Profit Sharing · DOL Form 5500 · 2023

The Carroll School Profit Sharing Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
206
Participants Below avg headcount
80th
Percentile by assets National rank
$154,576
Avg per participant Above avg balance/head
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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.

  • #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.

#2,445
in Educational Services (3,735 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$31,842,690 Top 20% higher than 80% of 127,068 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 2023

The Carroll School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 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 (206 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042145258 · The Carroll School PY 2023 · Profit Sharing

The Carroll School Retirement Plan · $32M · 206 · 80th

  • PCT $32M
  • PCT 206
  • PCT 80th
  • PCT Profit Sharing
  • PCT near Greater Cincinnati Behavioral Health Services Retirement Plan
  • PCT ind #2445

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

Greater Cincinnati Behavioral Health Services Retirement PlanGreater Cincinnati Behaviora…$32MThe Carroll School Retirement PlanThe Carroll School Retiremen…$32MLifetime Assistance, Inc. Employee Retirement PlanLifetime Assistance, Inc. Em…$32MLansing Local #826 Glaziers' Retirement Trust FundLansing Local #826 Glaziers'…$32MSnf Holding Company Retirement Savings PlanSnf Holding Company Retireme…$32M
End-of-year total assets ($M) among The Carroll School Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
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 -505101520 Total assets ($B) Participants The Carroll School Retirement Plan, Total assets ($B): 0.03184269 · Participants: 206The Carroll School Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet 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 Greater Cincinnati Behavioral Health Services Retirement Plan in OH ($32M); by covered participants it is Barley Snyder Profit Sharing Plan in PA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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.

Frequently Asked Questions

How did The Carroll School Retirement Plan assets move in 2023? ▼
The Carroll School Retirement Plan grew sharply - up 15.5% during 2023, from $28M to $32M. Reported net income was $4M.
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 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Greater Cincinnati Behavioral Health Services Retirement Plan in OH ($32M, 699 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 Barley Snyder Profit Sharing Plan in PA (206 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.