Other · DOL Form 5500 · 2024

Brentwood Academy Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
201
Participants Below avg headcount
61st
Percentile by assets National rank
$64,044
Avg per participant Low balance/head
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Official DOL plan name: Brentwood Academy Defined Contribution Plan · Sponsored by Brentwood Academy · Tennessee · Educational Services

$13M in assets, 201 participants

Brentwood Academy's Brentwood Academy Defined Contribution Plan reported $13M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,602 in Educational Services (3,638 peers)

Coverage in Tennessee

Brentwood Academy Defined Contribution Plan covers 201 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#1,602
in Educational Services (3,638 peers)
+6.5%
assets growth YoY

Brentwood Academy Defined Contribution Plan's mid-pack asset rank among Educational Services and all filers

Brentwood Academy Defined Contribution Plan vs every filed plan by assets

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

$12,872,778 Top 39% higher than 61% 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

Brentwood Academy 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. Brentwood Academy Defined Contribution Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brentwood Academy Defined Contribution Plan reported participants rose from 144 in the plan year 2023 filing to 201 in the plan year 2024 filing.
  • Brentwood Academy Defined Contribution Plan reported net income fell from $990K in the plan year 2023 filing to $783K in the plan year 2024 filing.
  • Brentwood Academy Defined Contribution Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620811952 · Brentwood Academy PY 2024 · Other

Brentwood Academy Defined Contribution Plan · $13M · 201 · 61st

  • SCH $13M
  • EBSA 201
  • PART 61st
  • TYPE Other
  • NET near Hacienda, Inc. Retirement Plan
  • BOOK ind #1602

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 Tennessee →

Brentwood Academy Defined Contribution Plan in the asset neighbourhood

Medical Care Development, Inc. 403(b) PlanMedical Care Development, In…$13MHope Hospice and Community Services, Inc. Retirement PlanHope Hospice and Community S…$13MBrentwood Academy Defined Contribution PlanBrentwood Academy Defined Co…$13MHacienda, Inc. Retirement PlanHacienda, Inc. Retirement Pl…$13MGoodwill of Southwestern Pennsylvania 403(b) PlanGoodwill of Southwestern Pen…$13M
End-of-year total assets ($M) among Brentwood Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$783K
Employer EIN620811952
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brentwood Academy)

Sponsor-wide plan assets over time

All Brentwood Academy plans reported in each filing year

Latest sponsor-wide plan assets
$21M 14.311711186682688% vs 2022
2024 filing year
$18M$19M$20M$21M$22M 202220232024 $18.4M $21.1M ▲ +14.3%
Year Plans Participants Total Assets
2022 2 266 $18M
2023 2 288 $20M
2024 2 402 $21M

Nearby Other Plans in Tennessee

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

Brentwood Academy Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Brentwood Academy Defined Contribution Plan, Total assets ($B): 0.012872778 · Participants: 201Brentwood Academy Defined Contribution PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
Brentwood Academy Defined Contribution Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Brentwood Academy Defined Contribution Plan side-by-side with 3 peers →

Brentwood Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Hacienda, Inc. Retirement Plan in AZ ($13M); by covered participants it is 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in FL (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Brentwood Academy Defined Contribution Plan assets move in 2024? ▼
Brentwood Academy Defined Contribution Plan grew at a solid clip - up 6.5% during 2024, from $12M to $13M. Reported net income was $783K.
How have Brentwood Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brentwood Academy's sponsor-wide assets grew 14.3%, from $18M to $21M.
Which Other plans are similar in size to Brentwood Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Hacienda, Inc. Retirement Plan in AZ ($13M, 357 participants).
Which Other plans cover a similar participant headcount to Brentwood Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Florida West Coast Symphony, Inc. D/B/a Sarasota Orchestra in FL (201 participants, $10M 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 620811952.

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.