Profit Sharing · DOL Form 5500 · 2022

The Carroll School Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
213
Participants Below avg headcount
82nd
Percentile by assets National rank
$129,439
Avg per participant Near avg balance/head
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Official DOL plan name: The Carroll School Retirement Plan · Sponsored by The Carroll School · Massachusetts · Educational Services

$28M in assets, 213 participants

The Carroll School's The Carroll School Retirement Plan reported $28M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,703 in Educational Services (4,024 peers)

Coverage in Massachusetts

The Carroll School Retirement Plan covers 213 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.

#2,703
in Educational Services (4,024 peers)
-17.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carroll School Retirement Plan's outsized position by total assets

The Carroll School Retirement Plan vs every filed plan by assets

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

$27,570,491 Top 18% higher than 82% of 139,123 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 2022

The Carroll School Retirement Plan 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. The Carroll School Retirement Plan sits mid-pack in the medium band (213 participants).

Published 5500 schedule card

Filing strip 042145258 · The Carroll School PY 2022 · Profit Sharing

The Carroll School Retirement Plan · $28M · 213 · 82nd

  • NET $28M
  • BOOK 213
  • VS-ST 82nd
  • BOY Profit Sharing
  • SCH near Hyspan Precision Products, Inc. Profit Sharing Plan
  • EBSA ind #2703

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 →

The Carroll School Retirement Plan in the asset neighbourhood

The Carroll School Retirement PlanThe Carroll School Retiremen…$28MHyspan Precision Products, Inc. Profit Sharing PlanHyspan Precision Products, I…$28MSheet Metal Workers Local Union No. 292 Annuity FundSheet Metal Workers Local Un…$27MArtis Naples, Inc. Retirement PlanArtis Naples, Inc. Retiremen…$27MIron Workers, Riggers & Machinery Movers Local 405 Annuity FundIron Workers, Riggers & Mach…$27M
End-of-year total assets ($M) among The Carroll School Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$28M
Net Income-$6M
Employer EIN042145258
Plan Effective Date1984-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carroll School)

Sponsor-wide plan assets over time

All The Carroll School plans reported in each filing year

Latest sponsor-wide plan assets
$35M 26.523934593692942% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.6M $34.9M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 213 $28M
2023 1 206 $32M
2024 1 221 $35M

Nearby Profit Sharing Plans in Massachusetts

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

The Carroll School Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Carroll School Retirement Plan, Total assets ($B): 0.027570491 · Participants: 213The Carroll School Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
The Carroll School Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare The Carroll School Retirement Plan side-by-side with 3 peers →

The Carroll School Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Hyspan Precision Products, Inc. Profit Sharing Plan in CA ($28M); by covered participants it is Hii Avondale Industries, Inc. Savings Plan in VA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Carroll School Retirement Plan assets move in 2022? ▼
The Carroll School Retirement Plan declined sharply - down 17.9% during 2022, from $34M to $28M. Reported net income was -$6M.
How have The Carroll School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Carroll School's sponsor-wide assets grew 26.5%, from $28M to $35M.
Where does The Carroll School Retirement Plan rank by assets among Form 5500 filers? ▼
The Carroll School Retirement Plan ranks in the 82nd 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 Profit Sharing plans are similar in size to The Carroll School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hyspan Precision Products, Inc. Profit Sharing Plan in CA ($28M, 408 participants).
Which Profit Sharing plans cover a similar participant headcount to The Carroll School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hii Avondale Industries, Inc. Savings Plan in VA (213 participants, $94M in assets).

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 042145258.

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.