Other · DOL Form 5500 · 2024
Berkeley Preparatory School, Inc. Retirement Plan
Data updated 2026-08-11
- $53M
- Total assets
- 320
- Participants
- 85th
- Percentile by assets
- $166,618
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $53M
- total plan assets (2024 EOY)
- 320
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $166,618
- avg assets per participant
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.
Berkeley Preparatory Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Berkeley Preparatory Defined Contribution Retirement Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
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.)
| 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.
Berkeley Preparatory Defined Contribution Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Berkeley Preparatory Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Berkeley Preparatory Defined Contribution Retirement Plan assets move in 2024? ▼
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Where does Berkeley Preparatory Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Ways to act on Berkeley Preparatory Defined Contribution Retirement Plan's numbers.
- By total assets, Berkeley Preparatory Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Florida. Compare plans
- Berkeley Preparatory School, Inc.'s sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Educational Services plans