Other · DOL Form 5500 · 2022

Chapel Hill - Chauncy Hall School Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
74
Participants Small participant base
70th
Percentile by assets National rank
$172,905
Avg per participant Above avg balance/head
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Official DOL plan name: Chapel Hill - Chauncy Hall School 403(b) Plan · Sponsored by Chapel Hill - Chauncy Hall School · Massachusetts · Educational Services

$13M in assets, 74 participants

Chapel Hill - Chauncy Hall School's Chapel Hill - Chauncy Hall School 403(b) Plan reported $13M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,093 in Educational Services (4,024 peers)

Chapel Hill - Chauncy Hall School multi-year trail

Chapel Hill - Chauncy Hall School's plans moved +21.3% in assets from 2022 to 2024; this filing shows Chapel Hill - Chauncy Hall School 403(b) Plan at $13M / 74 participants.

#2,093
in Educational Services (4,024 peers)
-12.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chapel Hill - Chauncy Hall School 403(b) Plan's outsized position by total assets

Chapel Hill - Chauncy Hall School 403(b) Plan vs every filed plan by assets

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

$12,794,937 Top 30% higher than 70% 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

Chapel Hill - Chauncy Hall School 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chapel Hill - Chauncy Hall School 403(b) Plan is a small filing (74 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042534161 · Chapel Hill - Chauncy Hall School PY 2022 · Other

Chapel Hill - Chauncy Hall School 403(b) Plan · $13M · 74 · 70th

  • IND $13M
  • IND 74
  • IND 70th
  • IND Other
  • IND near Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation
  • IND ind #2093

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 →

Chapel Hill - Chauncy Hall School 403(b) Plan in the asset neighbourhood

The Altamont School Defined Contribution Retirement PlanThe Altamont School Defined …$13MSafe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement CorporationSafe-Harbor 401(k) Profit-Sh…$13M403b Thrift Plan for Penn-Mar Organization Inc. Dba Penn-Mar Human Services403b Thrift Plan for Penn-Ma…$13MChapel Hill - Chauncy Hall School 403(b) PlanChapel Hill - Chauncy Hall S…$13MPeople Incorporated Retirement Savings PlanPeople Incorporated Retireme…$13M
End-of-year total assets ($M) among Chapel Hill - Chauncy Hall School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Chapel Hill - Chauncy Hall School multi-year asset trail

Sponsor-wide plan assets over time

All Chapel Hill - Chauncy Hall School plans reported in each filing year

Latest sponsor-wide plan assets
$16M 21.28679492521143% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.8M $15.5M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 74 $13M
2023 1 78 $15M
2024 1 80 $16M

Chapel Hill - Chauncy Hall School filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN042534161
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Chapel Hill - Chauncy Hall School 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Chapel Hill - Chauncy Hall School 403(b) Plan, Total assets ($B): 0.012794937 · Participants: 74Chapel Hill - Chauncy Hall School 403(b) 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
Chapel Hill - Chauncy Hall School 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Chapel Hill - Chauncy Hall School 403(b) Plan side-by-side with 3 peers →

Chapel Hill - Chauncy Hall School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation in NY ($13M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Chapel Hill - Chauncy Hall School 403(b) Plan assets move in 2022? ▼
Chapel Hill - Chauncy Hall School 403(b) Plan pulled back noticeably - down 12.0% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Chapel Hill - Chauncy Hall School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chapel Hill - Chauncy Hall School's sponsor-wide assets grew 21.3%, from $13M to $16M.
Which Other plans are similar in size to Chapel Hill - Chauncy Hall School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 401(k) Profit-Sharing Plan for Employees of Northern Manhattan Improvement Corporation in NY ($13M, 148 participants).
Which Other plans cover a similar participant headcount to Chapel Hill - Chauncy Hall School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants, $15M 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 042534161.

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.