Other · DOL Form 5500 · 2022

Middlesex School Retirement Plan

Data updated 2026-08-11

$19M
Total assets
111
Participants
77th
Percentile by assets
$173,616
Avg per participant
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Official DOL plan name: Middlesex School Savings Plan · Sponsored by Middlesex School · Massachusetts · Educational Services

$19M in assets, 111 participants

Middlesex School's Middlesex School Savings Plan reported $19M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #2,419 in Educational Services (4,024 peers)

Coverage in Massachusetts

Middlesex School Savings Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

$19M
total plan assets (2022 EOY)
111
covered participants
77th
percentile by assets (of 139,126 plans)
$173,616
avg assets per participant

Where Middlesex School Savings Plan sits by total assets

Middlesex School Savings Plan vs every filed plan by assets

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

$19,271,409 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Massachusetts
Industry
Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Middlesex School Savings Plan reports 111 participants - about 17% of that state average ($19M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$749K
Employer EIN042103821
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex School)

$30M$35M$40M$45M$50M 202220232024 $35.2M $47.8M ▲ +36.0%
Total plan assets by year, all Middlesex School plans on file
Year Plans Participants Total Assets
2022 2 251 $35M
2023 2 328 $42M
2024 2 365 $48M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Middlesex School Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Middlesex School Sav…, Total assets ($B): 0.019271409 · Participants: 111Middlesex School Sav…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Middlesex School Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Middlesex School Savings Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Middlesex School Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Middlesex School Savings Plan assets move in 2022? ▼
Middlesex School Savings Plan edged up modestly - up 4.0% during 2022, from $19M to $19M. Reported net income was $749K.
How have Middlesex School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middlesex School's sponsor-wide assets grew 36.0%, from $35M to $48M.
Where does Middlesex School Savings Plan rank by assets among Form 5500 filers? ▼
Middlesex School Savings Plan ranks in the 77th 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 Other plans are similar in size to Middlesex School Savings Plan? ▼
Among Other plans in other states, the closest by assets is National Conference of Bar Examiners 403(b) Plan in WI ($19M, 111 participants).

Next read for Middlesex School Savings Plan

Filing takeaways

Ways to act on Middlesex School Savings Plan's numbers.

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 042103821.

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.