Other · DOL Form 5500 · 2022

The Beaver Country Day School, Inc. Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
124
Participants Small participant base
86th
Percentile by assets National rank
$323,839
Avg per participant High balance/head
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Official DOL plan name: Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by The Beaver Country Day School, Inc. · Massachusetts · Educational Services

$40M in assets, 124 participants

The Beaver Country Day School, Inc.'s Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported $40M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,991 in Educational Services (4,024 peers)

Coverage in Massachusetts

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan covers 124 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $40M.

#2,991
in Educational Services (4,024 peers)
+11.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets

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

$40,156,081 Top 14% higher than 86% 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

Beaver Country Day Defined Contribution and Tax Deferred Annuity 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. Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (124 participants).

Form 5500 schedule snapshot

Filing strip 042103869 · The Beaver Country Day School, Inc. PY 2022 · Other

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan · $40M · 124 · 86th

  • 5500 $40M
  • ASSETS 124
  • PCT 86th
  • EIN Other
  • RANK near Osu Physicians, Inc. 403b Plan
  • PHOTO ind #2991

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 →

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood

Osu Physicians, Inc. 403b PlanOsu Physicians, Inc. 403b Pl…$40MBeaver Country Day Defined Contribution and Tax Deferred Annuity Retirement PlanBeaver Country Day Defined C…$40MKent Denver Country Day School 403(b) Retirement PlanKent Denver Country Day Scho…$40MCatawba College Retirement PlanCatawba College Retirement P…$40MRobert W. Woodruff Arts Center, Inc. Defined Contribution Retirement PlanRobert W. Woodruff Arts Cent…$40M
End-of-year total assets ($M) among Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN042103869
Plan Effective Date1947-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Beaver Country Day School, Inc.)

Sponsor-wide plan assets over time

All The Beaver Country Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 28.326394699721817% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.2M $51.5M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 124 $40M
2023 1 132 $46M
2024 1 139 $52M

Nearby Other Plans in Massachusetts

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

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($B): 0.040156081 · Participants: 124Beaver Country Day Defined Contribution and Tax Deferred Annuity 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
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan side-by-side with 3 peers →

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Osu Physicians, Inc. 403b Plan in OH ($40M); by covered participants it is Town School for Boys DC Retirement Plan in CA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan assets move in 2022? ▼
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan grew at a solid clip - up 11.4% during 2022, from $36M to $40M. Reported net income was $4M.
How have The Beaver Country Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Beaver Country Day School, Inc.'s sponsor-wide assets grew 28.3%, from $40M to $52M.
Where does Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the 86th 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 Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Osu Physicians, Inc. 403b Plan in OH ($40M, 1,412 participants).
Which Other plans cover a similar participant headcount to Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Town School for Boys DC Retirement Plan in CA (124 participants, $33M 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 042103869.

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.