Other · DOL Form 5500 · 2022
Seven Hills Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 1,027
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $39,937
- Avg per participant Low balance/head
Official DOL plan name: Seven Hills Foundation Retirement Plan · Sponsored by Seven Hills Foundation, Inc. · Massachusetts · Other Services
$41M in assets, 1,027 participants
Seven Hills Foundation, Inc.'s Seven Hills Foundation Retirement Plan reported $41M in total assets and 1,027 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #7,851 in Other Services (8,398 peers)
Where Seven Hills Foundation Retirement Plan sits by assets
Seven Hills Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 1,027 participants (~$39,937/participant), down 1.8% in 2022.
- #7,851
- in Other Services (8,398 peers)
- -1.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $753K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Seven Hills Foundation Retirement Plan's outsized position by total assets
Seven Hills Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,015,565 Top 14% higher than 86% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Seven Hills Foundation Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seven Hills Foundation Retirement Plan lands in the large band (1,027 participants).
Published 5500 schedule card
Filing strip 043293659 · Seven Hills Foundation, Inc. PY 2022 · Other
Seven Hills Foundation Retirement Plan · $41M · 1,027 · 86th
- VS-ST $41M
- VS-ST 1,027
- VS-ST 86th
- VS-ST Other
- VS-ST near Freed-Hardeman University 403(b) Retirement Plan
- VS-ST ind #7851
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 Other Services retirement plans → · Plans in Massachusetts →
Seven Hills Foundation Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$753K |
| Employer EIN | 043293659 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Seven Hills Foundation, Inc.)
Sponsor-wide plan assets over time
All Seven Hills Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 41.250218057461844% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,027 | $41M |
| 2023 | 1 | 1,088 | $51M |
| 2024 | 1 | 1,155 | $58M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Seven Hills Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Freed-Hardeman University 403(b) Retirement Plan in TN ($41M); by covered participants it is On Lok Retirement Savings Plan in CA (1,027 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,027 participants); asset peers above are excluded.
- On Lok Retirement Savings Plan (CA) 1,027 · 0 off
- Fairfield University Defined Contribution Retirement Plan (CT) 1,026 · 1 off
- Casa Colina, Inc. 403(b) Retirement Plan (CA) 1,025 · 2 off
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) 1,030 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.