Other · DOL Form 5500 · 2022
Nashoba Brooks School of Concord Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $199,399
- Avg per participant Above avg balance/head
Official DOL plan name: Nashoba Brooks School of Concord DC Retirement Plan · Sponsored by Nashoba Brooks School of Concord · Massachusetts · Educational Services
$16M in assets, 79 participants
Nashoba Brooks School of Concord's Nashoba Brooks School of Concord DC Retirement Plan reported $16M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,256 in Educational Services (4,024 peers)
Nashoba Brooks School of Concord multi-year trail
Nashoba Brooks School of Concord's plans moved +32.0% in assets from 2022 to 2024; this filing shows Nashoba Brooks School of Concord DC Retirement Plan at $16M / 79 participants.
- #2,256
- in Educational Services (4,024 peers)
- -18.7%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Nashoba Brooks School of Concord DC Retirement Plan's outsized position by total assets
Nashoba Brooks School of Concord DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,752,501 Top 27% higher than 73% 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
Nashoba Brooks School of Concord DC 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. Nashoba Brooks School of Concord DC Retirement Plan is a small filing (79 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 042103947 · Nashoba Brooks School of Concord PY 2022 · Other
Nashoba Brooks School of Concord DC Retirement Plan · $16M · 79 · 73rd
- BOY $16M
- SCH 79
- EBSA 73rd
- PART Other
- TYPE near Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan
- NET ind #2256
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 →
Nashoba Brooks School of Concord DC Retirement Plan in the asset neighbourhood
Nashoba Brooks School of Concord multi-year asset trail
Sponsor-wide plan assets over time
All Nashoba Brooks School of Concord plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 31.96168659186246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $16M |
| 2023 | 1 | 89 | $19M |
| 2024 | 1 | 96 | $21M |
Nashoba Brooks School of Concord filing trail (2022)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$4M |
| Employer EIN | 042103947 |
| Plan Effective Date | 1985-05-16 |
| Filing Status | FILING RECEIVED |
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
Nashoba Brooks School of Concord DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan in CA ($16M); by covered participants it is Montessori School of Raleigh Retirement Plan in NC (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Clinicas De Salud Del Pueblo, Inc. Dba Innercare 403(b) Plan (CA) $16M · 588
- Bethany St. Joseph Corporation Retirement Plan (WI) $16M · 522
- Nib Tda Plan (VA) $16M · 183
- Lifeserve Retirement Plan (IA) $16M · 314
Similar participant headcount
Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.
- Montessori School of Raleigh Retirement Plan (NC) 79 · 0 off
- Mayfield Senior School 403 (B) Plan (CA) 79 · 0 off
- Jane Todd Crawford Met Life 403(b) (KY) 79 · 0 off
- Habitat for Humanity East Bay Retirement Plan (CA) 79 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.