Other · DOL Form 5500 · 2022
The Fenn School Retirement Plan
Data updated 2026-08-11
- $32M
- Total assets
- 100
- Participants
- 84th
- Percentile by assets
- $320,345
- Avg per participant
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.
- 84th percentile by assets (of 139,126 plans)
- #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.
- $32M
- total plan assets (2022 EOY)
- 100
- covered participants
- 84th
- percentile by assets (of 139,126 plans)
- $320,345
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Fenn School Tda and Retirement Plan reports 100 participants - about 15% of that state average ($32M EOY assets).
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)
| 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 Fenn School Tda and Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Fenn School Tda and Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Fenn School Tda and Retirement Plan assets move in 2022? ▼
How have The Fenn School plan assets changed over time? ▼
Where does The Fenn School Tda and Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Fenn School Tda and Retirement Plan? ▼
Next read for The Fenn School Tda and Retirement Plan
Filing takeaways
Ways to act on The Fenn School Tda and Retirement Plan's numbers.
- By total assets, The Fenn School Tda and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The Fenn School's sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Educational Services plans