Other · DOL Form 5500 · 2022

Spaulding Academy & Family Services Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
224
Participants Below avg headcount
57th
Percentile by assets National rank
$30,162
Avg per participant Low balance/head
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Official DOL plan name: Spaulding Academy & Family Services 403(b) Retirement Plan · Sponsored by Spaulding Academy & Family Services · New Hampshire · Educational Services

$7M in assets, 224 participants

Spaulding Academy & Family Services's Spaulding Academy & Family Services 403(b) Retirement Plan reported $7M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,626 in Educational Services (4,024 peers)

Spaulding Academy & Family Services multi-year trail

Spaulding Academy & Family Services's plans moved +39.4% in assets from 2022 to 2024; this filing shows Spaulding Academy & Family Services 403(b) Retirement Plan at $7M / 224 participants.

#1,626
in Educational Services (4,024 peers)
+7.2%
assets growth YoY

Spaulding Academy & Family Services 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Spaulding Academy & Family Services 403(b) Retirement Plan vs every filed plan by assets

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

$6,756,384 Top 43% higher than 57% 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

Spaulding Academy & Family Services 403(b) 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. Spaulding Academy & Family Services 403(b) Retirement Plan sits mid-pack in the medium band (224 participants).

Plan-year Form 5500 strip

Filing strip 020244216 · Spaulding Academy & Family Services PY 2022 · Other

Spaulding Academy & Family Services 403(b) Retirement Plan · $7M · 224 · 57th

  • TYPE $7M
  • NET 224
  • BOOK 57th
  • VS-ST Other
  • BOY near West County Health Centers Inc. 403b Plan
  • SCH ind #1626

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 New Hampshire →

Spaulding Academy & Family Services 403(b) Retirement Plan in the asset neighbourhood

Spaulding Academy & Family Services 403(b) Retirement PlanSpaulding Academy & Family S…$7MWest County Health Centers Inc. 403b PlanWest County Health Centers I…$7MRiver Oak Center for Children 403b PlanRiver Oak Center for Childre…$7MParatransit, Inc. Tax Deferred Annuity Savings PlanParatransit, Inc. Tax Deferr…$7MDallas Christian School 403(b) DC PlanDallas Christian School 403(…$7M
End-of-year total assets ($M) among Spaulding Academy & Family Services 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Spaulding Academy & Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Spaulding Academy & Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.44506410529656% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.76M $9.42M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 224 $7M
2023 1 290 $8M
2024 1 309 $9M

Spaulding Academy & Family Services filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$456K
Employer EIN020244216
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Hampshire

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

Spaulding Academy & Family Services 403(b) Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Spaulding Academy & Family Services 403(b) Retirement Plan, Total assets ($M): 6.756384 · Participants: 224Spaulding Academy & Family Services 403(b) Retirement PlanDartmouth-Hitchcock Employee Investment Plan, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock Employee Investment PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Spaulding Academy & Family Services 403(b) Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants

Spaulding Academy & Family Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is West County Health Centers Inc. 403b Plan in CA ($7M); by covered participants it is Bryan College Retirement Savings Plan in TN (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Spaulding Academy & Family Services 403(b) Retirement Plan assets move in 2022?
Spaulding Academy & Family Services 403(b) Retirement Plan grew at a solid clip - up 7.2% during 2022, from $6M to $7M. Reported net income was $456K.
How have Spaulding Academy & Family Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Spaulding Academy & Family Services's sponsor-wide assets grew 39.4%, from $7M to $9M.
Which Other plans are similar in size to Spaulding Academy & Family Services 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is West County Health Centers Inc. 403b Plan in CA ($7M, 177 participants).
Which Other plans cover a similar participant headcount to Spaulding Academy & Family Services 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Bryan College Retirement Savings Plan in TN (224 participants, $8M in assets).