Trustees of Deerfield Academy Retirement Plan

Other · DOL Form 5500 · 2022

What the Filing Says About Trustees of Deerfield Academy Defined Contribution Retirement Plan

Trustees of Deerfield Academy Defined Contribution Retirement Plan is an Other retirement plan sponsored by Trustees of Deerfield Academy, headquartered in Massachusetts. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $127M in total end-of-year assets and covers 377 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103563, and the plan has been effective since 1966-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew at a solid clip from $117M at the beginning of 2022 to $127M at year-end - up 8.7%. Net assets (after liabilities) closed the year at $127M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Trustees of Deerfield Academy has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $127M to $143M, a gain of 12.1%, while reported participants moved from 377 to 399 (+5.8%). Year-by-year, sponsor-wide filings show: 2022 - $127M in assets across 1 plan covering 377 participants; 2023 - $143M in assets across 1 plan covering 399 participants.

By assets, Trustees of Deerfield Academy Defined Contribution Retirement Plan outranks 94% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Trustees of Deerfield Academy Defined Contribution Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.