Other · DOL Form 5500 · 2024
Brunswick School Retirement Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 252
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $464,923
- Avg per participant High balance/head
Official DOL plan name: Brunswick School Defined Contribution Retirement Plan · Sponsored by Brunswick School · Connecticut · Educational Services
$117M in assets, 252 participants
Brunswick School's Brunswick School Defined Contribution Retirement Plan reported $117M in total assets and 252 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,101 in Educational Services (3,638 peers)
Coverage in Connecticut
Brunswick School Defined Contribution Retirement Plan covers 252 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $117M.
- #3,101
- in Educational Services (3,638 peers)
- +10.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Brunswick School Defined Contribution Retirement Plan's outsized position by total assets
Brunswick School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$117,160,656 Top 8% higher than 92% 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
Brunswick School Defined Contribution 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. Brunswick School Defined Contribution Retirement Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brunswick School Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Brunswick School Defined Contribution Retirement Plan end-of-year assets rose from $106M in the plan year 2023 filing to $117M in the plan year 2024 filing.
- Brunswick School Defined Contribution Retirement Plan reported participants rose from 238 in the plan year 2023 filing to 252 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060646562 · Brunswick School PY 2024 · Other
Brunswick School Defined Contribution Retirement Plan · $117M · 252 · 92nd
- ASSETS $117M
- PCT 252
- EIN 92nd
- RANK Other
- PHOTO near Anmed Health 401(a) Retirement Plan
- IND ind #3101
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 Connecticut →
Brunswick School Defined Contribution Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | $11M |
| Employer EIN | 060646562 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brunswick School)
Sponsor-wide plan assets over time
All Brunswick School plans reported in each filing year
- Latest sponsor-wide plan assets
- $117M 26.102270392149173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $93M |
| 2023 | 1 | 238 | $106M |
| 2024 | 1 | 252 | $117M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Brunswick School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Anmed Health 401(a) Retirement Plan in SC ($117M); by covered participants it is Detroit Country Day School Retirement Plan in MI (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
Similar participant headcount
Nearest other-state filings by covered participants (252 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.