Other · DOL Form 5500 · 2024
Brooke Grove Foundation Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 596
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $22,493
- Avg per participant Low balance/head
Official DOL plan name: Brooke Grove Foundation Retirement Income Plan · Sponsored by Brooke Grove Foundation Inc. · Maryland · Healthcare & Social Assistance
$13M in assets, 596 participants
Brooke Grove Foundation Inc.'s Brooke Grove Foundation Retirement Income Plan reported $13M in total assets and 596 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,372 in Healthcare & Social Assistance (16,916 peers)
Brooke Grove Foundation Inc. multi-year trail
Brooke Grove Foundation Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Brooke Grove Foundation Retirement Income Plan at $13M / 596 participants.
- #11,372
- in Healthcare & Social Assistance (16,916 peers)
- +7.2%
- assets growth YoY
Brooke Grove Foundation Retirement Income Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Brooke Grove Foundation Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,405,941 Top 38% higher than 62% 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
Brooke Grove Foundation Retirement Income 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. Brooke Grove Foundation Retirement Income Plan sits mid-pack in the medium band (596 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brooke Grove Foundation Retirement Income Plan reported net income fell from $1M in the plan year 2023 filing to $900K in the plan year 2024 filing.
- Brooke Grove Foundation Retirement Income Plan reported participants fell from 708 in the plan year 2023 filing to 596 in the plan year 2024 filing.
- Brooke Grove Foundation Retirement Income Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 520634722 · Brooke Grove Foundation Inc. PY 2024 · Other
Brooke Grove Foundation Retirement Income Plan · $13M · 596 · 62nd
- NET $13M
- NET 596
- NET 62nd
- NET Other
- NET near New York Stem Cell Foundation 403(b) Plan
- NET ind #11372
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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →
Brooke Grove Foundation Retirement Income Plan in the asset neighbourhood
Brooke Grove Foundation Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Brooke Grove Foundation Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.759063999200293% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 735 | $11M |
| 2023 | 1 | 708 | $13M |
| 2024 | 1 | 596 | $13M |
Brooke Grove Foundation Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $900K |
| Employer EIN | 520634722 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Maryland
Peer Other plans, same state, same plan type, ranked by total assets.
- Johns Hopkins University 403(b) Plan $8.8B · 25,833
- Medstar Health, Inc. Retirement Savings Plan $3.5B · 32,983
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $3.0B · 9,501
- Howard Hughes Medical Institute Retirement Savings Plan $2.0B · 2,666
- Johns Hopkins Health System Corporation 403(b) Plan $1.7B · 18,810
Brooke Grove Foundation Retirement Income Plan's out-of-state Other peers by assets and headcount
Outside Maryland, the nearest Other by assets is New York Stem Cell Foundation 403(b) Plan in NY ($13M); by covered participants it is Pcc Community Wellness Center 403(b) Plan in IL (596 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- New York Stem Cell Foundation 403(b) Plan (NY) $13M · 119
- Bvcaa, Inc. Retirement Plan (TX) $13M · 298
- The Oxbridge Academy 403(b) Plan (FL) $13M · 143
- The Emery Weiner School Tax 403(b) Plan (TX) $13M · 103
Similar participant headcount
Nearest other-state filings by covered participants (596 participants); asset peers above are excluded.
- Pcc Community Wellness Center 403(b) Plan (IL) 596 · 0 off
- Dameron Hospital Association 403b Plan (CA) 595 · 1 off
- Harbor Health Services, Inc. 403(b) Plan (MA) 597 · 1 off
- 403(b) Thrift Plan of the Catholic Charities (CO) 595 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.