401(k) · DOL Form 5500 · 2024

Brookfield School, Inc. 401(k) Plan

Data updated 2026-08-25

$833K
Total assets Small plan by assets
38
Participants Small participant base
22nd
Percentile by assets National rank
$21,931
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pinnacle Schools 401(k) Plan · Sponsored by Brookfield School, Inc. · Utah · Educational Services

$833K in assets, 38 participants

Brookfield School, Inc.'s Pinnacle Schools 401(k) Plan reported $833K in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

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

Brookfield School, Inc. multi-year trail

Brookfield School, Inc.'s plans moved +55.1% in assets from 2022 to 2024; this filing shows Pinnacle Schools 401(k) Plan at $833K / 38 participants.

#510
in Educational Services (3,638 peers)
+21.9%
assets growth YoY

Pinnacle Schools 401(k) Plan among the smaller filed plans by assets

Pinnacle Schools 401(k) Plan vs every filed plan by assets

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

$833,367 22nd percentile higher than 22% 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

Pinnacle Schools 401(k) 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. Pinnacle Schools 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pinnacle Schools 401(k) Plan reported participants fell from 84 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Pinnacle Schools 401(k) Plan end-of-year assets rose from $684K in the plan year 2023 filing to $833K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942685156 · Brookfield School, Inc. PY 2024 · 401(k)

Pinnacle Schools 401(k) Plan · $833K · 38 · 22nd

  • IND $833K
  • IND 38
  • IND 22nd
  • IND 401(k)
  • IND near Georges Welding Services Inc 401(k) Profit Sharing Plan & Trust
  • IND ind #510

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 Utah →

Pinnacle Schools 401(k) Plan in the asset neighbourhood

Pinnacle Schools 401(k) Plan$833KGeorges Welding Services Inc 401(k) Profit Sharing Plan & TrustGeorges Welding Services Inc…$833KChristopher Atkinson Inc 401(k) PlanChristopher Atkinson Inc 401…$833KThe Healing Place 401(k) Plan$833KAudubon Engineering Company, L.L.C. Field Services 401(k) PlanAudubon Engineering Company,…$833K
End-of-year total assets ($M) among Pinnacle Schools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Brookfield School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Brookfield School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$833K 55.12612174923076% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M 202220232024 $0.54M $0.83M ▲ +53.7%
Year Plans Participants Total Assets
2022 1 90 $537K
2023 1 84 $684K
2024 1 38 $833K

Brookfield School, Inc. filing trail (2024)

Total Assets (Beginning of Year)$684K
Net Assets (End of Year)$833K
Net Income$149K
Employer EIN942685156
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pinnacle Schools 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Pinnacle Schools 401(k) Plan, Total assets ($B): 0.000833367 · Participants: 38Pinnacle Schools 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Pinnacle Schools 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Pinnacle Schools 401(k) Plan side-by-side with 3 peers →

Pinnacle Schools 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Georges Welding Services Inc 401(k) Profit Sharing Plan & Trust in FL ($833K); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Pinnacle Schools 401(k) Plan assets move in 2024? ▼
Pinnacle Schools 401(k) Plan grew sharply - up 21.9% during 2024, from $684K to $833K. Reported net income was $149K.
How have Brookfield School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookfield School, Inc.'s sponsor-wide assets grew 55.1%, from $537K to $833K.
Where does Pinnacle Schools 401(k) Plan rank by assets among Form 5500 filers? ▼
Pinnacle Schools 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pinnacle Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Georges Welding Services Inc 401(k) Profit Sharing Plan & Trust in FL ($833K, 36 participants).
Which 401(k) plans cover a similar participant headcount to Pinnacle Schools 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 942685156.

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.