Other · DOL Form 5500 · 2022
The Fessenden School Retirement Plan
Data updated 2026-08-11
- $43M
- Total assets
- 311
- Participants
- 87th
- Percentile by assets
- $137,493
- Avg per participant
Official DOL plan name: The Fessenden School Retirement Plan · Sponsored by The Fessenden School · Massachusetts · Educational Services
$43M in assets, 311 participants
The Fessenden School's The Fessenden School Retirement Plan reported $43M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #3,031 in Educational Services (4,024 peers)
Coverage in Massachusetts
The Fessenden School Retirement Plan covers 311 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.
- $43M
- total plan assets (2022 EOY)
- 311
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $137,493
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Fessenden School Retirement Plan reports 311 participants - about 47% of that state average ($43M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $2M |
| Employer EIN | 042103574 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fessenden School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $43M |
| 2023 | 1 | 292 | $50M |
| 2024 | 1 | 347 | $57M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
The Fessenden School 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 The Fessenden School Retirement Plan by total assets, not by location.
- United States Fund for Unicef Defined Contribution Retirement Plan (NY) $43M · 266
- Peckham, Inc. 403(b) Tda Plan (MI) $43M · 2,845
- Wells College Tax Deferred Retirement Plan (NY) $43M · 98
- Hawken School Retirement Plan (OH) $43M · 304
Frequently Asked Questions
How did The Fessenden School Retirement Plan assets move in 2022? ▼
How have The Fessenden School plan assets changed over time? ▼
Where does The Fessenden School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Fessenden School Retirement Plan? ▼
Next read for The Fessenden School Retirement Plan
Filing takeaways
Ways to act on The Fessenden School Retirement Plan's numbers.
- By total assets, The Fessenden School 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
- The Fessenden School's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Educational Services plans