Other · DOL Form 5500 · 2024
The Branson School Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 97
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $419,140
- Avg per participant High balance/head
Official DOL plan name: The Branson School DC Retirement Plan · Sponsored by The Branson School · California · Educational Services
$41M in assets, 97 participants
The Branson School's The Branson School DC Retirement Plan reported $41M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,467 in Educational Services (3,638 peers)
Where The Branson School DC Retirement Plan sits by assets
The Branson School DC Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 97 participants (~$419,140/participant), up 11.7% in 2024.
- #2,467
- in Educational Services (3,638 peers)
- +11.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Branson School DC Retirement Plan's outsized position by total assets
The Branson School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,656,619 Top 18% higher than 82% 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
The Branson School DC 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. The Branson School DC Retirement Plan is a small filing (97 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Branson School DC Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Branson School DC Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- The Branson School DC Retirement Plan reported participants rose from 94 in the plan year 2023 filing to 97 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 940338330 · The Branson School PY 2024 · Other
The Branson School DC Retirement Plan · $41M · 97 · 82nd
- VS-ST $41M
- BOY 97
- SCH 82nd
- EBSA Other
- PART near Peck School Retirement Plan
- TYPE ind #2467
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 California →
The Branson School DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $4M |
| Employer EIN | 940338330 |
| Plan Effective Date | 1975-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Branson School)
Sponsor-wide plan assets over time
All The Branson School plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 29.851657854267238% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $31M |
| 2023 | 1 | 94 | $36M |
| 2024 | 1 | 97 | $41M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
The Branson School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Peck School Retirement Plan in NJ ($41M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Walnut Hill School Defined Contribution Retirement Plan (MA) 97 · 0 off
- Morrow Memorial Home for the Aged, Inc. (WI) 97 · 0 off
- The Schenck School Retirement Plan (GA) 97 · 0 off
- Three Square 403(b) Plan (NV) 97 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.