Other · DOL Form 5500 · 2022
Trustees of Phillips Academy Retirement Plan
Data updated 2026-08-11
- $281M
- Total assets
- 683
- Participants
- 97th
- Percentile by assets
- $411,161
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $281M
- total plan assets (2022 EOY)
- 683
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $411,161
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Phillips Academy Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $321M |
|---|---|
| Net Assets (End of Year) | $281M |
| Net Income | -$40M |
| Employer EIN | 042103579 |
| Plan Effective Date | 1974-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Phillips Academy)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Phillips Academy Retirement Plan by total assets, not by location.
- Marist College Defined Contribution Retirement Plan (NY) $281M · 842
- Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OR) $280M · 774
- Association of American Medical Colleges Def. Cont. Retirement Plan (DC) $283M · 757
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) $279M · 4,392
Frequently Asked Questions
How did Phillips Academy Retirement Plan assets move in 2022? ▼
How have Trustees of Phillips Academy plan assets changed over time? ▼
Where does Phillips Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Phillips Academy Retirement Plan? ▼
Next read for Phillips Academy Retirement Plan
Scale reading
Ways to act on Phillips Academy Retirement Plan's numbers.
- By total assets, Phillips Academy Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Trustees of Phillips Academy's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Educational Services plans