Profit Sharing · DOL Form 5500 · 2022
Hillcrest Educational Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 496
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $42,158
- Avg per participant Low balance/head
Official DOL plan name: Hillcrest Educational Foundation, Inc. 403(b) Plan · Sponsored by Hillcrest Educational Foundation, Inc. · Massachusetts · Educational Services
$21M in assets, 496 participants
Hillcrest Educational Foundation, Inc.'s Hillcrest Educational Foundation, Inc. 403(b) Plan reported $21M in total assets and 496 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #2,497 in Educational Services (4,024 peers)
Where Hillcrest Educational Foundation, Inc. 403(b) Plan sits by assets
Hillcrest Educational Foundation, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $21M for 496 participants (~$42,158/participant), down 16.7% in 2022.
- #2,497
- in Educational Services (4,024 peers)
- -16.7%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hillcrest Educational Foundation, Inc. 403(b) Plan's outsized position by total assets
Hillcrest Educational Foundation, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,910,486 Top 22% higher than 78% 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
Hillcrest Educational Foundation, Inc. 403(b) 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. Hillcrest Educational Foundation, Inc. 403(b) Plan sits mid-pack in the medium band (496 participants).
EBSA filing schedule strip
Filing strip 800545676 · Hillcrest Educational Foundation, Inc. PY 2022 · Profit Sharing
Hillcrest Educational Foundation, Inc. 403(b) Plan · $21M · 496 · 78th
- RANK $21M
- PHOTO 496
- IND 78th
- EOY Profit Sharing
- 5500 near Robin Hood 401(a) Employer Contribution Plan
- ASSETS ind #2497
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 →
Hillcrest Educational Foundation, Inc. 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 800545676 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hillcrest Educational Foundation, Inc.)
Sponsor-wide plan assets over time
All Hillcrest Educational Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 39.27362568234904% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 496 | $21M |
| 2023 | 1 | 544 | $25M |
| 2024 | 1 | 563 | $29M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Hillcrest Educational Foundation, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Robin Hood 401(a) Employer Contribution Plan in NY ($21M); by covered participants it is Resthaven 403(b) Retirement Plan in MI (496 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Robin Hood 401(a) Employer Contribution Plan (NY) $21M · 118
- Aspire Living & Learning, Inc. 403(b) Plan (VT) $21M · 1,004
- Farrell Calhoun, Inc. Retirement Plan (TN) $21M · 177
- Hubbell Caribe, Inc. Employees' Retirement Plan (CT) $21M · 594
Similar participant headcount
Nearest other-state filings by covered participants (496 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.