Other · DOL Form 5500 · 2022

Belmont Hill School Retirement Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
126
Participants Small participant base
89th
Percentile by assets National rank
$447,277
Avg per participant High balance/head
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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.

  • #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.

#3,202
in Educational Services (4,024 peers)
-16.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Belmont Hill School Defined Contribution Retirement Plan's outsized position 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 $2,050,000,000 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

Belmont Hill School Defined Contribution Retirement 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. Belmont Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (126 participants).

DOL schedule card

Filing strip 042103870 · Belmont Hill School PY 2022 · Other

Belmont Hill School Defined Contribution Retirement Plan · $56M · 126 · 89th

  • PHOTO $56M
  • IND 126
  • EOY 89th
  • 5500 Other
  • ASSETS near Brenau University 403(b) Defined Contribution Plan
  • PCT ind #3202

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 →

Belmont Hill School Defined Contribution Retirement Plan in the asset neighbourhood

Brenau University 403(b) Defined Contribution PlanBrenau University 403(b) Def…$56MBelmont Hill School Defined Contribution Retirement PlanBelmont Hill School Defined …$56MUniversity of Mary Employee Retirement PlanUniversity of Mary Employee …$56MBloomfield College Defined Contribution Retirement PlanBloomfield College Defined C…$56MSandhills 401(k) Plan$56M
End-of-year total assets ($M) among Belmont Hill School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Belmont Hill School plans reported in each filing year

Latest sponsor-wide plan assets
$67M 18.659740836582873% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $56.4M $66.9M ▲ +18.6%
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 ($B) Participants Belmont Hill School Defined Contribution Retirement Plan, Total assets ($B): 0.056356951 · Participants: 126Belmont Hill School Defined Contribution Retirement 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
Belmont Hill School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Belmont Hill School Defined Contribution Retirement Plan side-by-side with 3 peers →

Belmont Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Brenau University 403(b) Defined Contribution Plan in GA ($56M); by covered participants it is Pathways to Housing DC 403(b) Group Retirement in DC (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 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).
Which Other plans cover a similar participant headcount to Belmont Hill School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pathways to Housing DC 403(b) Group Retirement in DC (126 participants, $949K 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 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.