Other · DOL Form 5500 · 2023

The Brookwood Community Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
113
Participants Small participant base
50th
Percentile by assets National rank
$58,468
Avg per participant Low balance/head
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Official DOL plan name: The Brookwood Community Tax Deferred Annuity Plan · Sponsored by The Brookwood Community · Texas · Healthcare & Social Assistance

$7M in assets, 113 participants

The Brookwood Community's The Brookwood Community Tax Deferred Annuity Plan reported $7M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,741 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

The Brookwood Community Tax Deferred Annuity Plan covers 113 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,741
in Healthcare & Social Assistance (17,684 peers)
+17.2%
assets growth YoY

The Brookwood Community Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Brookwood Community Tax Deferred Annuity Plan vs every filed plan by assets

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

$6,606,918 Top 50% higher than 50% 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

The Brookwood Community Tax Deferred Annuity 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. The Brookwood Community Tax Deferred Annuity Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Brookwood Community Tax Deferred Annuity Plan reported net income rose from $213K in the plan year 2022 filing to $971K in the plan year 2023 filing.
  • The Brookwood Community Tax Deferred Annuity Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Brookwood Community Tax Deferred Annuity Plan reported participants rose from 110 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741587672 · The Brookwood Community PY 2023 · Other

The Brookwood Community Tax Deferred Annuity Plan · $7M · 113 · 50th

  • EBSA $7M
  • PART 113
  • TYPE 50th
  • NET Other
  • BOOK near Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan
  • VS-ST ind #9741

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Brookwood Community Tax Deferred Annuity Plan in the asset neighbourhood

American Film Institute 403(b) PlanAmerican Film Institute 403(…$7MThe Brookwood Community Tax Deferred Annuity PlanThe Brookwood Community Tax …$7MGirl Scouts-North Carolina Coastal Pines 403(b) Thrift PlanGirl Scouts-North Carolina C…$7MRochester Primary Care Network 403(b) PlanRochester Primary Care Netwo…$7M403(b) Thrift Plan of Haynes Family of Programs, Inc.403(b) Thrift Plan of Haynes…$7M
End-of-year total assets ($M) among The Brookwood Community Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$971K
Employer EIN741587672
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brookwood Community)

Sponsor-wide plan assets over time

All The Brookwood Community plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.61987182228522% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.64M $7.19M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 110 $6M
2023 1 113 $7M
2024 1 122 $7M

Nearby Other Plans in Texas

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

The Brookwood Community Tax Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants The Brookwood Community Tax Deferred Annuity Plan, Total assets ($B): 0.006606918 · Participants: 113The Brookwood Community Tax Deferred Annuity PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
The Brookwood Community Tax Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Brookwood Community Tax Deferred Annuity Plan side-by-side with 3 peers →

The Brookwood Community Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC ($7M); by covered participants it is North Cross School 403(b) DC Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 The Brookwood Community Tax Deferred Annuity Plan assets move in 2023? ▼
The Brookwood Community Tax Deferred Annuity Plan grew sharply - up 17.2% during 2023, from $6M to $7M. Reported net income was $971K.
How have The Brookwood Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brookwood Community's sponsor-wide assets grew 27.6%, from $6M to $7M.
Which Other plans are similar in size to The Brookwood Community Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC ($7M, 101 participants).
Which Other plans cover a similar participant headcount to The Brookwood Community Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is North Cross School 403(b) DC Plan in VA (113 participants, N/A 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 741587672.

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.