Other · DOL Form 5500 · 2022

Dana Hall School Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
191
Participants Below avg headcount
88th
Percentile by assets National rank
$263,399
Avg per participant High balance/head
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Official DOL plan name: Dana Hall School Retirement Plan for Employees · Sponsored by Dana Hall School · Massachusetts · Educational Services

$50M in assets, 191 participants

Dana Hall School's Dana Hall School Retirement Plan for Employees reported $50M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,124 in Educational Services (4,024 peers)

Coverage in Massachusetts

Dana Hall School Retirement Plan for Employees covers 191 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $50M.

#3,124
in Educational Services (4,024 peers)
-14.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana Hall School Retirement Plan for Employees's outsized position by total assets

Dana Hall School Retirement Plan for Employees vs every filed plan by assets

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

$50,309,258 Top 12% higher than 88% 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

Dana Hall School Retirement Plan for Employees 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. Dana Hall School Retirement Plan for Employees sits mid-pack in the medium band (191 participants).

DOL schedule card

Filing strip 042103562 · Dana Hall School PY 2022 · Other

Dana Hall School Retirement Plan for Employees · $50M · 191 · 88th

  • EBSA $50M
  • EBSA 191
  • EBSA 88th
  • EBSA Other
  • EBSA near Lakeland University Retirement Plan 403(b)
  • EBSA ind #3124

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 →

Dana Hall School Retirement Plan for Employees in the asset neighbourhood

Lakeland University Retirement Plan 403(b)Lakeland University Retireme…$50MGuide Dogs for the Blind, Inc. 403(b) PlanGuide Dogs for the Blind, In…$50MDana Hall School Retirement Plan for EmployeesDana Hall School Retirement …$50MMarin Country Day School Defined Contribution 403(b) Retirement PlanMarin Country Day School Def…$50MThe American School in London Foundation 403(b) Retirement PlanThe American School in Londo…$50M
End-of-year total assets ($M) among Dana Hall School Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$50M
Net Income-$9M
Employer EIN042103562
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Hall School)

Sponsor-wide plan assets over time

All Dana Hall School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 25.491015987554416% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $63.1M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 191 $50M
2023 1 191 $57M
2024 1 200 $63M

Nearby Other Plans in Massachusetts

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

Dana Hall School Retirement Plan for Employees vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Dana Hall School Retirement Plan for Employees, Total assets ($B): 0.050309258 · Participants: 191Dana Hall School Retirement Plan for EmployeesThe 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
Dana Hall School Retirement Plan for Employees vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Dana Hall School Retirement Plan for Employees side-by-side with 3 peers →

Dana Hall School Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Lakeland University Retirement Plan 403(b) in WI ($50M); by covered participants it is Pilgrim Place in Claremont 403(b) Plan in CA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Dana Hall School Retirement Plan for Employees assets move in 2022? ▼
Dana Hall School Retirement Plan for Employees pulled back noticeably - down 14.6% during 2022, from $59M to $50M. Reported net income was -$9M.
How have Dana Hall School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Hall School's sponsor-wide assets grew 25.5%, from $50M to $63M.
Where does Dana Hall School Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Dana Hall School Retirement Plan for Employees ranks in the 88th 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 Dana Hall School Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is Lakeland University Retirement Plan 403(b) in WI ($50M, 293 participants).
Which Other plans cover a similar participant headcount to Dana Hall School Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Pilgrim Place in Claremont 403(b) Plan in CA (191 participants, $6M 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 042103562.

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.