Other · DOL Form 5500 · 2024

The Brearley School Retirement Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
382
Participants Below avg headcount
93rd
Percentile by assets National rank
$364,203
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Brearley School Retirement Plan · Sponsored by The Brearley School · New York · Educational Services

$139M in assets, 382 participants

The Brearley School's The Brearley School Retirement Plan reported $139M in total assets and 382 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,180 in Educational Services (3,638 peers)

Coverage in New York

The Brearley School Retirement Plan covers 382 participants in New York, about 48% of the average New York filer (state average ~798 per filing). Assets: $139M.

#3,180
in Educational Services (3,638 peers)
+8.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Brearley School Retirement Plan's outsized position by total assets

The Brearley School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$139,125,720 Top 7% higher than 93% of 123,620 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 2024

The Brearley School 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. The Brearley School Retirement Plan sits mid-pack in the medium band (382 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Brearley School Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Brearley School Retirement Plan reported participants rose from 337 in the plan year 2023 filing to 382 in the plan year 2024 filing.
  • The Brearley School Retirement Plan end-of-year assets rose from $129M in the plan year 2023 filing to $139M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131623915 · The Brearley School PY 2024 · Other

The Brearley School Retirement Plan · $139M · 382 · 93rd

  • SCH $139M
  • SCH 382
  • SCH 93rd
  • SCH Other
  • SCH near Scripps College Academic Retirement Plan
  • SCH ind #3180

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 New York →

The Brearley School Retirement Plan in the asset neighbourhood

Davidson College Tax-Deferred Annuity PlanDavidson College Tax-Deferre…$140MThe Brearley School Retirement PlanThe Brearley School Retireme…$139MScripps College Academic Retirement PlanScripps College Academic Ret…$139MChildren's Hospital Pediatric Associates, Inc. Defined Contribution Retirement PlanChildren's Hospital Pediatri…$139MThe College of St. Scholastica 403(b) Retirement PlanThe College of St. Scholasti…$138M
End-of-year total assets ($M) among The Brearley School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$139M
Net Income$10M
Employer EIN131623915
Plan Effective Date1923-01-09
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brearley School)

Sponsor-wide plan assets over time

All The Brearley School plans reported in each filing year

Latest sponsor-wide plan assets
$139M 23.05641415491435% vs 2022
2024 filing year
$110M$120M$130M$140M$150M 202220232024 $113M $139M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 317 $113M
2023 1 337 $129M
2024 1 382 $139M

Nearby Other Plans in New York

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

The Brearley School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Brearley School Retirement Plan, Total assets ($B): 0.13912572 · Participants: 382The Brearley School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Brearley School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Brearley School Retirement Plan side-by-side with 3 peers →

The Brearley School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Scripps College Academic Retirement Plan in CA ($139M); by covered participants it is Lowell Community Health Center 403(b) Plan in MA (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 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.

Frequently Asked Questions

How did The Brearley School Retirement Plan assets move in 2024? ▼
The Brearley School Retirement Plan grew at a solid clip - up 8.0% during 2024, from $129M to $139M. Reported net income was $10M.
How have The Brearley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brearley School's sponsor-wide assets grew 23.1%, from $113M to $139M.
Where does The Brearley School Retirement Plan rank by assets among Form 5500 filers? ▼
The Brearley School Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Brearley School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Scripps College Academic Retirement Plan in CA ($139M, 591 participants).
Which Other plans cover a similar participant headcount to The Brearley School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lowell Community Health Center 403(b) Plan in MA (382 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131623915.

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.