Other · DOL Form 5500 · 2022

The Fessenden School Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
311
Participants Below avg headcount
87th
Percentile by assets National rank
$137,493
Avg per participant Near avg balance/head
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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.

  • #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.

#3,031
in Educational Services (4,024 peers)
+5.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Fessenden School Retirement Plan's outsized position by total assets

The Fessenden School Retirement Plan vs every filed plan by assets

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

$42,760,424 Top 13% higher than 87% 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

The Fessenden School 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. The Fessenden School Retirement Plan sits mid-pack in the medium band (311 participants).

Published 5500 schedule card

Filing strip 042103574 · The Fessenden School PY 2022 · Other

The Fessenden School Retirement Plan · $43M · 311 · 87th

  • IND $43M
  • EOY 311
  • 5500 87th
  • ASSETS Other
  • PCT near United States Fund for Unicef Defined Contribution Retirement Plan
  • EIN ind #3031

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 →

The Fessenden School Retirement Plan in the asset neighbourhood

The Fessenden School Retirement PlanThe Fessenden School Retirem…$43MUnited States Fund for Unicef Defined Contribution Retirement PlanUnited States Fund for Unice…$43MPeckham, Inc. 403(b) Tda Plan$43MWells College Tax Deferred Retirement PlanWells College Tax Deferred R…$43MHawken School Retirement Plan$43M
End-of-year total assets ($M) among The Fessenden School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$2M
Employer EIN042103574
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fessenden School)

Sponsor-wide plan assets over time

All The Fessenden School plans reported in each filing year

Latest sponsor-wide plan assets
$57M 32.32597974238983% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.8M $56.6M ▲ +32.3%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Fessenden School Retirement Plan, Total assets ($B): 0.042760424 · Participants: 311The Fessenden School 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
The Fessenden School Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Fessenden School Retirement Plan side-by-side with 3 peers →

The Fessenden School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is United States Fund for Unicef Defined Contribution Retirement Plan in NY ($43M); by covered participants it is Community Solutions 403(b) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 The Fessenden School Retirement Plan assets move in 2022? ▼
The Fessenden School Retirement Plan grew at a solid clip - up 5.9% during 2022, from $40M to $43M. Reported net income was $2M.
How have The Fessenden School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fessenden School's sponsor-wide assets grew 32.3%, from $43M to $57M.
Where does The Fessenden School Retirement Plan rank by assets among Form 5500 filers? ▼
The Fessenden School Retirement Plan ranks in the 87th 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 The Fessenden School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is United States Fund for Unicef Defined Contribution Retirement Plan in NY ($43M, 266 participants).
Which Other plans cover a similar participant headcount to The Fessenden School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Solutions 403(b) Plan in CA (311 participants, $9M 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 042103574.

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.