Other · DOL Form 5500 · 2023
Chapel Hill - Chauncy Hall School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $196,509
- Avg per participant Above avg balance/head
Official DOL plan name: Chapel Hill - Chauncy Hall School 403(b) Plan · Sponsored by Chapel Hill - Chauncy Hall School · Massachusetts · Educational Services
$15M in assets, 78 participants
Chapel Hill - Chauncy Hall School's Chapel Hill - Chauncy Hall School 403(b) Plan reported $15M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #1,871 in Educational Services (3,735 peers)
Chapel Hill - Chauncy Hall School multi-year trail
Chapel Hill - Chauncy Hall School's plans moved +21.3% in assets from 2022 to 2024; this filing shows Chapel Hill - Chauncy Hall School 403(b) Plan at $15M / 78 participants.
- #1,871
- in Educational Services (3,735 peers)
- +19.8%
- assets growth YoY
Chapel Hill - Chauncy Hall School 403(b) Plan's outsized position by total assets
Chapel Hill - Chauncy Hall School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,327,677 Top 32% higher than 68% 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
Chapel Hill - Chauncy Hall School 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chapel Hill - Chauncy Hall School 403(b) Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Chapel Hill - Chauncy Hall School 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Chapel Hill - Chauncy Hall School 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Chapel Hill - Chauncy Hall School 403(b) Plan reported participants rose from 74 in the plan year 2022 filing to 78 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042534161 · Chapel Hill - Chauncy Hall School PY 2023 · Other
Chapel Hill - Chauncy Hall School 403(b) Plan · $15M · 78 · 68th
- EOY $15M
- EOY 78
- EOY 68th
- EOY Other
- EOY near John Fitzgibbon Memorial Hospital Section 403b Retirement Plan
- EOY ind #1871
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 →
Chapel Hill - Chauncy Hall School 403(b) Plan in the asset neighbourhood
Chapel Hill - Chauncy Hall School multi-year asset trail
Sponsor-wide plan assets over time
All Chapel Hill - Chauncy Hall School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 21.28679492521143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $13M |
| 2023 | 1 | 78 | $15M |
| 2024 | 1 | 80 | $16M |
Chapel Hill - Chauncy Hall School filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 042534161 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
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
Chapel Hill - Chauncy Hall School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is John Fitzgibbon Memorial Hospital Section 403b Retirement Plan in MO ($15M); by covered participants it is Foundation for the National Institutes of Health 403(b) DC Plan in MD (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (78 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.