Other · DOL Form 5500 · 2022

Concord Academy Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
263
Participants Below avg headcount
89th
Percentile by assets National rank
$227,416
Avg per participant Above avg balance/head
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Official DOL plan name: Concord Academy Defined Contribution and Tax-Deferred Annuity Plan · Sponsored by Concord Academy · Massachusetts · Educational Services

$60M in assets, 263 participants

Concord Academy's Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported $60M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,235 in Educational Services (4,024 peers)

Coverage in Massachusetts

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan covers 263 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $60M.

#3,235
in Educational Services (4,024 peers)
+13.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan's outsized position by total assets

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan vs every filed plan by assets

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

$59,810,450 Top 11% higher than 89% 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

Concord Academy Defined Contribution and Tax-Deferred Annuity 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. Concord Academy Defined Contribution and Tax-Deferred Annuity Plan sits mid-pack in the medium band (263 participants).

EBSA filing schedule strip

Filing strip 041200600 · Concord Academy PY 2022 · Other

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan · $60M · 263 · 89th

  • VS-ST $60M
  • BOY 263
  • SCH 89th
  • EBSA Other
  • PART near Park University Retirement Plan
  • TYPE ind #3235

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 →

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan in the asset neighbourhood

American Society for Microbiology DC Retirement PlanAmerican Society for Microbi…$60MPark University Retirement PlanPark University Retirement P…$60MConcord Academy Defined Contribution and Tax-Deferred Annuity PlanConcord Academy Defined Cont…$60MCamba 403b Retirement Plan$60MThomas M Cooley Law School 403(b) Tax Sheltered Retirement PlanThomas M Cooley Law School 4…$60M
End-of-year total assets ($M) among Concord Academy Defined Contribution and Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN041200600
Plan Effective Date1949-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concord Academy)

Sponsor-wide plan assets over time

All Concord Academy plans reported in each filing year

Latest sponsor-wide plan assets
$74M 23.041804567596465% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.8M $73.6M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 263 $60M
2023 1 254 $67M
2024 1 308 $74M

Nearby Other Plans in Massachusetts

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

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Concord Academy Defined Contribution and Tax-Deferred Annuity Plan, Total assets ($B): 0.05981045 · Participants: 263Concord Academy Defined Contribution and Tax-Deferred Annuity 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
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Concord Academy Defined Contribution and Tax-Deferred Annuity Plan side-by-side with 3 peers →

Concord Academy Defined Contribution and Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Park University Retirement Plan in MO ($60M); by covered participants it is Northwestern College 403(b) DC Plan in IA (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Concord Academy Defined Contribution and Tax-Deferred Annuity Plan assets move in 2022? ▼
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan grew at a solid clip - up 13.9% during 2022, from $53M to $60M. Reported net income was $7M.
How have Concord Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concord Academy's sponsor-wide assets grew 23.0%, from $60M to $74M.
Where does Concord Academy Defined Contribution and Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan ranks in the 89th 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 Concord Academy Defined Contribution and Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Park University Retirement Plan in MO ($60M, 478 participants).
Which Other plans cover a similar participant headcount to Concord Academy Defined Contribution and Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwestern College 403(b) DC Plan in IA (263 participants, $42M 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 041200600.

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.