Other · DOL Form 5500 · 2022

Lawrence Academy Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
123
Participants Small participant base
82nd
Percentile by assets National rank
$236,663
Avg per participant Above avg balance/head
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Official DOL plan name: Lawrence Academy Retirement Plan · Sponsored by Lawrence Academy · Massachusetts · Educational Services

$29M in assets, 123 participants

Lawrence Academy's Lawrence Academy Retirement Plan reported $29M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,748 in Educational Services (4,024 peers)

Coverage in Massachusetts

Lawrence Academy Retirement Plan covers 123 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#2,748
in Educational Services (4,024 peers)
-15.0%
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.

Lawrence Academy Retirement Plan's outsized position by total assets

Lawrence Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$29,109,556 Top 18% higher than 82% of 139,123 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 2022

Lawrence Academy 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. Lawrence Academy Retirement Plan sits mid-pack in the medium band (123 participants).

Plan-year Form 5500 strip

Filing strip 042105775 · Lawrence Academy PY 2022 · Other

Lawrence Academy Retirement Plan · $29M · 123 · 82nd

  • VS-ST $29M
  • VS-ST 123
  • VS-ST 82nd
  • VS-ST Other
  • VS-ST near The Hurley Clinic 403(b) Retirement Plan
  • VS-ST ind #2748

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 →

Lawrence Academy Retirement Plan in the asset neighbourhood

The Frederick Gunn School Defined Contribution Retirement PlanThe Frederick Gunn School De…$29MChildserve Employee Retirement PlanChildserve Employee Retireme…$29MLawrence Academy Retirement PlanLawrence Academy Retirement …$29MThe Hurley Clinic 403(b) Retirement PlanThe Hurley Clinic 403(b) Ret…$29MUniversity of Northwestern Ohio 403(b) DCUniversity of Northwestern O…$29M
End-of-year total assets ($M) among Lawrence Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN042105775
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lawrence Academy)

Sponsor-wide plan assets over time

All Lawrence Academy plans reported in each filing year

Latest sponsor-wide plan assets
$35M 21.20803216648169% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $35.3M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 123 $29M
2023 1 158 $33M
2024 1 147 $35M

Nearby Other Plans in Massachusetts

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

Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Lawrence Academy Retirement Plan, Total assets ($B): 0.029109556 · Participants: 123Lawrence Academy Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Lawrence Academy Retirement Plan side-by-side with 3 peers →

Lawrence Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Hurley Clinic 403(b) Retirement Plan in MI ($29M); by covered participants it is Epsi 403(b) Plan in TX (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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.

Frequently Asked Questions

How did Lawrence Academy Retirement Plan assets move in 2022? ▼
Lawrence Academy Retirement Plan declined sharply - down 15.0% during 2022, from $34M to $29M. Reported net income was -$5M.
How have Lawrence Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawrence Academy's sponsor-wide assets grew 21.2%, from $29M to $35M.
Where does Lawrence Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Lawrence Academy Retirement Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lawrence Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Hurley Clinic 403(b) Retirement Plan in MI ($29M, 108 participants).
Which Other plans cover a similar participant headcount to Lawrence Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Epsi 403(b) Plan in TX (123 participants, $850K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042105775.

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.