Money Purchase · DOL Form 5500 · 2023

Brentwood Academy Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
144
Participants Small participant base
53rd
Percentile by assets National rank
$53,079
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brentwood Academy Retirement Plan · Sponsored by Brentwood Academy · Tennessee · Educational Services

$8M in assets, 144 participants

Brentwood Academy's Brentwood Academy Retirement Plan reported $8M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #1,364 in Educational Services (3,735 peers)

Coverage in Tennessee

Brentwood Academy Retirement Plan covers 144 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#1,364
in Educational Services (3,735 peers)
+4.4%
assets growth YoY

Brentwood Academy Retirement Plan's mid-pack asset rank among Educational Services and all filers

Brentwood Academy Retirement Plan vs every filed plan by assets

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

$7,643,314 Top 47% higher than 53% 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

Brentwood 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. Brentwood Academy Retirement Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brentwood Academy Retirement Plan reported net income rose from -$186K in the plan year 2022 filing to $321K in the plan year 2023 filing.
  • Brentwood Academy Retirement Plan reported participants rose from 133 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • Brentwood Academy Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620811952 · Brentwood Academy PY 2023 · Money Purchase

Brentwood Academy Retirement Plan · $8M · 144 · 53rd

  • NET $8M
  • NET 144
  • NET 53rd
  • NET Money Purchase
  • NET near Star's Edge, Inc. Money Purchase Plan
  • NET ind #1364

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 Tennessee →

Brentwood Academy Retirement Plan in the asset neighbourhood

International Alliance of Theatrical & Stage Employees Local 17 Retirement FundInternational Alliance of Th…$8MStar's Edge, Inc. Money Purchase PlanStar's Edge, Inc. Money Purc…$8MBrentwood Academy Retirement PlanBrentwood Academy Retirement…$8MLocal One Security Officers Union Money Purchase Pension PlanLocal One Security Officers …$8MUnited Steelworkers Local 14614 Supplemental Annuity PlanUnited Steelworkers Local 14…$8M
End-of-year total assets ($M) among Brentwood Academy Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$321K
Employer EIN620811952
Plan Effective Date1980-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Brentwood Academy)

Sponsor-wide plan assets over time

All Brentwood Academy plans reported in each filing year

Latest sponsor-wide plan assets
$21M 14.311711186682688% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.4M $21.1M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 266 $18M
2023 2 288 $20M
2024 2 402 $21M

Nearby Money Purchase Plans in Tennessee

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

Brentwood Academy Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Brentwood Academy Retirement Plan, Total assets ($B): 0.007643314 · Participants: 144Brentwood Academy Retirement PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
Brentwood Academy Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Brentwood Academy Retirement Plan side-by-side with 3 peers →

Brentwood Academy Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Star's Edge, Inc. Money Purchase Plan in FL ($8M); by covered participants it is St Charles Youth & Family Services, Inc. Pension Plan in WI (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Brentwood Academy Retirement Plan assets move in 2023? ▼
Brentwood Academy Retirement Plan edged up modestly - up 4.4% during 2023, from $7M to $8M. Reported net income was $321K.
How have Brentwood Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brentwood Academy's sponsor-wide assets grew 14.3%, from $18M to $21M.
Which Money Purchase plans are similar in size to Brentwood Academy Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Star's Edge, Inc. Money Purchase Plan in FL ($8M, 15 participants).
Which Money Purchase plans cover a similar participant headcount to Brentwood Academy Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is St Charles Youth & Family Services, Inc. Pension Plan in WI (144 participants, $7M 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 620811952.

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.