Other · DOL Form 5500 · 2022

Belmont Hill School Retirement Plan

Data updated 2026-08-11

$56M
Total assets
126
Participants
89th
Percentile by assets
$447,277
Avg per participant
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Official DOL plan name: Belmont Hill School Defined Contribution Retirement Plan · Sponsored by Belmont Hill School · Massachusetts · Educational Services

$56M in assets, 126 participants

Belmont Hill School's Belmont Hill School Defined Contribution Retirement Plan reported $56M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #3,202 in Educational Services (4,024 peers)

Coverage in Massachusetts

Belmont Hill School Defined Contribution Retirement Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $56M.

$56M
total plan assets (2022 EOY)
126
covered participants
89th
percentile by assets (of 139,126 plans)
$447,277
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Belmont Hill School Defined Contribution Retirement Plan sits by total assets

Belmont Hill School Defined Contribution Retirement Plan vs every filed plan by assets

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

$56,356,951 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Belmont Hill School Defined Contribution Retirement Plan reports 126 participants - about 19% of that state average ($56M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$56M
Net Income-$11M
Employer EIN042103870
Plan Effective Date1948-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belmont Hill School)

$55M$60M$65M$70M 202220232024 $56.4M $66.9M ▲ +18.6%
Total plan assets by year, all Belmont Hill School plans on file
Year Plans Participants Total Assets
2022 1 126 $56M
2023 1 131 $62M
2024 1 138 $67M

Nearby Other Plans in Massachusetts

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

Belmont Hill School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Belmont Hill School …, Total assets ($B): 0.056356951 · Participants: 126Belmont Hill School …The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Belmont Hill School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Belmont Hill School Defined Contribution… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Belmont Hill School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Belmont Hill School Defined Contribution Retirement Plan assets move in 2022? ▼
Belmont Hill School Defined Contribution Retirement Plan declined sharply - down 16.4% during 2022, from $67M to $56M. Reported net income was -$11M.
How have Belmont Hill School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belmont Hill School's sponsor-wide assets grew 18.7%, from $56M to $67M.
Where does Belmont Hill School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Belmont Hill School Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Belmont Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Brenau University 403(b) Defined Contribution Plan in GA ($56M, 389 participants).

Next read for Belmont Hill School Defined Contribution…

Filing takeaways

Ways to act on Belmont Hill School Defined Contribution Retirement Plan's numbers.

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 042103870.

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.