Other · DOL Form 5500 · 2023
Groton School Retirement Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 203
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $395,583
- Avg per participant High balance/head
Official DOL plan name: Groton School 403(b) Defined Contribution Retirement Plan · Sponsored by Groton School · Massachusetts · Educational Services
$80M in assets, 203 participants
Groton School's Groton School 403(b) Defined Contribution Retirement Plan reported $80M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,054 in Educational Services (3,735 peers)
Coverage in Massachusetts
Groton School 403(b) Defined Contribution Retirement Plan covers 203 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $80M.
- #3,054
- in Educational Services (3,735 peers)
- +11.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Groton School 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Groton School 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,303,314 Top 10% higher than 90% 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
Groton School 403(b) 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. Groton School 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (203 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Groton School 403(b) Defined Contribution Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Groton School 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $72M in the plan year 2022 filing to $80M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042104265 · Groton School PY 2023 · Other
Groton School 403(b) Defined Contribution Retirement Plan · $80M · 203 · 90th
- EIN $80M
- RANK 203
- PHOTO 90th
- IND Other
- EOY near Children's Health System, Inc. Defined Contribution Plan
- 5500 ind #3054
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 →
Groton School 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $8M |
| Employer EIN | 042104265 |
| Plan Effective Date | 1923-01-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Groton School)
Sponsor-wide plan assets over time
All Groton School plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 21.224308979260275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 281 | $93M |
| 2023 | 2 | 279 | $103M |
| 2024 | 2 | 269 | $112M |
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
Groton School 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Children's Health System, Inc. Defined Contribution Plan in VA ($80M); by covered participants it is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (203 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (203 participants); asset peers above are excluded.
- Community Medical Center Inc. Tax Deferred Annuity Plan (NE) 203 · 0 off
- Csl 403(b) Plan (AL) 203 · 0 off
- Primary Care Providers for a Healthy Feliciana 403 (LA) 203 · 0 off
- Oakwood School 403(b) Retirement Plan (CA) 203 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.