Other · DOL Form 5500 · 2022
Allen Chase Foundation Dba Eaglebrook School Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $261,597
- Avg per participant Above avg balance/head
Official DOL plan name: Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan · Sponsored by Allen Chase Foundation Dba Eaglebrook School · Massachusetts · Educational Services
$39M in assets, 149 participants
Allen Chase Foundation Dba Eaglebrook School's Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported $39M in total assets and 149 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.
- #2,969 in Educational Services (4,024 peers)
Coverage in Massachusetts
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $39M.
- #2,969
- in Educational Services (4,024 peers)
- +11.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan's outsized position by total assets
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$38,977,917 Top 14% higher than 86% 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
Allen-Chase Foundation Dba Eaglebrook School 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. Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan sits mid-pack in the medium band (149 participants).
Plan-year Form 5500 strip
Filing strip 042108341 · Allen Chase Foundation Dba Eaglebrook School PY 2022 · Other
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan · $39M · 149 · 86th
- RANK $39M
- RANK 149
- RANK 86th
- RANK Other
- RANK near Hawaii Preparatory Academy Defined Contribution Retirement Plan
- RANK ind #2969
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 →
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 042108341 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Chase Foundation Dba Eaglebrook School)
Sponsor-wide plan assets over time
All Allen Chase Foundation Dba Eaglebrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 24.477944780887086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $39M |
| 2023 | 1 | 158 | $44M |
| 2024 | 1 | 172 | $49M |
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
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hawaii Preparatory Academy Defined Contribution Retirement Plan in HI ($39M); by covered participants it is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 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.