Other · DOL Form 5500 · 2023
Terc, Inc. Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 86
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $572,179
- Avg per participant High balance/head
Official DOL plan name: Terc, Inc. DC Retirement Plan · Sponsored by Terc, Inc. · Massachusetts · Educational Services
$49M in assets, 86 participants
Terc, Inc.'s Terc, Inc. DC Retirement Plan reported $49M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,755 in Educational Services (3,735 peers)
Where Terc, Inc. DC Retirement Plan sits by assets
Terc, Inc. DC Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 86 participants (~$572,179/participant), up 10.4% in 2023.
- #2,755
- in Educational Services (3,735 peers)
- +10.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Terc, Inc. DC Retirement Plan's outsized position by total assets
Terc, Inc. DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,207,374 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Terc, Inc. DC Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terc, Inc. DC Retirement Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Terc, Inc. DC Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Terc, Inc. DC Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $49M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 046134355 · Terc, Inc. PY 2023 · Other
Terc, Inc. DC Retirement Plan · $49M · 86 · 85th
- BOY $49M
- BOY 86
- BOY 85th
- BOY Other
- BOY near 403(b) Thrift Plan for Employees of the Science Museum of Minnesota
- BOY ind #2755
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 →
Terc, Inc. DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $5M |
| Employer EIN | 046134355 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Terc, Inc.)
Sponsor-wide plan assets over time
All Terc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 18.282918196364516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $45M |
| 2023 | 1 | 86 | $49M |
| 2024 | 1 | 91 | $53M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Terc, Inc. DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Science Museum of Minnesota in MN ($49M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- 403(b) Thrift Plan for Employees of the Science Museum of Minnesota (MN) $49M · 177
- Hope Network Employee 403(b) Plan (MI) $49M · 2,490
- Catlin Gabel School Retirement Plan (OR) $49M · 207
- Arizona Laborers & Teamsters Annuity Plan (AZ) $49M · 2,648
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.