Other · DOL Form 5500 · 2023

Brookstone School, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
142
Participants Small participant base
73rd
Percentile by assets National rank
$146,286
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookstone School, Inc. Retirement Plan · Sponsored by Brookstone School, Inc. · Georgia · Educational Services

$21M in assets, 142 participants

Brookstone School, Inc.'s Brookstone School, Inc. Retirement Plan reported $21M in total assets and 142 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.

  • #2,097 in Educational Services (3,735 peers)

Coverage in Georgia

Brookstone School, Inc. Retirement Plan covers 142 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.

#2,097
in Educational Services (3,735 peers)
+2.7%
assets growth YoY

Brookstone School, Inc. Retirement Plan's outsized position by total assets

Brookstone School, Inc. Retirement Plan vs every filed plan by assets

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

$20,772,658 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

Brookstone School, Inc. 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. Brookstone School, Inc. Retirement Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookstone School, Inc. Retirement Plan reported net income rose from -$138K in the plan year 2022 filing to $555K in the plan year 2023 filing.
  • Brookstone School, Inc. Retirement Plan reported participants fell from 156 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • Brookstone School, Inc. Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 586003670 · Brookstone School, Inc. PY 2023 · Other

Brookstone School, Inc. Retirement Plan · $21M · 142 · 73rd

  • ASSETS $21M
  • PCT 142
  • EIN 73rd
  • RANK Other
  • PHOTO near Shorecrest Preparatory School 403(b) DC Plan
  • IND ind #2097

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 →

Brookstone School, Inc. Retirement Plan in the asset neighbourhood

San Francisco Friends School Defined Contribution Retirement PlanSan Francisco Friends School…$21MBrookstone School, Inc. Retirement PlanBrookstone School, Inc. Reti…$21MShorecrest Preparatory School 403(b) DC PlanShorecrest Preparatory Schoo…$21MWsfssh 403(b) Retirement Savings PlanWsfssh 403(b) Retirement Sav…$21MFountain Valley School Defined Contribution Retirement PlanFountain Valley School Defin…$21M
End-of-year total assets ($M) among Brookstone School, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$555K
Employer EIN586003670
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookstone School, Inc.)

Sponsor-wide plan assets over time

All Brookstone School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.256832674207905% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M 202220232024 $20.2M $21.5M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 156 $20M
2023 1 142 $21M
2024 1 150 $21M

Nearby Other Plans in Georgia

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

Brookstone School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Brookstone School, Inc. Retirement Plan, Total assets ($B): 0.020772658 · Participants: 142Brookstone School, Inc. Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Brookstone School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Brookstone School, Inc. Retirement Plan side-by-side with 3 peers →

Brookstone School, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Shorecrest Preparatory School 403(b) DC Plan in FL ($21M); by covered participants it is Hewitt School Defined Contribution Retirement Plan in NY (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Brookstone School, Inc. Retirement Plan assets move in 2023? ▼
Brookstone School, Inc. Retirement Plan edged up modestly - up 2.7% during 2023, from $20M to $21M. Reported net income was $555K.
How have Brookstone School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookstone School, Inc.'s sponsor-wide assets grew 6.3%, from $20M to $21M.
Which Other plans are similar in size to Brookstone School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shorecrest Preparatory School 403(b) DC Plan in FL ($21M, 195 participants).
Which Other plans cover a similar participant headcount to Brookstone School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hewitt School Defined Contribution Retirement Plan in NY (142 participants, $45M 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 586003670.

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.