Other · DOL Form 5500 · 2024
Breck School Retirement Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 287
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $396,702
- Avg per participant High balance/head
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.
- #3,087 in Educational Services (3,638 peers)
Coverage in Minnesota
Breck School Retirement Plan covers 287 participants in Minnesota, about 25% of the average Minnesota filer (state average ~1,126 per filing). Assets: $114M.
- #3,087
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Breck School Retirement Plan's outsized position by total assets
Breck School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$113,853,533 Top 9% higher than 91% 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
Breck 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. Breck School Retirement Plan sits mid-pack in the medium band (287 participants).
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.
Plan-year Form 5500 strip
Filing strip 410693894 · Breck School PY 2024 · Other
Breck School Retirement Plan · $114M · 287 · 91st
- BOOK $114M
- BOOK 287
- BOOK 91st
- BOOK Other
- BOOK near Kingman Healthcare, Inc. 403(b) Retirement Plan
- BOOK ind #3087
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 Minnesota →
Breck School Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Breck School plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 23.893108190975937% vs 2022
- 2024 filing year
| 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.
- 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
Breck School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Kingman Healthcare, Inc. 403(b) Retirement Plan in AZ ($114M); by covered participants it is Saint Andrew's School Defined Contribution Retirement Plan in FL (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 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.