Other · DOL Form 5500 · 2024

Brookwood School, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
127
Participants Small participant base
49th
Percentile by assets National rank
$56,771
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookwood School DC Plan · Sponsored by Brookwood School, Inc. · Georgia · Educational Services

$7M in assets, 127 participants

Brookwood School, Inc.'s Brookwood School DC Plan reported $7M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,182 in Educational Services (3,638 peers)

Coverage in Georgia

Brookwood School DC Plan covers 127 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#1,182
in Educational Services (3,638 peers)
+4.8%
assets growth YoY

Brookwood School DC Plan's mid-pack asset rank among Educational Services and all filers

Brookwood School DC Plan vs every filed plan by assets

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

$7,209,879 49th percentile higher than 49% 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 DC 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. Brookwood School DC Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookwood School DC Plan reported net income fell from $946K in the plan year 2023 filing to $328K in the plan year 2024 filing.
  • Brookwood School DC Plan reported participants rose from 101 in the plan year 2023 filing to 127 in the plan year 2024 filing.
  • Brookwood School DC Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 581092697 · Brookwood School, Inc. PY 2024 · Other

Brookwood School DC Plan · $7M · 127 · 49th

  • VS-ST $7M
  • VS-ST 127
  • VS-ST 49th
  • VS-ST Other
  • VS-ST near Wheeler Mission Ministries, Inc. 403(b) Retirement Plan
  • VS-ST ind #1182

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 Georgia →

Brookwood School DC Plan in the asset neighbourhood

Brookwood School DC Plan$7MWheeler Mission Ministries, Inc. 403(b) Retirement PlanWheeler Mission Ministries, …$7M403(b) Tax-Deferred Annuity Plan of Eger Lutheran Homes and Services, Inc.403(b) Tax-Deferred Annuity …$7MArtesia Christian Home 403b PlanArtesia Christian Home 403b …$7M403(b) Thrift Plan of Neighborimpact403(b) Thrift Plan of Neighb…$7M
End-of-year total assets ($M) among Brookwood School DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$328K
Employer EIN581092697
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookwood School, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$7M 21.462558411667608% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.94M $7.21M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 93 $6M
2023 1 101 $7M
2024 1 127 $7M

Nearby Other Plans in Georgia

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

Brookwood School DC Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Brookwood School DC Plan, Total assets ($B): 0.007209879 · Participants: 127Brookwood School DC PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Brookwood School DC Plan vs. nearby Other plans in Georgia, assets vs. participants

Brookwood School DC Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Wheeler Mission Ministries, Inc. 403(b) Retirement Plan in IN ($7M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 DC Plan assets move in 2024?
Brookwood School DC Plan edged up modestly - up 4.8% during 2024, from $7M to $7M. Reported net income was $328K.
How have Brookwood School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Brookwood School, Inc.'s sponsor-wide assets grew 21.5%, from $6M to $7M.
Which Other plans are similar in size to Brookwood School DC Plan?
Among Other plans in other states, the closest by assets is Wheeler Mission Ministries, Inc. 403(b) Retirement Plan in IN ($7M, 199 participants).
Which Other plans cover a similar participant headcount to Brookwood School DC Plan?
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants, $17M in assets).