Other · DOL Form 5500 · 2023
Belmont Hill School Retirement Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 131
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $469,583
- Avg per participant High balance/head
Official DOL plan name: Belmont Hill School Defined Contribution Retirement Plan · Sponsored by Belmont Hill School · Massachusetts · Educational Services
$62M in assets, 131 participants
Belmont Hill School's Belmont Hill School Defined Contribution Retirement Plan reported $62M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,908 in Educational Services (3,735 peers)
Coverage in Massachusetts
Belmont Hill School Defined Contribution Retirement Plan covers 131 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $62M.
- #2,908
- in Educational Services (3,735 peers)
- +9.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Belmont Hill School Defined Contribution Retirement Plan's outsized position by total assets
Belmont Hill School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,515,377 Top 12% higher than 88% 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
Belmont Hill School Defined Contribution 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. Belmont Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Belmont Hill School Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Belmont Hill School Defined Contribution Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $62M in the plan year 2023 filing.
- Belmont Hill School Defined Contribution Retirement Plan reported participants rose from 126 in the plan year 2022 filing to 131 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103870 · Belmont Hill School PY 2023 · Other
Belmont Hill School Defined Contribution Retirement Plan · $62M · 131 · 88th
- PART $62M
- PART 131
- PART 88th
- PART Other
- PART near Employee Benefit Plan of Sea-Mar Community Health Centers
- PART ind #2908
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 →
Belmont Hill School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $5M |
| Employer EIN | 042103870 |
| Plan Effective Date | 1948-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Hill School)
Sponsor-wide plan assets over time
All Belmont Hill School plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 18.659740836582873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $56M |
| 2023 | 1 | 131 | $62M |
| 2024 | 1 | 138 | $67M |
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
Belmont Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Employee Benefit Plan of Sea-Mar Community Health Centers in WA ($61M); by covered participants it is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (131 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.