Other · DOL Form 5500 · 2023

Brentwood Academy Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
144
Participants Small participant base
63rd
Percentile by assets National rank
$83,956
Avg per participant Below avg balance/head
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Official DOL plan name: Brentwood Academy Defined Contribution Plan · Sponsored by Brentwood Academy · Tennessee · Educational Services

$12M in assets, 144 participants

Brentwood Academy's Brentwood Academy Defined Contribution Plan reported $12M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,698 in Educational Services (3,735 peers)

Coverage in Tennessee

Brentwood Academy Defined Contribution Plan covers 144 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#1,698
in Educational Services (3,735 peers)
+8.9%
assets growth YoY

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

Brentwood Academy Defined Contribution Plan vs every filed plan by assets

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

$12,089,609 Top 37% higher than 63% 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 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. Brentwood Academy Defined Contribution 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 Defined Contribution Plan reported net income rose from $197K in the plan year 2022 filing to $990K in the plan year 2023 filing.
  • Brentwood Academy Defined Contribution Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Brentwood Academy Defined Contribution Plan reported participants rose from 133 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620811952 · Brentwood Academy PY 2023 · Other

Brentwood Academy Defined Contribution Plan · $12M · 144 · 63rd

  • RANK $12M
  • PHOTO 144
  • IND 63rd
  • EOY Other
  • 5500 near Center for Research Libraries Defined Contribution Retirement Plan
  • ASSETS ind #1698

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 Defined Contribution Plan in the asset neighbourhood

Center for Research Libraries Defined Contribution Retirement PlanCenter for Research Librarie…$12MMckinley 403(b) Plan$12MCheverus High School Lay Employee 403(b) Pension PlanCheverus High School Lay Emp…$12MWesley Spectrum Services 403(b) Savings PlanWesley Spectrum Services 403…$12MBrentwood Academy Defined Contribution PlanBrentwood Academy Defined Co…$12M
End-of-year total assets ($M) among Brentwood Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$990K
Employer EIN620811952
Plan Effective Date1992-07-01
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 Other Plans in Tennessee

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

Brentwood Academy Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Brentwood Academy Defined Contribution Plan, Total assets ($B): 0.012089609 · Participants: 144Brentwood Academy Defined Contribution PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
Brentwood Academy Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Brentwood Academy Defined Contribution Plan side-by-side with 3 peers →

Brentwood Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Center for Research Libraries Defined Contribution Retirement Plan in IL ($12M); by covered participants it is Uhealthsolutions, Inc. Section 403(b) Plan in MA (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 Defined Contribution Plan assets move in 2023? ▼
Brentwood Academy Defined Contribution Plan grew at a solid clip - up 8.9% during 2023, from $11M to $12M. Reported net income was $990K.
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 Other plans are similar in size to Brentwood Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Center for Research Libraries Defined Contribution Retirement Plan in IL ($12M, 25 participants).
Which Other plans cover a similar participant headcount to Brentwood Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants, $5M 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.