Other · DOL Form 5500 · 2024
Brewster Academy Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 165
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $194,748
- Avg per participant Above avg balance/head
Official DOL plan name: Brewster Academy Retirement Plan · Sponsored by Brewster Academy · New Hampshire · Educational Services
$32M in assets, 165 participants
Brewster Academy's Brewster Academy Retirement Plan reported $32M in total assets and 165 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.
- #2,301 in Educational Services (3,638 peers)
Where Brewster Academy Retirement Plan sits by assets
Brewster Academy Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 165 participants (~$194,748/participant), up 6.5% in 2024.
- #2,301
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Brewster Academy Retirement Plan's outsized position by total assets
Brewster Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,133,470 Top 22% higher than 78% 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
Brewster Academy 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. Brewster Academy Retirement Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brewster Academy Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Brewster Academy Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Brewster Academy Retirement Plan reported participants rose from 157 in the plan year 2023 filing to 165 in the plan year 2024 filing.
DOL schedule card
Filing strip 020223317 · Brewster Academy PY 2024 · Other
Brewster Academy Retirement Plan · $32M · 165 · 78th
- EBSA $32M
- PART 165
- TYPE 78th
- NET Other
- BOOK near Brio Living Services 403(b) Plan
- VS-ST ind #2301
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 New Hampshire →
Brewster Academy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $2M |
| Employer EIN | 020223317 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brewster Academy)
Sponsor-wide plan assets over time
All Brewster Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 21.384273462494967% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $26M |
| 2023 | 1 | 157 | $30M |
| 2024 | 1 | 165 | $32M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.7B · 13,150
- Supplemental Retirement Accounts for All Employees of Dartmouth College $1.1B · 4,150
- Solutionhealth & Elliot Health System 403(b) Savings Plan $494M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $356M · 55
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $291M · 2,793
Brewster Academy Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Brio Living Services 403(b) Plan in MI ($32M); by covered participants it is Jcc on the Palisades 403(b) Retirement Plan in NJ (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Brio Living Services 403(b) Plan (MI) $32M · 1,321
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) $32M · 123
- Sidney Health Center Pension Plan (MT) $32M · 591
- Milken Institute 403(b) Plan (CA) $32M · 240
Similar participant headcount
Nearest other-state filings by covered participants (165 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.