Other · DOL Form 5500 · 2023
Phillips Brooks School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 65
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $251,155
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Brooks School 403(b) DC Plan · Sponsored by Phillips Brooks School · California · Educational Services
$16M in assets, 65 participants
Phillips Brooks School's Phillips Brooks School 403(b) DC Plan reported $16M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #1,922 in Educational Services (3,735 peers)
Phillips Brooks School multi-year trail
Phillips Brooks School's plans moved +11.5% in assets from 2022 to 2024; this filing shows Phillips Brooks School 403(b) DC Plan at $16M / 65 participants.
- #1,922
- in Educational Services (3,735 peers)
- +10.5%
- assets growth YoY
Phillips Brooks School 403(b) DC Plan's outsized position by total assets
Phillips Brooks School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,325,098 Top 31% higher than 69% 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
Phillips Brooks School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillips Brooks School 403(b) DC Plan is a small filing (65 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Phillips Brooks School 403(b) DC Plan reported participants fell from 80 in the plan year 2022 filing to 65 in the plan year 2023 filing.
- Phillips Brooks School 403(b) DC Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 942494458 · Phillips Brooks School PY 2023 · Other
Phillips Brooks School 403(b) DC Plan · $16M · 65 · 69th
- BOOK $16M
- BOOK 65
- BOOK 69th
- BOOK Other
- BOOK near Gateways Community Services 403(b) Plan
- BOOK ind #1922
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 →
Phillips Brooks School 403(b) DC Plan in the asset neighbourhood
Phillips Brooks School multi-year asset trail
Sponsor-wide plan assets over time
All Phillips Brooks School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 11.483242480180078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $15M |
| 2023 | 1 | 65 | $16M |
| 2024 | 1 | 101 | $16M |
Phillips Brooks School filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 942494458 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Phillips Brooks School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Gateways Community Services 403(b) Plan in NH ($16M); by covered participants it is Tuscaloosa Academy Defined Contribution and Annuity Plan in AL (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 participants); asset peers above are excluded.
- Tuscaloosa Academy Defined Contribution and Annuity Plan (AL) 65 · 0 off
- National Council of Juvenile and Family Court Judges 403(b) Plan (NV) 65 · 0 off
- Augusta Preparatory Day School Defined Contribution Retirement Plan (GA) 65 · 0 off
- Aacsb International DC the Association to Advance Collegiate Schools of Business (FL) 65 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.