Money Purchase · DOL Form 5500 · 2022
Middlesex School Money Purchase Plan
Data updated 2026-08-11
- $16M
- Total assets
- 140
- Participants
- 74th
- Percentile by assets
- $113,484
- Avg per participant
Official DOL plan name: Middlesex School Pension Account · Sponsored by Middlesex School · Massachusetts · Educational Services
$16M in assets, 140 participants
Middlesex School's Middlesex School Pension Account reported $16M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 139,126 plans)
- #2,258 in Educational Services (4,024 peers)
Coverage in Massachusetts
Middlesex School Pension Account covers 140 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.
- $16M
- total plan assets (2022 EOY)
- 140
- covered participants
- 74th
- percentile by assets (of 139,126 plans)
- $113,484
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Middlesex School Pension Account reports 140 participants - about 21% of that state average ($16M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| Employer EIN | 042103821 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 251 | $35M |
| 2023 | 2 | 328 | $42M |
| 2024 | 2 | 365 | $48M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Middlesex School Pension Account vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Middlesex School Pension Account by total assets, not by location.
Frequently Asked Questions
How did Middlesex School Pension Account assets move in 2022? ▼
How have Middlesex School plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Middlesex School Pension Account? ▼
Next read for Middlesex School Pension Account
Filing takeaways
Ways to act on Middlesex School Pension Account's numbers.
- By total assets, Middlesex School Pension Account ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Middlesex School's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Educational Services plans