Other · DOL Form 5500 · 2022

Shady Hill School Corporation Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
198
Participants Below avg headcount
88th
Percentile by assets National rank
$257,199
Avg per participant Above avg balance/head
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Official DOL plan name: Shady Hill School DC and Tda Retirement Plan · Sponsored by Shady Hill School Corporation · Massachusetts · Educational Services

$51M in assets, 198 participants

Shady Hill School Corporation's Shady Hill School DC and Tda Retirement Plan reported $51M in total assets and 198 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,139 in Educational Services (4,024 peers)

Coverage in Massachusetts

Shady Hill School DC and Tda Retirement Plan covers 198 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $51M.

#3,139
in Educational Services (4,024 peers)
-15.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shady Hill School DC and Tda Retirement Plan's outsized position by total assets

Shady Hill School DC and Tda Retirement Plan vs every filed plan by assets

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

$50,925,500 Top 12% higher than 88% 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

Shady Hill School DC and Tda 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. Shady Hill School DC and Tda Retirement Plan sits mid-pack in the medium band (198 participants).

Plan-year Form 5500 strip

Filing strip 042103628 · Shady Hill School Corporation PY 2022 · Other

Shady Hill School DC and Tda Retirement Plan · $51M · 198 · 88th

  • PART $51M
  • TYPE 198
  • NET 88th
  • BOOK Other
  • VS-ST near Marlborough School Defined Contribution Retirement Plan
  • BOY ind #3139

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 →

Shady Hill School DC and Tda Retirement Plan in the asset neighbourhood

The American Bible Society Section 403(b) Savings & Retirement PlanThe American Bible Society S…$51MShady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$51MMarlborough School Defined Contribution Retirement PlanMarlborough School Defined C…$51MGift of Life Donor Program 403(b) PlanGift of Life Donor Program 4…$51MOregon Episcopal School Defined Contribution Retirement PlanOregon Episcopal School Defi…$51M
End-of-year total assets ($M) among Shady Hill School DC and Tda Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$51M
Net Income-$9M
Employer EIN042103628
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shady Hill School Corporation)

Sponsor-wide plan assets over time

All Shady Hill School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$67M 31.412964035699208% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.9M $66.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 198 $51M
2023 1 211 $61M
2024 1 209 $67M

Nearby Other Plans in Massachusetts

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

Shady Hill School DC and Tda Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Shady Hill School DC and Tda Retirement Plan, Total assets ($B): 0.0509255 · Participants: 198Shady Hill School DC and Tda 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
Shady Hill School DC and Tda Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Shady Hill School DC and Tda Retirement Plan side-by-side with 3 peers →

Shady Hill School DC and Tda Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Marlborough School Defined Contribution Retirement Plan in CA ($51M); by covered participants it is Louisville Collegiate School Defined Contribution 1 2 in KY (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Shady Hill School DC and Tda Retirement Plan assets move in 2022? ▼
Shady Hill School DC and Tda Retirement Plan declined sharply - down 15.2% during 2022, from $60M to $51M. Reported net income was -$9M.
How have Shady Hill School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shady Hill School Corporation's sponsor-wide assets grew 31.4%, from $51M to $67M.
Where does Shady Hill School DC and Tda Retirement Plan rank by assets among Form 5500 filers? ▼
Shady Hill School DC and Tda Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shady Hill School DC and Tda Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Marlborough School Defined Contribution Retirement Plan in CA ($51M, 131 participants).
Which Other plans cover a similar participant headcount to Shady Hill School DC and Tda Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Louisville Collegiate School Defined Contribution 1 2 in KY (198 participants, $20M 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 042103628.

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.