Other · DOL Form 5500 · 2022

Trustees of Deerfield Academy Retirement Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
377
Participants Below avg headcount
94th
Percentile by assets National rank
$337,824
Avg per participant High balance/head
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Official DOL plan name: Trustees of Deerfield Academy Defined Contribution Retirement Plan · Sponsored by Trustees of Deerfield Academy · Massachusetts · Educational Services

$127M in assets, 377 participants

Trustees of Deerfield Academy's Trustees of Deerfield Academy Defined Contribution Retirement Plan reported $127M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,596 in Educational Services (4,024 peers)

Where Trustees of Deerfield Academy Defined Contribution Retirement Plan sits by assets

Trustees of Deerfield Academy Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 377 participants (~$337,824/participant), up 8.7% in 2022.

#3,596
in Educational Services (4,024 peers)
+8.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Trustees of Deerfield Academy Defined Contribution Retirement Plan's outsized position by total assets

Trustees of Deerfield Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$127,359,836 Top 6% higher than 94% 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

Trustees of Deerfield Academy 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. Trustees of Deerfield Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (377 participants).

Form 5500 schedule snapshot

Filing strip 042103563 · Trustees of Deerfield Academy PY 2022 · Other

Trustees of Deerfield Academy Defined Contribution Retirement Plan · $127M · 377 · 94th

  • BOOK $127M
  • BOOK 377
  • BOOK 94th
  • BOOK Other
  • BOOK near Whittier College 403(b) Plan
  • BOOK ind #3596

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 →

Trustees of Deerfield Academy Defined Contribution Retirement Plan in the asset neighbourhood

University Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$128MLecom Health 403(b) DC Plan$128MTrustees of Deerfield Academy Defined Contribution Retirement PlanTrustees of Deerfield Academ…$127MWhittier College 403(b) Plan$127MIncentive Savings Plan for Employees of Meadville Medical CenterIncentive Savings Plan for E…$127M
End-of-year total assets ($M) among Trustees of Deerfield Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$127M
Net Income$10M
Employer EIN042103563
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Deerfield Academy)

Sponsor-wide plan assets over time

All Trustees of Deerfield Academy plans reported in each filing year

Latest sponsor-wide plan assets
$156M 22.879691051109706% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $157M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 377 $127M
2023 1 399 $143M
2024 1 421 $156M

Nearby Other Plans in Massachusetts

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

Trustees of Deerfield Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Trustees of Deerfield Academy Defined Contribution Retirement Plan, Total assets ($B): 0.127359836 · Participants: 377Trustees of Deerfield Academy Defined Contribution 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
Trustees of Deerfield Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Trustees of Deerfield Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Trustees of Deerfield Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Whittier College 403(b) Plan in CA ($127M); by covered participants it is Pennswood Village 403b Plan in PA (377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Trustees of Deerfield Academy Defined Contribution Retirement Plan assets move in 2022? ▼
Trustees of Deerfield Academy Defined Contribution Retirement Plan grew at a solid clip - up 8.7% during 2022, from $117M to $127M. Reported net income was $10M.
How have Trustees of Deerfield Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Deerfield Academy's sponsor-wide assets grew 22.9%, from $127M to $156M.
Where does Trustees of Deerfield Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Trustees of Deerfield Academy Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Trustees of Deerfield Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Whittier College 403(b) Plan in CA ($127M, 303 participants).
Which Other plans cover a similar participant headcount to Trustees of Deerfield Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pennswood Village 403b Plan in PA (377 participants, $18M 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 042103563.

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.