Other · DOL Form 5500 · 2022
The Fay School Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 135
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $222,827
- Avg per participant Above avg balance/head
Official DOL plan name: The Fay School Defined Contribution Retirement Plan · Sponsored by The Fay School · Massachusetts · Educational Services
$30M in assets, 135 participants
The Fay School's The Fay School Defined Contribution Retirement Plan reported $30M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,766 in Educational Services (4,024 peers)
Coverage in Massachusetts
The Fay School Defined Contribution Retirement Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.
- #2,766
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fay School Defined Contribution Retirement Plan's outsized position by total assets
The Fay School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,081,582 Top 17% higher than 83% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Fay School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fay School Defined Contribution Retirement Plan sits mid-pack in the medium band (135 participants).
Published 5500 schedule card
Filing strip 042103573 · The Fay School PY 2022 · Other
The Fay School Defined Contribution Retirement Plan · $30M · 135 · 83rd
- TYPE $30M
- TYPE 135
- TYPE 83rd
- TYPE Other
- TYPE near College of the Atlantic DC Retirement Plan
- TYPE ind #2766
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 Massachusetts →
The Fay School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$5M |
| Employer EIN | 042103573 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fay School)
Sponsor-wide plan assets over time
All The Fay School plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 33.51066443247566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $30M |
| 2023 | 1 | 143 | $35M |
| 2024 | 1 | 148 | $40M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
The Fay School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is College of the Atlantic DC Retirement Plan in ME ($30M); by covered participants it is Hughson Samaritan Village 403(b) Plan in CA (135 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.