Other · DOL Form 5500 · 2024

Brookstone School, Inc. Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
150
Participants Small participant base
72nd
Percentile by assets National rank
$143,214
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookstone School, Inc. Retirement Plan · Sponsored by Brookstone School, Inc. · Georgia · Educational Services

$21M in assets, 150 participants

Brookstone School, Inc.'s Brookstone School, Inc. Retirement Plan reported $21M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,982 in Educational Services (3,638 peers)

Coverage in Georgia

Brookstone School, Inc. Retirement Plan covers 150 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.

#1,982
in Educational Services (3,638 peers)
+3.4%
assets growth YoY

Brookstone School, Inc. Retirement Plan's outsized position by total assets

Brookstone School, Inc. Retirement Plan vs every filed plan by assets

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

$21,482,150 Top 28% higher than 72% 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

Brookstone School, Inc. 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. Brookstone School, Inc. Retirement Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookstone School, Inc. Retirement Plan reported net income rose from $555K in the plan year 2023 filing to $709K in the plan year 2024 filing.
  • Brookstone School, Inc. Retirement Plan reported participants rose from 142 in the plan year 2023 filing to 150 in the plan year 2024 filing.
  • Brookstone School, Inc. Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 586003670 · Brookstone School, Inc. PY 2024 · Other

Brookstone School, Inc. Retirement Plan · $21M · 150 · 72nd

  • VS-ST $21M
  • BOY 150
  • SCH 72nd
  • EBSA Other
  • PART near Wichita Collegiate School 403(b) DC Plan
  • TYPE ind #1982

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 Georgia →

Brookstone School, Inc. Retirement Plan in the asset neighbourhood

Brookstone School, Inc. Retirement PlanBrookstone School, Inc. Reti…$21MWichita Collegiate School 403(b) DC PlanWichita Collegiate School 40…$21MOut-of-Door Academy Tax Deferred Annuity PlanOut-of-Door Academy Tax Defe…$21MDaymark 401(k) Plan$21MThe Steward School Defined Contribution Retirement PlanThe Steward School Defined C…$21M
End-of-year total assets ($M) among Brookstone School, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$709K
Employer EIN586003670
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookstone School, Inc.)

Sponsor-wide plan assets over time

All Brookstone School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.256832674207905% vs 2022
2024 filing year
$20M$20.5M$21M$21.5M$22M 202220232024 $20.2M $21.5M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 156 $20M
2023 1 142 $21M
2024 1 150 $21M

Nearby Other Plans in Georgia

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

Brookstone School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Brookstone School, Inc. Retirement Plan, Total assets ($B): 0.02148215 · Participants: 150Brookstone School, Inc. Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
Brookstone School, Inc. Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Brookstone School, Inc. Retirement Plan side-by-side with 3 peers →

Brookstone School, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Wichita Collegiate School 403(b) DC Plan in KS ($21M); by covered participants it is Tyrone Hospital 403(b) Plan in PA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Brookstone School, Inc. Retirement Plan assets move in 2024? ▼
Brookstone School, Inc. Retirement Plan edged up modestly - up 3.4% during 2024, from $21M to $21M. Reported net income was $709K.
How have Brookstone School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookstone School, Inc.'s sponsor-wide assets grew 6.3%, from $20M to $21M.
Which Other plans are similar in size to Brookstone School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wichita Collegiate School 403(b) DC Plan in KS ($21M, 220 participants).
Which Other plans cover a similar participant headcount to Brookstone School, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tyrone Hospital 403(b) Plan in PA (150 participants, N/A 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 586003670.

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.