Other · DOL Form 5500 · 2023

Brookwood School, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
101
Participants Small participant base
51st
Percentile by assets National rank
$68,137
Avg per participant Below avg balance/head
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Official DOL plan name: Brookwood School DC Plan · Sponsored by Brookwood School, Inc. · Georgia · Educational Services

$7M in assets, 101 participants

Brookwood School, Inc.'s Brookwood School DC Plan reported $7M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,302 in Educational Services (3,735 peers)

Coverage in Georgia

Brookwood School DC Plan covers 101 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#1,302
in Educational Services (3,735 peers)
+15.9%
assets growth YoY

Brookwood School DC Plan's mid-pack asset rank among Educational Services and all filers

Brookwood School DC Plan vs every filed plan by assets

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

$6,881,874 Top 49% higher than 51% 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

Brookwood School DC 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. Brookwood School DC Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookwood School DC Plan reported net income rose from -$599K in the plan year 2022 filing to $946K in the plan year 2023 filing.
  • Brookwood School DC Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Brookwood School DC Plan reported participants rose from 93 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581092697 · Brookwood School, Inc. PY 2023 · Other

Brookwood School DC Plan · $7M · 101 · 51st

  • ASSETS $7M
  • ASSETS 101
  • ASSETS 51st
  • ASSETS Other
  • ASSETS near Friends of the High Line 403(b) Plan
  • ASSETS ind #1302

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 →

Brookwood School DC Plan in the asset neighbourhood

Fellowship Health Resources, Inc. 403(b) PlanFellowship Health Resources,…$7MBrookwood School DC Plan$7MFriends of the High Line 403(b) PlanFriends of the High Line 403…$7MMidmichigan Health Services Employees Savings PlanMidmichigan Health Services …$7MEmployee Benefit Plan of Cobb B. LLCEmployee Benefit Plan of Cob…$7M
End-of-year total assets ($M) among Brookwood School DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$946K
Employer EIN581092697
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood School, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 21.462558411667608% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.94M $7.21M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 93 $6M
2023 1 101 $7M
2024 1 127 $7M

Nearby Other Plans in Georgia

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

Brookwood School DC Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Brookwood School DC Plan, Total assets ($B): 0.006881874 · Participants: 101Brookwood School DC 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
Brookwood School DC Plan vs. nearby Other plans in Georgia, assets vs. participants

Brookwood School DC Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Friends of the High Line 403(b) Plan in NY ($7M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Brookwood School DC Plan assets move in 2023?
Brookwood School DC Plan grew sharply - up 15.9% during 2023, from $6M to $7M. Reported net income was $946K.
How have Brookwood School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brookwood School, Inc.'s sponsor-wide assets grew 21.5%, from $6M to $7M.
Which Other plans are similar in size to Brookwood School DC Plan?
Among Other plans in other states, the closest by assets is Friends of the High Line 403(b) Plan in NY ($7M, 98 participants).
Which Other plans cover a similar participant headcount to Brookwood School DC Plan?
Among Other plans in other states, the closest by covered participants is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants, $7M in assets).