Money Purchase · DOL Form 5500 · 2024
Brentwood Academy Money Purchase Plan
Data updated 2026-08-11
- $8M
- Total assets
- 201
- Participants
- 51st
- Percentile by assets
- $40,725
- Avg per participant
Official DOL plan name: Brentwood Academy Retirement Plan · Sponsored by Brentwood Academy · Tennessee · Educational Services
$8M in assets, 201 participants
Brentwood Academy's Brentwood Academy Retirement Plan reported $8M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- 51st percentile by assets (of 123,622 plans)
- #1,265 in Educational Services (3,638 peers)
Coverage in Tennessee
Brentwood Academy Retirement Plan covers 201 participants in Tennessee, about 18% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.
- $8M
- total plan assets (2024 EOY)
- 201
- covered participants
- 51st
- percentile by assets (of 123,622 plans)
- $40,725
- avg assets per participant
Where Brentwood Academy Retirement Plan sits by total assets
Brentwood Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,185,698 Top 49% higher than 51% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brentwood Academy Retirement Plan reported net income rose from $321K in the plan year 2023 filing to $542K in the plan year 2024 filing.
- Brentwood Academy Retirement Plan reported participants rose from 144 in the plan year 2023 filing to 201 in the plan year 2024 filing.
- Brentwood Academy Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Brentwood Academy Retirement Plan reports 201 participants - about 18% of that state average ($8M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $542K |
| Employer EIN | 620811952 |
| Plan Effective Date | 1980-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brentwood Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 266 | $18M |
| 2023 | 2 | 288 | $20M |
| 2024 | 2 | 402 | $21M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Brentwood Academy Retirement Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Brentwood Academy Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Brentwood Academy Retirement Plan assets move in 2024? ▼
How have Brentwood Academy plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Brentwood Academy Retirement Plan? ▼
Next read for Brentwood Academy Retirement Plan
Filing takeaways
Ways to act on Brentwood Academy Retirement Plan's numbers.
- By total assets, Brentwood Academy Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
- Brentwood Academy's sponsor-wide assets have grown 14.3% since 2022 across 3 plan years on file. More Educational Services plans