Other · DOL Form 5500 · 2022

Trustees of Phillips Academy Retirement Plan

Data updated 2026-08-25

$281M
Total assets Near avg plan size
683
Participants Below avg headcount
97th
Percentile by assets National rank
$411,161
Avg per participant High balance/head
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Official DOL plan name: Phillips Academy Retirement Plan · Sponsored by Trustees of Phillips Academy · Massachusetts · Educational Services

$281M in assets, 683 participants

Trustees of Phillips Academy's Phillips Academy Retirement Plan reported $281M in total assets and 683 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,805 in Educational Services (4,024 peers)

Where Phillips Academy Retirement Plan sits by assets

Phillips Academy Retirement Plan sits in the top 5% of all filed plans by assets, $281M for 683 participants (~$411,161/participant), down 12.6% in 2022.

#3,805
in Educational Services (4,024 peers)
-12.6%
assets change YoY
2.8×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Phillips Academy Retirement Plan's outsized position by total assets

Phillips Academy Retirement Plan vs every filed plan by assets

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

$280,823,130 Top 3% higher than 97% 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

Phillips Academy 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. Phillips Academy Retirement Plan sits mid-pack in the medium band (683 participants).

Plan-year Form 5500 strip

Filing strip 042103579 · Trustees of Phillips Academy PY 2022 · Other

Phillips Academy Retirement Plan · $281M · 683 · 97th

  • ASSETS $281M
  • ASSETS 683
  • ASSETS 97th
  • ASSETS Other
  • ASSETS near Marist College Defined Contribution Retirement Plan
  • ASSETS ind #3805

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 →

Phillips Academy Retirement Plan in the asset neighbourhood

Association of American Medical Colleges Def. Cont. Retirement PlanAssociation of American Medi…$283MMarist College Defined Contribution Retirement PlanMarist College Defined Contr…$281MPhillips Academy Retirement PlanPhillips Academy Retirement …$281MLewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity PlanLewis & Clark College Define…$280MAu Health System, Inc. 403(b) Retirement Savings PlanAu Health System, Inc. 403(b…$279M
End-of-year total assets ($M) among Phillips Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$281M
Net Income-$40M
Employer EIN042103579
Plan Effective Date1974-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Phillips Academy)

Sponsor-wide plan assets over time

All Trustees of Phillips Academy plans reported in each filing year

Latest sponsor-wide plan assets
$349M 24.28103375957671% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $281M $349M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 683 $281M
2023 1 723 $323M
2024 1 756 $349M

Nearby Other Plans in Massachusetts

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

Phillips Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 012345 Total assets ($B) Participants Phillips Academy Retirement Plan, Total assets ($B): 0.28082313 · Participants: 683Phillips Academy Retirement 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
Phillips Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Phillips Academy Retirement Plan side-by-side with 3 peers →

Phillips Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Marist College Defined Contribution Retirement Plan in NY ($281M); by covered participants it is Clarkson University Pension Plan in NY (683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (683 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 Phillips Academy Retirement Plan assets move in 2022? ▼
Phillips Academy Retirement Plan pulled back noticeably - down 12.6% during 2022, from $321M to $281M. Reported net income was -$40M.
How have Trustees of Phillips Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Phillips Academy's sponsor-wide assets grew 24.3%, from $281M to $349M.
Where does Phillips Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Phillips Academy Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Phillips Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Marist College Defined Contribution Retirement Plan in NY ($281M, 842 participants).
Which Other plans cover a similar participant headcount to Phillips Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Clarkson University Pension Plan in NY (683 participants, $321M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103579.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.