Other · DOL Form 5500 · 2024

Brookwood School Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
81
Participants Small participant base
78th
Percentile by assets National rank
$384,364
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookwood School 403(b) Retirement Plan · Sponsored by Brookwood School · Massachusetts · Educational Services

$31M in assets, 81 participants

Brookwood School's Brookwood School 403(b) Retirement Plan reported $31M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,277 in Educational Services (3,638 peers)

Where Brookwood School 403(b) Retirement Plan sits by assets

Brookwood School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 81 participants (~$384,364/participant), up 5.4% in 2024.

#2,277
in Educational Services (3,638 peers)
+5.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Brookwood School 403(b) Retirement Plan's outsized position by total assets

Brookwood School 403(b) Retirement Plan vs every filed plan by assets

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

$31,133,455 Top 22% higher than 78% 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

Brookwood School 403(b) 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. Brookwood School 403(b) Retirement Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookwood School 403(b) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Brookwood School 403(b) Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042227413 · Brookwood School PY 2024 · Other

Brookwood School 403(b) Retirement Plan · $31M · 81 · 78th

  • TYPE $31M
  • TYPE 81
  • TYPE 78th
  • TYPE Other
  • TYPE near The Endocrine Society Defined Contribution Retirement Plan
  • TYPE ind #2277

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 Massachusetts →

Brookwood School 403(b) Retirement Plan in the asset neighbourhood

Fraser 403(b) Retirement Plan$31MThe Evergreen School 403(b) DC PlanThe Evergreen School 403(b) …$31MThe Endocrine Society Defined Contribution Retirement PlanThe Endocrine Society Define…$31MBrookwood School 403(b) Retirement PlanBrookwood School 403(b) Reti…$31MGoodwill of Central and Southern Indiana Inc. Employee Retirement Savings PlanGoodwill of Central and Sout…$31M
End-of-year total assets ($M) among Brookwood School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN042227413
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood School)

Sponsor-wide plan assets over time

All Brookwood School plans reported in each filing year

Latest sponsor-wide plan assets
$31M 14.567602582191569% vs 2022
2024 filing year
$26M$28M$30M$32M 202220232024 $27.2M $31.1M ▲ +14.6%
Year Plans Participants Total Assets
2022 1 67 $27M
2023 1 81 $30M
2024 1 81 $31M

Nearby Other Plans in Massachusetts

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

Brookwood School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Brookwood School 403(b) Retirement Plan, Total assets ($B): 0.031133455 · Participants: 81Brookwood School 403(b) Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Brookwood School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Brookwood School 403(b) Retirement Plan side-by-side with 3 peers →

Brookwood School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Endocrine Society Defined Contribution Retirement Plan in DC ($31M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Brookwood School 403(b) Retirement Plan assets move in 2024? ▼
Brookwood School 403(b) Retirement Plan grew at a solid clip - up 5.4% during 2024, from $30M to $31M. Reported net income was $2M.
How have Brookwood School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookwood School's sponsor-wide assets grew 14.6%, from $27M to $31M.
Where does Brookwood School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Brookwood School 403(b) Retirement Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brookwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Endocrine Society Defined Contribution Retirement Plan in DC ($31M, 78 participants).
Which Other plans cover a similar participant headcount to Brookwood School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants, $4M 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 042227413.

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.