Profit Sharing · DOL Form 5500 · 2022
The Carroll School Profit Sharing Plan
Data updated 2026-08-11
- $28M
- Total assets
- 213
- Participants
- 82nd
- Percentile by assets
- $129,439
- Avg per participant
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.
- 82nd percentile by assets (of 139,126 plans)
- #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.
- $28M
- total plan assets (2022 EOY)
- 213
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $129,439
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Carroll School Retirement Plan reports 213 participants - about 32% of that state average ($28M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$6M |
| Employer EIN | 042145258 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carroll School)
| 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
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Carroll School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Carroll School Retirement Plan assets move in 2022? ▼
How have The Carroll School plan assets changed over time? ▼
Where does The Carroll School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Carroll School Retirement Plan? ▼
Next read for The Carroll School Retirement Plan
Filing takeaways
Ways to act on The Carroll School Retirement Plan's numbers.
- By total assets, The Carroll School 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 Profit Sharing plans in Massachusetts. Compare plans
- The Carroll School's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Educational Services plans