Other · DOL Form 5500 · 2022
Shady Hill School Corporation Retirement Plan
Data updated 2026-08-11
- $51M
- Total assets
- 198
- Participants
- 88th
- Percentile by assets
- $257,199
- Avg per participant
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.
- 88th percentile by assets (of 139,126 plans)
- #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.
- $51M
- total plan assets (2022 EOY)
- 198
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $257,199
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Shady Hill School DC and Tda Retirement Plan reports 198 participants - about 30% of that state average ($51M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | -$9M |
| Employer EIN | 042103628 |
| Plan Effective Date | 1963-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shady Hill School Corporation)
| 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
- 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 Shady Hill School DC and Tda Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Shady Hill School DC and Tda Retirement Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Shady Hill School DC and Tda Retirement Plan's numbers.
- By total assets, Shady Hill School DC and Tda Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Shady Hill School Corporation's sponsor-wide assets have grown 31.4% since 2022 across 3 plan years on file. More Educational Services plans