Other · DOL Form 5500 · 2024

The Brookwood Community Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
122
Participants Small participant base
49th
Percentile by assets National rank
$58,951
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Brookwood Community Tax Deferred Annuity Plan · Sponsored by The Brookwood Community · Texas · Healthcare & Social Assistance

$7M in assets, 122 participants

The Brookwood Community's The Brookwood Community Tax Deferred Annuity Plan reported $7M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,068 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

The Brookwood Community Tax Deferred Annuity Plan covers 122 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#9,068
in Healthcare & Social Assistance (16,916 peers)
+8.9%
assets growth YoY

The Brookwood Community Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Brookwood Community Tax Deferred Annuity Plan vs every filed plan by assets

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

$7,191,963 49th percentile higher than 49% 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

The Brookwood Community Tax Deferred Annuity 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. The Brookwood Community Tax Deferred Annuity Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Brookwood Community Tax Deferred Annuity Plan reported net income fell from $971K in the plan year 2023 filing to $585K in the plan year 2024 filing.
  • The Brookwood Community Tax Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Brookwood Community Tax Deferred Annuity Plan reported participants rose from 113 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741587672 · The Brookwood Community PY 2024 · Other

The Brookwood Community Tax Deferred Annuity Plan · $7M · 122 · 49th

  • SCH $7M
  • EBSA 122
  • PART 49th
  • TYPE Other
  • NET near Pathfinder Services Retirement Plan
  • BOOK ind #9068

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Brookwood Community Tax Deferred Annuity Plan in the asset neighbourhood

403(b) Thrift Plan of Neighborimpact403(b) Thrift Plan of Neighb…$7MThe Brookwood Community Tax Deferred Annuity PlanThe Brookwood Community Tax …$7MPathfinder Services Retirement PlanPathfinder Services Retireme…$7MRocky Mountain Public Media, Inc. 403(b)Rocky Mountain Public Media,…$7MThe Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$7M
End-of-year total assets ($M) among The Brookwood Community Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$585K
Employer EIN741587672
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Brookwood Community)

Sponsor-wide plan assets over time

All The Brookwood Community plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.61987182228522% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.64M $7.19M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 110 $6M
2023 1 113 $7M
2024 1 122 $7M

Nearby Other Plans in Texas

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

The Brookwood Community Tax Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants The Brookwood Community Tax Deferred Annuity Plan, Total assets ($B): 0.007191963 · Participants: 122The Brookwood Community Tax Deferred Annuity PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research Institute Retirement Plan
The Brookwood Community Tax Deferred Annuity Plan vs. nearby Other plans in Texas, assets vs. participants
Compare The Brookwood Community Tax Deferred Annuity Plan side-by-side with 3 peers →

The Brookwood Community Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Pathfinder Services Retirement Plan in IN ($7M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.

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 The Brookwood Community Tax Deferred Annuity Plan assets move in 2024? ▼
The Brookwood Community Tax Deferred Annuity Plan grew at a solid clip - up 8.9% during 2024, from $7M to $7M. Reported net income was $585K.
How have The Brookwood Community plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Brookwood Community's sponsor-wide assets grew 27.6%, from $6M to $7M.
Which Other plans are similar in size to The Brookwood Community Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Pathfinder Services Retirement Plan in IN ($7M, 448 participants).
Which Other plans cover a similar participant headcount to The Brookwood Community Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants, $3M 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 741587672.

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.