Other · DOL Form 5500 · 2024
Brooks School Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 167
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $399,351
- Avg per participant High balance/head
Official DOL plan name: Brooks School DC Retirement Plan · Sponsored by Brooks School · Massachusetts · Educational Services
$67M in assets, 167 participants
Brooks School's Brooks School DC Retirement Plan reported $67M in total assets and 167 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.
- #2,798 in Educational Services (3,638 peers)
Coverage in Massachusetts
Brooks School DC Retirement Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.
- #2,798
- in Educational Services (3,638 peers)
- +9.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Brooks School DC Retirement Plan's outsized position by total assets
Brooks School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,691,665 Top 13% higher than 87% 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
Brooks School DC 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. Brooks School DC Retirement Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brooks School DC Retirement Plan reported participants fell from 252 in the plan year 2023 filing to 167 in the plan year 2024 filing.
- Brooks School DC Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Brooks School DC Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042130844 · Brooks School PY 2024 · Other
Brooks School DC Retirement Plan · $67M · 167 · 87th
- RANK $67M
- PHOTO 167
- IND 87th
- EOY Other
- 5500 near Castilleja School Foundation DC Plan
- ASSETS ind #2798
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 Massachusetts →
Brooks School DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $6M |
| Employer EIN | 042130844 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brooks School)
Sponsor-wide plan assets over time
All Brooks School plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 21.150499915447455% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 248 | $55M |
| 2023 | 1 | 252 | $61M |
| 2024 | 1 | 167 | $67M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Brooks School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Castilleja School Foundation DC Plan in CA ($67M); by covered participants it is Grid Alternatives, Inc. 403(b) Plan in CA (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Grid Alternatives, Inc. 403(b) Plan (CA) 167 · 0 off
- Platte Health Center 403(b) Plan (SD) 167 · 0 off
- Sacred Heart Greenwich Plan (CT) 167 · 0 off
- Planned Parenthood California Central Coast 403(b) Plan (CA) 167 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.