401(k)
2024 plan-year 401(k) DOL Form 5500

BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BRITISH SCHOOL OF AMERICA

This 401(k) plan holds $31M in total assets and serves 891 participants as of 2024. It is sponsored by BRITISH SCHOOL OF AMERICA in Florida. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$31M
Participants
891
State
Industry
Educational Services

What the Filing Says About BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU

BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU is a 401(k) retirement plan sponsored by BRITISH SCHOOL OF AMERICA, headquartered in Florida. As of the 2024 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 891 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 522106775, and the plan has been effective since 1999-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $26M at the beginning of 2024 to $31M at year-end — a gain of 20.5%. Net assets (after liabilities) closed the year at $31M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$26M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$5M
Plan Type401(k)
Employer EIN522106775
Plan Effective Date1999-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BRITISH SCHOOL OF AMERICA)

Year Plans Participants Total Assets
2022 1 631 $21M
2023 1 804 $26M
2024 2 1,531 $56M

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Frequently Asked Questions

How much money is in the BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU?
As of the 2024 Form 5500 filing, BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU holds $31M in total assets with 891 participants. It is sponsored by BRITISH SCHOOL OF AMERICA.
What type of plan is BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU?
BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU is a 401(k) plan. It has been effective since 1999-09-01. The plan is filed with the U.S. Department of Labor under EIN 522106775.
Who sponsors the BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU?
BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU is sponsored by BRITISH SCHOOL OF AMERICA, located in Florida. The sponsor's EIN is 522106775 and the plan operates in the Educational Services industry.
How did BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU perform in 2024?
BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU grew by 20.5% during 2024, moving from $26M to $31M in total assets. Net income was $5M.
Where can I find official filings for BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU?
Official Form 5500 filings for BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 522106775 or plan name at efast.dol.gov.
How does BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU compare to other plans?
You can compare BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 522106775.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.