Profit Sharing · DOL Form 5500 · 2022
Hillcrest Educational Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 496
- Participants
- 78th
- Percentile by assets
- $42,158
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $21M
- total plan assets (2022 EOY)
- 496
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $42,158
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Hillcrest Educational Foundation, Inc. 403(b) Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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.)
| 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.
Hillcrest Educational Foundation, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Hillcrest Educational Foundation, Inc. 403(b) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Hillcrest Educational Foundation, Inc. 403(b) Plan assets move in 2022? ▼
How have Hillcrest Educational Foundation, Inc. plan assets changed over time? ▼
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Scale reading
Ways to act on Hillcrest Educational Foundation, Inc. 403(b) Plan's numbers.
- By total assets, Hillcrest Educational Foundation, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Hillcrest Educational Foundation, Inc.'s sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Educational Services plans