Other · DOL Form 5500 · 2024
Berkeley Preparatory School, Inc. Retirement Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 320
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $166,618
- Avg per participant Above avg balance/head
Official DOL plan name: Berkeley Preparatory Defined Contribution Retirement Plan · Sponsored by Berkeley Preparatory School, Inc. · Florida · Educational Services
$53M in assets, 320 participants
Berkeley Preparatory School, Inc.'s Berkeley Preparatory Defined Contribution Retirement Plan reported $53M in total assets and 320 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,668 in Educational Services (3,638 peers)
Where Berkeley Preparatory Defined Contribution Retirement Plan sits by assets
Berkeley Preparatory Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 320 participants (~$166,618/participant), up 14.5% in 2024.
- #2,668
- in Educational Services (3,638 peers)
- +14.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Berkeley Preparatory Defined Contribution Retirement Plan's outsized position by total assets
Berkeley Preparatory Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,317,641 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Berkeley Preparatory Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkeley Preparatory Defined Contribution Retirement Plan sits mid-pack in the medium band (320 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkeley Preparatory Defined Contribution Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Berkeley Preparatory Defined Contribution Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 591292802 · Berkeley Preparatory School, Inc. PY 2024 · Other
Berkeley Preparatory Defined Contribution Retirement Plan · $53M · 320 · 85th
- BOOK $53M
- VS-ST 320
- BOY 85th
- SCH Other
- EBSA near Woods Services, Inc. 403(b) Plan
- PART ind #2668
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 Florida →
Berkeley Preparatory Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $7M |
| Employer EIN | 591292802 |
| Plan Effective Date | 1981-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkeley Preparatory School, Inc.)
Sponsor-wide plan assets over time
All Berkeley Preparatory School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 34.22801742111042% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 330 | $40M |
| 2023 | 1 | 321 | $47M |
| 2024 | 1 | 320 | $53M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Berkeley Preparatory Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Woods Services, Inc. 403(b) Plan in PA ($53M); by covered participants it is Kennebec Valley Community Action Program Tax Deferred Annuity Plan in ME (320 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Woods Services, Inc. 403(b) Plan (PA) $53M · 1,853
- Children's Miracle Network 403(b) Plan (UT) $53M · 178
- Cambridge University Press Tax Deferred Annuity Plan (NY) $53M · 339
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) $53M · 1,189
Similar participant headcount
Nearest other-state filings by covered participants (320 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.