Other · DOL Form 5500 · 2022
Stoneleigh-Burnham School Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $198,517
- Avg per participant Above avg balance/head
Official DOL plan name: Stoneleigh-Burnham School 403(b) DC Plan · Sponsored by Stoneleigh-Burnham School · Massachusetts · Educational Services
$10M in assets, 49 participants
Stoneleigh-Burnham School's Stoneleigh-Burnham School 403(b) DC Plan reported $10M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #1,902 in Educational Services (4,024 peers)
Stoneleigh-Burnham School multi-year trail
Stoneleigh-Burnham School's plans moved +26.4% in assets from 2022 to 2024; this filing shows Stoneleigh-Burnham School 403(b) DC Plan at $10M / 49 participants.
- #1,902
- in Educational Services (4,024 peers)
- -18.1%
- 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.
Stoneleigh-Burnham School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Stoneleigh-Burnham School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,727,316 Top 36% higher than 64% 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
Stoneleigh-Burnham School 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. Stoneleigh-Burnham School 403(b) DC Plan is a small filing (49 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 042163044 · Stoneleigh-Burnham School PY 2022 · Other
Stoneleigh-Burnham School 403(b) DC Plan · $10M · 49 · 64th
- ASSETS $10M
- PCT 49
- EIN 64th
- RANK Other
- PHOTO near 403(b) Thrift Plan of Coalition for the Homeless, Inc.
- IND ind #1902
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 →
Stoneleigh-Burnham School 403(b) DC Plan in the asset neighbourhood
Stoneleigh-Burnham School multi-year asset trail
Sponsor-wide plan assets over time
All Stoneleigh-Burnham School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 26.376895743903045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $10M |
| 2023 | 1 | 50 | $11M |
| 2024 | 1 | 35 | $12M |
Stoneleigh-Burnham School filing trail (2022)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 042163044 |
| Plan Effective Date | 1958-01-01 |
| 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
Stoneleigh-Burnham School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Coalition for the Homeless, Inc. in NY ($10M); by covered participants it is Informs Defined Contribution Retirement Plan in MD (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 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.