Other · DOL Form 5500 · 2024
Brookgreen Gardens Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $40,740
- Avg per participant Low balance/head
Official DOL plan name: Brookgreen Gardens Retirement Plan 403b Annuity Plan · Sponsored by Brookgreen Gardens · South Carolina · Arts, Entertainment & Recreation
$6M in assets, 146 participants
Brookgreen Gardens's Brookgreen Gardens Retirement Plan 403b Annuity Plan reported $6M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #1,904 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in South Carolina
Brookgreen Gardens Retirement Plan 403b Annuity Plan covers 146 participants in South Carolina, about 40% of the average South Carolina filer (state average ~369 per filing). Assets: $6M.
- #1,904
- in Arts, Entertainment & Recreation (2,921 peers)
- +15.1%
- assets growth YoY
Brookgreen Gardens Retirement Plan 403b Annuity Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Brookgreen Gardens Retirement Plan 403b Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,948,074 45th percentile higher than 45% 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
Brookgreen Gardens Retirement Plan 403b Annuity 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. Brookgreen Gardens Retirement Plan 403b Annuity Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brookgreen Gardens Retirement Plan 403b Annuity Plan reported net income rose from $659K in the plan year 2023 filing to $779K in the plan year 2024 filing.
- Brookgreen Gardens Retirement Plan 403b Annuity Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Brookgreen Gardens Retirement Plan 403b Annuity Plan reported participants rose from 139 in the plan year 2023 filing to 146 in the plan year 2024 filing.
DOL schedule card
Filing strip 570380356 · Brookgreen Gardens PY 2024 · Other
Brookgreen Gardens Retirement Plan 403b Annuity Plan · $6M · 146 · 45th
- TYPE $6M
- NET 146
- BOOK 45th
- VS-ST Other
- BOY near Mckenzie County Healthcare Systems, Inc. 403(b) Plan
- SCH ind #1904
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 Arts, Entertainment & Recreation retirement plans → · Plans in South Carolina →
Brookgreen Gardens Retirement Plan 403b Annuity Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $779K |
| Employer EIN | 570380356 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brookgreen Gardens)
Sponsor-wide plan assets over time
All Brookgreen Gardens plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 31.90049663866366% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $5M |
| 2023 | 1 | 139 | $5M |
| 2024 | 1 | 146 | $6M |
Nearby Other Plans in South Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- Prisma Health 401(a) Plan $939M · 29,196
- Roper St. Francis Healthcare 403(b) Plan $664M · 6,443
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan $347M · 1,412
- Anmed Health Retirement Savings Plan $237M · 3,605
- Tidelands Health 403(b) Retirement Savings Plan $203M · 2,284
Brookgreen Gardens Retirement Plan 403b Annuity Plan's out-of-state Other peers by assets and headcount
Outside South Carolina, the nearest Other by assets is Mckenzie County Healthcare Systems, Inc. 403(b) Plan in ND ($6M); by covered participants it is Millbrook School Defined Contribution Retirement 403(b) Plan in NY (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Millbrook School Defined Contribution Retirement 403(b) Plan (NY) 146 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 146 · 0 off
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan (NY) 146 · 0 off
- The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan (CA) 146 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.