Other · DOL Form 5500 · 2023
Lawrence Academy Retirement Plan
Data updated 2026-08-11
- $33M
- Total assets
- 158
- Participants
- 80th
- Percentile by assets
- $207,662
- Avg per participant
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.
- 80th percentile by assets (of 127,072 plans)
- #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.
- $33M
- total plan assets (2023 EOY)
- 158
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $207,662
- avg assets per participant
Where Lawrence Academy Retirement Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Lawrence Academy Retirement Plan reports 158 participants - about 24% of that state average ($33M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 042105775 |
| Plan Effective Date | 1957-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lawrence Academy)
| 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.
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lawrence Academy Retirement Plan by total assets, not by location.
- Coleman World Group, LLC Savings & Protection Plan (AL) $33M · 1,230
- Columbia Memorial Hospital Retirement Plan (NY) $33M · 651
- Cascadia Health Retirement Plan (OR) $33M · 888
- Texas Scottish Rite Hospital for Children 401(a) Plan (TX) $33M · 1,040
Frequently Asked Questions
How did Lawrence Academy Retirement Plan assets move in 2023? ▼
How have Lawrence Academy plan assets changed over time? ▼
Where does Lawrence Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lawrence Academy Retirement Plan? ▼
Next read for Lawrence Academy Retirement Plan
Filing takeaways
Ways to act on Lawrence Academy Retirement Plan's numbers.
- By total assets, Lawrence Academy Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Lawrence Academy's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Educational Services plans