Defined Benefit (Pension) · DOL Form 5500 · 2022

Groton School Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
79
Participants Small participant base
78th
Percentile by assets National rank
$263,128
Avg per participant High balance/head
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Official DOL plan name: Groton School Defined Benefit Plan · Sponsored by Groton School · Massachusetts · Educational Services

$21M in assets, 79 participants

Groton School's Groton School Defined Benefit Plan reported $21M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,494 in Educational Services (4,024 peers)

Where Groton School Defined Benefit Plan sits by assets

Groton School Defined Benefit Plan sits in the top quartile of all filed plans by assets, $21M for 79 participants (~$263,128/participant), up 13.8% in 2022.

#2,494
in Educational Services (4,024 peers)
+13.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Groton School Defined Benefit Plan's outsized position by total assets

Groton School Defined Benefit Plan vs every filed plan by assets

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

$20,787,090 Top 22% higher than 78% 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

Groton School Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Groton School Defined Benefit Plan is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042104265 · Groton School PY 2022 · Defined Benefit (Pension)

Groton School Defined Benefit Plan · $21M · 79 · 78th

  • EIN $21M
  • EIN 79
  • EIN 78th
  • EIN Defined Benefit (Pension)
  • EIN near Joele Frank, Wilkinson Brimmer Katcher Vip Plan
  • EIN ind #2494

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 →

Groton School Defined Benefit Plan in the asset neighbourhood

Local 210's Pension Plan$21MMcnaughton-Mckay Elec Co Employee's Ret. PlanMcnaughton-Mckay Elec Co Emp…$21MGroton School Defined Benefit PlanGroton School Defined Benefi…$21MJoele Frank, Wilkinson Brimmer Katcher Vip PlanJoele Frank, Wilkinson Brimm…$21MDjh Services LLC Retirement PlanDjh Services LLC Retirement …$21M
End-of-year total assets ($M) among Groton School Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN042104265
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Groton School)

Sponsor-wide plan assets over time

All Groton School plans reported in each filing year

Latest sponsor-wide plan assets
$112M 21.224308979260275% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $92.6M $112M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 281 $93M
2023 2 279 $103M
2024 2 269 $112M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Groton School Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Groton School Defined Benefit Plan, Total assets ($B): 0.02078709 · Participants: 79Groton School Defined Benefit PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Groton School Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Groton School Defined Benefit Plan side-by-side with 3 peers →

Groton School Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY ($21M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Groton School Defined Benefit Plan assets move in 2022? ▼
Groton School Defined Benefit Plan grew at a solid clip - up 13.8% during 2022, from $18M to $21M. Reported net income was $3M.
How have Groton School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Groton School's sponsor-wide assets grew 21.2%, from $93M to $112M.
Where does Groton School Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Groton School Defined Benefit Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Groton School Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joele Frank, Wilkinson Brimmer Katcher Vip Plan in NY ($21M, 159 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Groton School Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (79 participants, $28M 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 042104265.

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.