Other · DOL Form 5500 · 2024
Brentwood School Retirement Plan
Data updated 2026-08-25
- $100M
- Total assets Near avg plan size
- 374
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $266,734
- Avg per participant High balance/head
Official DOL plan name: Brentwood School Retirement Plan · Sponsored by Brentwood School · California · Educational Services
$100M in assets, 374 participants
Brentwood School's Brentwood School Retirement Plan reported $100M in total assets and 374 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #3,026 in Educational Services (3,638 peers)
Where Brentwood School Retirement Plan sits by assets
Brentwood School Retirement Plan sits in the top 10% of all filed plans by assets, $100M for 374 participants (~$266,734/participant), up 10.9% in 2024.
- #3,026
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Brentwood School Retirement Plan's outsized position by total assets
Brentwood School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$99,758,577 Top 10% higher than 90% 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
Brentwood School 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. Brentwood School Retirement Plan sits mid-pack in the medium band (374 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brentwood School Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Brentwood School Retirement Plan end-of-year assets rose from $90M in the plan year 2023 filing to $100M in the plan year 2024 filing.
- Brentwood School Retirement Plan reported participants rose from 364 in the plan year 2023 filing to 374 in the plan year 2024 filing.
DOL schedule card
Filing strip 951426236 · Brentwood School PY 2024 · Other
Brentwood School Retirement Plan · $100M · 374 · 90th
- RANK $100M
- RANK 374
- RANK 90th
- RANK Other
- RANK near Lawrence Technological University DC Retirement Plan
- RANK ind #3026
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 California →
Brentwood School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | $10M |
| Employer EIN | 951426236 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brentwood School)
Sponsor-wide plan assets over time
All Brentwood School plans reported in each filing year
- Latest sponsor-wide plan assets
- $100M 27.574885006404543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 383 | $78M |
| 2023 | 1 | 364 | $90M |
| 2024 | 1 | 374 | $100M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Brentwood School Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Lawrence Technological University DC Retirement Plan in MI ($100M); by covered participants it is St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan in NY (374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($100M here).
- Lawrence Technological University DC Retirement Plan (MI) $100M · 445
- The Providence Community Health Centers, Inc (RI) $100M · 672
- Gettysburg College Tax Deferred Annuity Plan (PA) $100M · 656
- Retirement Program for U. S. Citizen and Resident Alien Employees of the American University of Beirut (NY) $99M · 213
Similar participant headcount
Nearest other-state filings by covered participants (374 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.