Profit Sharing · DOL Form 5500 · 2023
The Carroll School Profit Sharing Plan
Data updated 2026-08-11
- $32M
- Total assets
- 206
- Participants
- 80th
- Percentile by assets
- $154,576
- Avg per participant
Official DOL plan name: The Carroll School Retirement Plan · Sponsored by The Carroll School · Massachusetts · Educational Services
$32M in assets, 206 participants
The Carroll School's The Carroll School Retirement Plan reported $32M in total assets and 206 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)
- #2,445 in Educational Services (3,735 peers)
Coverage in Massachusetts
The Carroll School Retirement Plan covers 206 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $32M.
- $32M
- total plan assets (2023 EOY)
- 206
- covered participants
- 80th
- percentile by assets (of 127,072 plans)
- $154,576
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Carroll School Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The Carroll School Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- The Carroll School Retirement Plan reported participants fell from 213 in the plan year 2022 filing to 206 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Carroll School Retirement Plan reports 206 participants - about 31% of that state average ($32M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| 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 $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
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 2023? ▼
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