Other · DOL Form 5500 · 2023
Northfield Mount Hermon School Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 274
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $305,936
- Avg per participant High balance/head
Official DOL plan name: Northfield Mount Hermon Retirement Savings and Investment Plan · Sponsored by Northfield Mount Hermon School · Massachusetts · Educational Services
$84M in assets, 274 participants
Northfield Mount Hermon School's Northfield Mount Hermon Retirement Savings and Investment Plan reported $84M in total assets and 274 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.
- #3,073 in Educational Services (3,735 peers)
Coverage in Massachusetts
Northfield Mount Hermon Retirement Savings and Investment Plan covers 274 participants in Massachusetts, about 42% of the average Massachusetts filer (state average ~659 per filing). Assets: $84M.
- #3,073
- in Educational Services (3,735 peers)
- +16.9%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Northfield Mount Hermon Retirement Savings and Investment Plan's outsized position by total assets
Northfield Mount Hermon Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,826,333 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
Northfield Mount Hermon Retirement Savings and Investment 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. Northfield Mount Hermon Retirement Savings and Investment Plan sits mid-pack in the medium band (274 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northfield Mount Hermon Retirement Savings and Investment Plan reported net income rose from -$25M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Northfield Mount Hermon Retirement Savings and Investment Plan reported participants rose from 220 in the plan year 2022 filing to 274 in the plan year 2023 filing.
- Northfield Mount Hermon Retirement Savings and Investment Plan end-of-year assets rose from $72M in the plan year 2022 filing to $84M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042109865 · Northfield Mount Hermon School PY 2023 · Other
Northfield Mount Hermon Retirement Savings and Investment Plan · $84M · 274 · 90th
- PCT $84M
- PCT 274
- PCT 90th
- PCT Other
- PCT near Trinity Episcopal School Corporation Defined Contribution Retirement Plan
- PCT ind #3073
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 →
Northfield Mount Hermon Retirement Savings and Investment Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $12M |
| Employer EIN | 042109865 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northfield Mount Hermon School)
Sponsor-wide plan assets over time
All Northfield Mount Hermon School plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 30.268957772309406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $72M |
| 2023 | 1 | 274 | $84M |
| 2024 | 1 | 288 | $93M |
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
Northfield Mount Hermon Retirement Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Trinity Episcopal School Corporation Defined Contribution Retirement Plan in NY ($84M); by covered participants it is Greenhill School 403(b) Plan in TX (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (274 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.