Other · DOL Form 5500 · 2024
Brimmer and May School Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 99
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $258,264
- Avg per participant Above avg balance/head
Official DOL plan name: Brimmer and May School Retirement Plan · Sponsored by Brimmer and May School · Massachusetts · Educational Services
$26M in assets, 99 participants
Brimmer and May School's Brimmer and May School Retirement Plan reported $26M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #2,134 in Educational Services (3,638 peers)
Where Brimmer and May School Retirement Plan sits by assets
Brimmer and May School Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 99 participants (~$258,264/participant), up 16.7% in 2024.
- #2,134
- in Educational Services (3,638 peers)
- +16.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Brimmer and May School Retirement Plan's outsized position by total assets
Brimmer and May School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,568,182 Top 25% higher than 75% 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
Brimmer and May School Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brimmer and May School Retirement Plan is a small filing (99 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brimmer and May School Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Brimmer and May School Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Brimmer and May School Retirement Plan reported participants rose from 95 in the plan year 2023 filing to 99 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103935 · Brimmer and May School PY 2024 · Other
Brimmer and May School Retirement Plan · $26M · 99 · 75th
- RANK $26M
- RANK 99
- RANK 75th
- RANK Other
- RANK near The Bronx Defenders 403(b) Plan
- RANK ind #2134
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 Massachusetts →
Brimmer and May School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 042103935 |
| Plan Effective Date | 1964-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brimmer and May School)
Sponsor-wide plan assets over time
All Brimmer and May School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 35.722952611432646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $19M |
| 2023 | 1 | 95 | $22M |
| 2024 | 1 | 99 | $26M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Brimmer and May School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Bronx Defenders 403(b) Plan in NY ($26M); by covered participants it is Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan in OH (99 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- The Bronx Defenders 403(b) Plan (NY) $26M · 467
- Sma Healthcare, Inc. 403(b) Plan (FL) $26M · 1,044
- Freedom House 403b Retirement Plan (DC) $26M · 185
- Saint Therese and Affiliates Employee Benefit 403(b) Retirement Plan (MN) $26M · 1,145
Similar participant headcount
Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.
- Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan (OH) 99 · 0 off
- Wesley Housing Development Corporation 403(b) Plan (VA) 99 · 0 off
- 401(k) Profit Sharing Plan for Employees of the Wellspring Alliance for Families, Inc. (LA) 99 · 0 off
- The Morgan Library and Museum 403(b) DC Plan (NY) 99 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.