Other · DOL Form 5500 · 2022
The Fenn School Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 100
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $320,345
- Avg per participant High balance/head
Official DOL plan name: The Fenn School Tda and Retirement Plan · Sponsored by The Fenn School · Massachusetts · Educational Services
$32M in assets, 100 participants
The Fenn School's The Fenn School Tda and Retirement Plan reported $32M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #2,818 in Educational Services (4,024 peers)
Coverage in Massachusetts
The Fenn School Tda and Retirement Plan covers 100 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.
- #2,818
- in Educational Services (4,024 peers)
- -13.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fenn School Tda and Retirement Plan's outsized position by total assets
The Fenn School Tda and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$32,034,481 Top 16% higher than 84% 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
The Fenn School Tda and Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fenn School Tda and Retirement Plan is a small filing (100 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 042104064 · The Fenn School PY 2022 · Other
The Fenn School Tda and Retirement Plan · $32M · 100 · 84th
- PCT $32M
- EIN 100
- RANK 84th
- PHOTO Other
- IND near Campaign for Tobacco-Free Kids 403(b) Plan
- EOY ind #2818
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 →
The Fenn School Tda and Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | -$5M |
| Employer EIN | 042104064 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fenn School)
Sponsor-wide plan assets over time
All The Fenn School plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 31.211159625155155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $32M |
| 2023 | 1 | 97 | $38M |
| 2024 | 1 | 102 | $42M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
The Fenn School Tda and Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Campaign for Tobacco-Free Kids 403(b) Plan in DC ($32M); by covered participants it is Ronald Reagan Presidential Foundation 403(b) DC Plan in CA (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- Ronald Reagan Presidential Foundation 403(b) DC Plan (CA) 100 · 0 off
- Defiance College DC Retirement Plan (OH) 100 · 0 off
- The Alfred & Adele Davis Academy, Inc. DC Plan (GA) 100 · 0 off
- Metropolitan College of New York 403(b) DC Plan (NY) 100 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.