Other
2022 plan-year Other DOL Form 5500

NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NORTHFIELD MOUNT HERMON SCHOOL

This Other plan holds $72M in total assets and serves 220 participants as of 2022. It is sponsored by NORTHFIELD MOUNT HERMON SCHOOL in Massachusetts. The plan reported a net loss of $25M for the year.

Total Assets (2023)
$72M
Participants
220
Industry
Educational Services

What the Filing Says About NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN

NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN is a Other retirement plan sponsored by NORTHFIELD MOUNT HERMON SCHOOL, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $72M in total end-of-year assets and covers 220 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042109865, and the plan has been effective since 1970-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $97M at the beginning of 2022 to $72M at year-end — a decline of 26.0%. Net assets (after liabilities) closed the year at $72M, with reported net income of $-25,137,065 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$97M
Total Assets (End of Year)$72M
Net Assets (End of Year)$72M
Net Income$-25,137,065
Plan TypeOther
Employer EIN042109865
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NORTHFIELD MOUNT HERMON SCHOOL)

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.

Frequently Asked Questions

How much money is in the NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN?
As of the 2022 Form 5500 filing, NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN holds $72M in total assets with 220 participants. It is sponsored by NORTHFIELD MOUNT HERMON SCHOOL.
What type of plan is NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN?
NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN is a Other plan. It has been effective since 1970-07-01. The plan is filed with the U.S. Department of Labor under EIN 042109865.
Who sponsors the NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN?
NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN is sponsored by NORTHFIELD MOUNT HERMON SCHOOL, located in Massachusetts. The sponsor's EIN is 042109865 and the plan operates in the Educational Services industry.
How did NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN perform in 2022?
NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN declined by 26.0% during 2022, moving from $97M to $72M in total assets. Net income was $-25,137,065.
Where can I find official filings for NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN?
Official Form 5500 filings for NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042109865 or plan name at efast.dol.gov.
How does NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN compare to other plans?
You can compare NORTHFIELD MOUNT HERMON RETIREMENT SAVINGS AND INVESTMENT PLAN against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.