Money Purchase · DOL Form 5500 · 2022
Middlesex School Money Purchase Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $113,484
- Avg per participant Below avg balance/head
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.
- #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.
- #2,258
- in Educational Services (4,024 peers)
- +9.5%
- assets growth YoY
Middlesex School Pension Account's outsized position by total assets
Middlesex School Pension Account vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,887,709 Top 26% higher than 74% 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
Middlesex School Pension Account 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. Middlesex School Pension Account sits mid-pack in the medium band (140 participants).
Published 5500 schedule card
Filing strip 042103821 · Middlesex School PY 2022 · Money Purchase
Middlesex School Pension Account · $16M · 140 · 74th
- PHOTO $16M
- IND 140
- EOY 74th
- 5500 Money Purchase
- ASSETS near Plumbers & Steamfitters Local 577 Annuity Plan
- PCT ind #2258
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 →
Middlesex School Pension Account in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Middlesex School plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 35.98415352740078% vs 2022
- 2024 filing year
| 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.
- 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
Middlesex School Pension Account's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 577 Annuity Plan in KY ($16M); by covered participants it is Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan in CA (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan (CA) 140 · 0 off
- South Texas College of Law Houston Defined Contribution Retirement Plan and Trust (TX) 140 · 0 off
- Vitol Inc. Money Purchase Pension Plan (TX) 139 · 1 off
- Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension Plan (IN) 139 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.