Other · DOL Form 5500 · 2023

Lawrence Academy Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
158
Participants Small participant base
80th
Percentile by assets National rank
$207,662
Avg per participant Above avg balance/head
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Official DOL plan name: Lawrence Academy Retirement Plan · Sponsored by Lawrence Academy · Massachusetts · Educational Services

$33M in assets, 158 participants

Lawrence Academy's Lawrence Academy Retirement Plan reported $33M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,469 in Educational Services (3,735 peers)

Coverage in Massachusetts

Lawrence Academy Retirement Plan covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $33M.

#2,469
in Educational Services (3,735 peers)
+12.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lawrence Academy Retirement Plan's outsized position by total assets

Lawrence Academy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,810,669 Top 20% higher than 80% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Lawrence Academy Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lawrence Academy Retirement Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lawrence Academy Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Lawrence Academy Retirement Plan reported participants rose from 123 in the plan year 2022 filing to 158 in the plan year 2023 filing.
  • Lawrence Academy Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042105775 · Lawrence Academy PY 2023 · Other

Lawrence Academy Retirement Plan · $33M · 158 · 80th

  • TYPE $33M
  • TYPE 158
  • TYPE 80th
  • TYPE Other
  • TYPE near Coleman World Group, LLC Savings & Protection Plan
  • TYPE ind #2469

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 →

Lawrence Academy Retirement Plan in the asset neighbourhood

Columbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$33MTexas Scottish Rite Hospital for Children 401(a) PlanTexas Scottish Rite Hospital…$33MLawrence Academy Retirement PlanLawrence Academy Retirement …$33MColeman World Group, LLC Savings & Protection PlanColeman World Group, LLC Sav…$33MCascadia Health Retirement PlanCascadia Health Retirement P…$33M
End-of-year total assets ($M) among Lawrence Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN042105775
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lawrence Academy)

Sponsor-wide plan assets over time

All Lawrence Academy plans reported in each filing year

Latest sponsor-wide plan assets
$35M 21.20803216648169% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $35.3M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 123 $29M
2023 1 158 $33M
2024 1 147 $35M

Nearby Other Plans in Massachusetts

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

Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Lawrence Academy Retirement Plan, Total assets ($B): 0.032810669 · Participants: 158Lawrence Academy Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Lawrence Academy Retirement Plan side-by-side with 3 peers →

Lawrence Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Coleman World Group, LLC Savings & Protection Plan in AL ($33M); by covered participants it is 403(b) Thrift Plan of Brandywine Counseling Community Services, Inc. in DE (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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.

Frequently Asked Questions

How did Lawrence Academy Retirement Plan assets move in 2023? ▼
Lawrence Academy Retirement Plan grew at a solid clip - up 12.7% during 2023, from $29M to $33M. Reported net income was $4M.
How have Lawrence Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawrence Academy's sponsor-wide assets grew 21.2%, from $29M to $35M.
Where does Lawrence Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Lawrence Academy Retirement Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Lawrence Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Coleman World Group, LLC Savings & Protection Plan in AL ($33M, 1,230 participants).
Which Other plans cover a similar participant headcount to Lawrence Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Brandywine Counseling Community Services, Inc. in DE (158 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042105775.

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.