Other · DOL Form 5500 · 2022
Shore Country Day School Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $293,115
- Avg per participant High balance/head
Official DOL plan name: Shore Country Day School 403(b) DC Plan · Sponsored by Shore Country Day School · Massachusetts · Educational Services
$26M in assets, 89 participants
Shore Country Day School's Shore Country Day School 403(b) DC Plan reported $26M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #2,659 in Educational Services (4,024 peers)
Where Shore Country Day School 403(b) DC Plan sits by assets
Shore Country Day School 403(b) DC Plan sits in the top quartile of all filed plans by assets, $26M for 89 participants (~$293,115/participant), down 13.2% in 2022.
- #2,659
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Shore Country Day School 403(b) DC Plan's outsized position by total assets
Shore Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,087,210 Top 19% higher than 81% 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
Shore Country Day 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. Shore Country Day School 403(b) DC Plan is a small filing (89 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 042104926 · Shore Country Day School PY 2022 · Other
Shore Country Day School 403(b) DC Plan · $26M · 89 · 81st
- BOY $26M
- BOY 89
- BOY 81st
- BOY Other
- BOY near National Kidney Foundation Retirement Savings Plan
- BOY ind #2659
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 →
Shore Country Day School 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$4M |
| Employer EIN | 042104926 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shore Country Day School)
Sponsor-wide plan assets over time
All Shore Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 16.43308732516816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $26M |
| 2023 | 1 | 93 | $29M |
| 2024 | 1 | 87 | $30M |
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
Shore Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is National Kidney Foundation Retirement Savings Plan in NY ($26M); by covered participants it is Marymount California University Defined Contribution Plan in CA (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.