Other · DOL Form 5500 · 2024
Breck School Retirement Plan
Data updated 2026-07-24
- $114M
- Total assets
- 287
- Participants
- 91st
- Percentile by assets
- $396,702
- Avg per participant
Official DOL plan name: Breck School Retirement Plan · Sponsored by Breck School · Minnesota · Educational Services
$114M in assets, 287 participants
Breck School's Breck School Retirement Plan reported $114M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 116,472 plans)
Coverage in Minnesota
Breck School Retirement Plan covers 287 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,161 per filing). Assets: $114M.
- $114M
- total plan assets (2024 EOY)
- 287
- covered participants
- 91st
- percentile by assets (of 116,472 plans)
- $396,702
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Breck School Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Breck School Retirement Plan end-of-year assets rose from $105M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Breck School Retirement Plan reported participants rose from 275 in the plan year 2023 filing to 287 in the plan year 2024 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Breck School Retirement Plan reports 287 participants - about 25% of that state average ($114M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $9M |
| Employer EIN | 410693894 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breck School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $92M |
| 2023 | 1 | 275 | $105M |
| 2024 | 1 | 287 | $114M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
Breck School Retirement Plan vs. nearby Other plans in Minnesota, assets vs. participants
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Similar-Sized Other Plans Nationally
Other plans in other states closest to Breck School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Breck School Retirement Plan assets move in 2024? ▼
How have Breck School plan assets changed over time? ▼
Where does Breck School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Breck School Retirement Plan? ▼
Next read for Breck School Retirement Plan
Filing takeaways
Ways to act on Breck School Retirement Plan's numbers.
- By total assets, Breck School Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Minnesota. Compare plans
- Breck School's sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Educational Services plans
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 410693894.
Read our methodology - how this data is sourced, computed, and verified.