Other · DOL Form 5500 · 2024

Brenau University Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
367
Participants Below avg headcount
87th
Percentile by assets National rank
$183,884
Avg per participant Above avg balance/head
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Official DOL plan name: Brenau University 403(b) Defined Contribution Plan · Sponsored by Brenau University · Georgia · Educational Services

$67M in assets, 367 participants

Brenau University's Brenau University 403(b) Defined Contribution Plan reported $67M in total assets and 367 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,812 in Educational Services (3,638 peers)

Coverage in Georgia

Brenau University 403(b) Defined Contribution Plan covers 367 participants in Georgia, about 33% of the average Georgia filer (state average ~1,096 per filing). Assets: $67M.

#2,812
in Educational Services (3,638 peers)
+6.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Brenau University 403(b) Defined Contribution Plan's outsized position by total assets

Brenau University 403(b) Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$67,485,301 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Brenau University 403(b) Defined Contribution 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. Brenau University 403(b) Defined Contribution Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brenau University 403(b) Defined Contribution Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Brenau University 403(b) Defined Contribution Plan end-of-year assets rose from $63M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Brenau University 403(b) Defined Contribution Plan reported participants fell from 372 in the plan year 2023 filing to 367 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 580566143 · Brenau University PY 2024 · Other

Brenau University 403(b) Defined Contribution Plan · $67M · 367 · 87th

  • SCH $67M
  • SCH 367
  • SCH 87th
  • SCH Other
  • SCH near Optical Society of America Defined Contribution Retirement Plan
  • SCH ind #2812

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 Georgia →

Brenau University 403(b) Defined Contribution Plan in the asset neighbourhood

401(k) Profit-Sharing Plan for Employees of Mclarty Automotive Group, LLC401(k) Profit-Sharing Plan f…$68MBaldor Specialty Foods, Inc. 401(k) Profit Sharing PlanBaldor Specialty Foods, Inc.…$68MBrenau University 403(b) Defined Contribution PlanBrenau University 403(b) Def…$67MOptical Society of America Defined Contribution Retirement PlanOptical Society of America D…$67MVision 401(k) Plan$67M
End-of-year total assets ($M) among Brenau University 403(b) Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$67M
Net Income$4M
Employer EIN580566143
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brenau University)

Sponsor-wide plan assets over time

All Brenau University plans reported in each filing year

Latest sponsor-wide plan assets
$67M 19.724184455922845% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $56.4M $67.5M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 389 $56M
2023 1 372 $63M
2024 1 367 $67M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Brenau University 403(b) Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Brenau University 403(b) Defined Contribution Plan, Total assets ($B): 0.067485301 · Participants: 367Brenau University 403(b) Defined Contribution PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Brenau University 403(b) Defined Contribution Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Brenau University 403(b) Defined Contribution Plan side-by-side with 3 peers →

Brenau University 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Optical Society of America Defined Contribution Retirement Plan in DC ($67M); by covered participants it is The Episcopal Academy 403(b) Defined Contribution Retirement Plan in PA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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.

Frequently Asked Questions

How did Brenau University 403(b) Defined Contribution Plan assets move in 2024? ▼
Brenau University 403(b) Defined Contribution Plan grew at a solid clip - up 6.8% during 2024, from $63M to $67M. Reported net income was $4M.
How have Brenau University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brenau University's sponsor-wide assets grew 19.7%, from $56M to $67M.
Where does Brenau University 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Brenau University 403(b) Defined Contribution Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brenau University 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Optical Society of America Defined Contribution Retirement Plan in DC ($67M, 135 participants).
Which Other plans cover a similar participant headcount to Brenau University 403(b) Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Episcopal Academy 403(b) Defined Contribution Retirement Plan in PA (367 participants, $58M in assets).

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 580566143.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.