Other · DOL Form 5500 · 2024
Phillips Brooks School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $163,075
- Avg per participant Above avg balance/head
Official DOL plan name: Phillips Brooks School 403(b) DC Plan · Sponsored by Phillips Brooks School · California · Educational Services
$16M in assets, 101 participants
Phillips Brooks School's Phillips Brooks School 403(b) DC Plan reported $16M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #1,782 in Educational Services (3,638 peers)
Coverage in California
Phillips Brooks School 403(b) DC Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $16M.
- #1,782
- in Educational Services (3,638 peers)
- +0.9%
- assets growth YoY
Phillips Brooks School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Phillips Brooks School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,470,561 Top 34% higher than 66% 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
Phillips Brooks School 403(b) DC 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. Phillips Brooks School 403(b) DC Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Brooks School 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $145K in the plan year 2024 filing.
- Phillips Brooks School 403(b) DC Plan reported participants rose from 65 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Phillips Brooks School 403(b) DC Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
DOL schedule card
Filing strip 942494458 · Phillips Brooks School PY 2024 · Other
Phillips Brooks School 403(b) DC Plan · $16M · 101 · 66th
- VS-ST $16M
- BOY 101
- SCH 66th
- EBSA Other
- PART near Shodair Hospital Employees Tax Deferred Annuity Plan
- TYPE ind #1782
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 →
Phillips Brooks School 403(b) DC Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $145K |
| Employer EIN | 942494458 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phillips Brooks School)
Sponsor-wide plan assets over time
All Phillips Brooks School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 11.483242480180078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $15M |
| 2023 | 1 | 65 | $16M |
| 2024 | 1 | 101 | $16M |
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
Phillips Brooks School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Shodair Hospital Employees Tax Deferred Annuity Plan in MT ($16M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Shodair Hospital Employees Tax Deferred Annuity Plan (MT) $16M · 318
- Boston Ballet 403(b) Retirement Plan (MA) $16M · 258
- Community Hospital Tax Deferred Annuity Plan (NE) $16M · 361
- Bridgewell 403(b) Plan (MA) $16M · 938
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 101 · 0 off
- Village Community School 403(b) Defined Contribution Plan (NY) 101 · 0 off
- Harvesters 403b Plan (MO) 101 · 0 off
- Milton Gottesman Jewish Day School of the Nation's Capital 403(b) DC Plan (DC) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.