Other · DOL Form 5500 · 2023
Brenau University Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 372
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $169,859
- Avg per participant Above avg balance/head
Official DOL plan name: Brenau University 403(b) Defined Contribution Plan · Sponsored by Brenau University · Georgia · Educational Services
$63M in assets, 372 participants
Brenau University's Brenau University 403(b) Defined Contribution Plan reported $63M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,917 in Educational Services (3,735 peers)
Coverage in Georgia
Brenau University 403(b) Defined Contribution Plan covers 372 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $63M.
- #2,917
- in Educational Services (3,735 peers)
- +12.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Brenau University 403(b) Defined Contribution Plan's outsized position by total assets
Brenau University 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,187,376 Top 12% higher than 88% 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
Brenau University 403(b) Defined Contribution 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. Brenau University 403(b) Defined Contribution Plan sits mid-pack in the medium band (372 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brenau University 403(b) Defined Contribution Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Brenau University 403(b) Defined Contribution Plan end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Brenau University 403(b) Defined Contribution Plan reported participants fell from 389 in the plan year 2022 filing to 372 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 580566143 · Brenau University PY 2023 · Other
Brenau University 403(b) Defined Contribution Plan · $63M · 372 · 88th
- EBSA $63M
- EBSA 372
- EBSA 88th
- EBSA Other
- EBSA near University of Mary Employee Retirement Plan
- EBSA ind #2917
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 Georgia →
Brenau University 403(b) Defined Contribution Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $7M |
| Employer EIN | 580566143 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brenau University)
Sponsor-wide plan assets over time
All Brenau University plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 19.724184455922845% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 389 | $56M |
| 2023 | 1 | 372 | $63M |
| 2024 | 1 | 367 | $67M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Brenau University 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is University of Mary Employee Retirement Plan in ND ($63M); by covered participants it is Atlantic Council of the United States 403(b)DC Plan in DC (372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- University of Mary Employee Retirement Plan (ND) $63M · 449
- Institute for Advanced Study Tax Deferred Annuity Plan (NJ) $63M · 132
- Lee University Defined Contribution Retirement Pla (TN) $63M · 776
- Bozeman Health 403(b) Plan (MT) $63M · 2,524
Similar participant headcount
Nearest other-state filings by covered participants (372 participants); asset peers above are excluded.
- Atlantic Council of the United States 403(b)DC Plan (DC) 372 · 0 off
- Foundation Physicians Medical Group, Inc. 401(k) Plan (CA) 372 · 0 off
- Baltimore Medical System,Inc.Tax Sheltered Annuity Plan (MD) 372 · 0 off
- Ndi 403(b) Plan (DC) 372 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.