Other · DOL Form 5500 · 2022
Groton School Retirement Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 202
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $355,522
- Avg per participant High balance/head
Official DOL plan name: Groton School 403(b) Defined Contribution Retirement Plan · Sponsored by Groton School · Massachusetts · Educational Services
$72M in assets, 202 participants
Groton School's Groton School 403(b) Defined Contribution Retirement Plan reported $72M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,342 in Educational Services (4,024 peers)
Coverage in Massachusetts
Groton School 403(b) Defined Contribution Retirement Plan covers 202 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $72M.
- #3,342
- in Educational Services (4,024 peers)
- -16.2%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Groton School 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Groton School 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$71,815,449 Top 9% higher than 91% 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
Groton School 403(b) Defined Contribution 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. Groton School 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (202 participants).
Plan-year Form 5500 strip
Filing strip 042104265 · Groton School PY 2022 · Other
Groton School 403(b) Defined Contribution Retirement Plan · $72M · 202 · 91st
- BOOK $72M
- BOOK 202
- BOOK 91st
- BOOK Other
- BOOK near Anderson Healthcare 403b Plan
- BOOK ind #3342
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 →
Groton School 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | -$14M |
| Employer EIN | 042104265 |
| Plan Effective Date | 1923-01-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Groton School)
Sponsor-wide plan assets over time
All Groton School plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 21.224308979260275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 281 | $93M |
| 2023 | 2 | 279 | $103M |
| 2024 | 2 | 269 | $112M |
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
Groton School 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Anderson Healthcare 403b Plan in IL ($72M); by covered participants it is The Park School Annuity Plan in MD (202 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.
- The Park School Annuity Plan (MD) 202 · 0 off
- Hcs 403(b) Retirement Plan (NH) 202 · 0 off
- Sacramento Country Day School (CA) 202 · 0 off
- The Arc of the St. Johns 403(b) Plan (FL) 202 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.