Basic Education PY 2023 · 401(k)

Brookfield Academy Retirement Plan · $21M · 140 · 73rd

  • PHOTO $21M
  • IND 140
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near Plymouth Poultry Company Retirement Plan
  • PCT ind #2099

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 Wisconsin →

Brookfield Academy Retirement Plan in the asset neighbourhood

Field Aerospace Retirement Savings PlanField Aerospace Retirement S…$21MBrookfield Academy Retirement PlanBrookfield Academy Retiremen…$21MPlymouth Poultry Company Retirement PlanPlymouth Poultry Company Ret…$21MOdyssey Space Research, L. L. C. 401(k) PlanOdyssey Space Research, L. L…$21MThe Witmer Group Retirement PlanThe Witmer Group Retirement …$21M
End-of-year total assets ($M) among Brookfield Academy Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN390987840
Plan Effective Date1989-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Academy of Basic Education)

Sponsor-wide plan assets over time

All Academy of Basic Education plans reported in each filing year

Latest sponsor-wide plan assets
$23M 20.051743066877236% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.3M $23.1M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 105 $19M
2023 1 140 $21M
2024 1 130 $23M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Brookfield Academy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Brookfield Academy Retirement Plan, Total assets ($B): 0.020783031 · Participants: 140Brookfield Academy Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Brookfield Academy Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Brookfield Academy Retirement Plan side-by-side with 3 peers →

Brookfield Academy Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Plymouth Poultry Company Retirement Plan in WA ($21M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Brookfield Academy Retirement Plan assets move in 2023? ▼
Brookfield Academy Retirement Plan grew at a solid clip - up 7.8% during 2023, from $19M to $21M. Reported net income was $2M.
How have Academy of Basic Education plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Academy of Basic Education's sponsor-wide assets grew 20.1%, from $19M to $23M.
Which 401(k) plans are similar in size to Brookfield Academy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plymouth Poultry Company Retirement Plan in WA ($21M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Brookfield Academy Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 390987840.

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.