Other · DOL Form 5500 · 2022

Northfield Mount Hermon School Retirement Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
220
Participants Below avg headcount
91st
Percentile by assets National rank
$325,811
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Northfield Mount Hermon Retirement Savings and Investment Plan · Sponsored by Northfield Mount Hermon School · Massachusetts · Educational Services

$72M in assets, 220 participants

Northfield Mount Hermon School's Northfield Mount Hermon Retirement Savings and Investment Plan reported $72M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,340 in Educational Services (4,024 peers)

Coverage in Massachusetts

Northfield Mount Hermon Retirement Savings and Investment Plan covers 220 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $72M.

#3,340
in Educational Services (4,024 peers)
-26.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Northfield Mount Hermon Retirement Savings and Investment Plan's outsized position by total assets

Northfield Mount Hermon Retirement Savings and Investment Plan vs every filed plan by assets

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

$71,678,464 Top 9% higher than 91% 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

Northfield Mount Hermon Retirement Savings and Investment 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. Northfield Mount Hermon Retirement Savings and Investment Plan sits mid-pack in the medium band (220 participants).

DOL schedule card

Filing strip 042109865 · Northfield Mount Hermon School PY 2022 · Other

Northfield Mount Hermon Retirement Savings and Investment Plan · $72M · 220 · 91st

  • SCH $72M
  • EBSA 220
  • PART 91st
  • TYPE Other
  • NET near Hopkins School Defined Contribution Retirement Plan
  • BOOK ind #3340

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 →

Northfield Mount Hermon Retirement Savings and Investment Plan in the asset neighbourhood

Anderson Healthcare 403b Plan$72MHopkins School Defined Contribution Retirement PlanHopkins School Defined Contr…$72MNorthfield Mount Hermon Retirement Savings and Investment PlanNorthfield Mount Hermon Reti…$72MFlorida Southern College Defined Contribution Retirement PlanFlorida Southern College Def…$72MSpringside Chestnut Hill Academy 403(b) Retirement PlanSpringside Chestnut Hill Aca…$72M
End-of-year total assets ($M) among Northfield Mount Hermon Retirement Savings and Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$72M
Net Income-$25M
Employer EIN042109865
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northfield Mount Hermon School)

Sponsor-wide plan assets over time

All Northfield Mount Hermon School plans reported in each filing year

Latest sponsor-wide plan assets
$93M 30.268957772309406% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $71.7M $93.4M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 220 $72M
2023 1 274 $84M
2024 1 288 $93M

Nearby Other Plans in Massachusetts

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

Northfield Mount Hermon Retirement Savings and Investment Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Northfield Mount Hermon Retirement Savings and Investment Plan, Total assets ($B): 0.071678464 · Participants: 220Northfield Mount Hermon Retirement Savings and Investment 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
Northfield Mount Hermon Retirement Savings and Investment Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Northfield Mount Hermon Retirement Savings and Investment Plan side-by-side with 3 peers →

Northfield Mount Hermon Retirement Savings and Investment Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Hopkins School Defined Contribution Retirement Plan in CT ($72M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Northfield Mount Hermon Retirement Savings and Investment Plan assets move in 2022? ▼
Northfield Mount Hermon Retirement Savings and Investment Plan declined sharply - down 26.0% during 2022, from $97M to $72M. Reported net income was -$25M.
How have Northfield Mount Hermon School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northfield Mount Hermon School's sponsor-wide assets grew 30.3%, from $72M to $93M.
Where does Northfield Mount Hermon Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Northfield Mount Hermon Retirement Savings and Investment Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Northfield Mount Hermon Retirement Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is Hopkins School Defined Contribution Retirement Plan in CT ($72M, 200 participants).
Which Other plans cover a similar participant headcount to Northfield Mount Hermon Retirement Savings and Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chapin School Retirement and Savings Plan in NY (220 participants, $84M 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 042109865.

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.