Other · DOL Form 5500 · 2022

School Year Abroad, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
25
Participants Small participant base
60th
Percentile by assets National rank
$318,916
Avg per participant High balance/head
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Official DOL plan name: School Year Abroad 403(b) DC Plan · Sponsored by School Year Abroad, Inc. · Massachusetts · Educational Services

$8M in assets, 25 participants

School Year Abroad, Inc.'s School Year Abroad 403(b) DC Plan reported $8M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,749 in Educational Services (4,024 peers)

School Year Abroad, Inc. multi-year trail

School Year Abroad, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows School Year Abroad 403(b) DC Plan at $8M / 25 participants.

#1,749
in Educational Services (4,024 peers)
-19.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

School Year Abroad 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

School Year Abroad 403(b) DC Plan vs every filed plan by assets

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

$7,972,907 Top 40% higher than 60% 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

School Year Abroad 403(b) DC 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. School Year Abroad 403(b) DC Plan is a small filing (25 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 042589375 · School Year Abroad, Inc. PY 2022 · Other

School Year Abroad 403(b) DC Plan · $8M · 25 · 60th

  • BOY $8M
  • BOY 25
  • BOY 60th
  • BOY Other
  • BOY near Valley of the Sun United Way 403(b) Plan
  • BOY ind #1749

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 →

School Year Abroad 403(b) DC Plan in the asset neighbourhood

Hillwood Estate, Museum & Gardens 403(b) PlanHillwood Estate, Museum & Ga…$8MSchool Year Abroad 403(b) DC PlanSchool Year Abroad 403(b) DC…$8MValley of the Sun United Way 403(b) PlanValley of the Sun United Way…$8MCaldwell Hospice and Palliative Care, Inc. Retirement PlanCaldwell Hospice and Palliat…$8MLake View Memorial Hospital Employees Retirement PlanLake View Memorial Hospital …$8M
End-of-year total assets ($M) among School Year Abroad 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

School Year Abroad, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All School Year Abroad, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.865893707276403% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.97M $10.4M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 25 $8M
2023 1 21 $10M
2024 1 25 $10M

School Year Abroad, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN042589375
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

School Year Abroad 403(b) DC Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants School Year Abroad 403(b) DC Plan, Total assets ($B): 0.007972907 · Participants: 25School Year Abroad 403(b) DC PlanThe 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
School Year Abroad 403(b) DC Plan vs. nearby Other plans in Massachusetts, assets vs. participants

School Year Abroad 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Valley of the Sun United Way 403(b) Plan in AZ ($8M); by covered participants it is Hidden Villa 403(b) Retirement Plan in CA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 School Year Abroad 403(b) DC Plan assets move in 2022?
School Year Abroad 403(b) DC Plan declined sharply - down 19.2% during 2022, from $10M to $8M. Reported net income was -$2M.
How have School Year Abroad, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), School Year Abroad, Inc.'s sponsor-wide assets grew 30.9%, from $8M to $10M.
Which Other plans are similar in size to School Year Abroad 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Valley of the Sun United Way 403(b) Plan in AZ ($8M, 88 participants).
Which Other plans cover a similar participant headcount to School Year Abroad 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Hidden Villa 403(b) Retirement Plan in CA (25 participants, $4M in assets).