Other · DOL Form 5500 · 2023

Northfield Mount Hermon School Retirement Plan

Data updated 2026-08-11

$84M
Total assets
274
Participants
90th
Percentile by assets
$305,936
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$84M
total plan assets (2023 EOY)
274
covered participants
90th
percentile by assets (of 127,072 plans)
$305,936
avg assets per participant

Where Northfield Mount Hermon Retirement Savings and Investment Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Northfield Mount Hermon Retirement Savings and Investment Plan reports 274 participants - about 42% of that state average ($84M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$84M
Net Income$12M
Employer EIN042109865
Plan Effective Date1970-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Northfield Mount Hermon School)

$60M$70M$80M$90M$100M 202220232024 $71.7M $93.4M ▲ +30.3%
Total plan assets by year, all Northfield Mount Hermon School plans on file
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.

Northfield Mount Hermon Retirement Savings and Investment Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Northfield Mount Her…, Total assets ($B): 0.083826333 · Participants: 274Northfield Mount Her…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Northfield Mount Hermon Retirement Savings and Investment Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Northfield Mount Hermon Retirement Savin… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Northfield Mount Hermon Retirement Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Northfield Mount Hermon Retirement Savings and Investment Plan assets move in 2023? ▼
Northfield Mount Hermon Retirement Savings and Investment Plan grew sharply - up 16.9% during 2023, from $72M to $84M. Reported net income was $12M.
How have Northfield Mount Hermon School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Northfield Mount Hermon School's sponsor-wide assets grew 30.3%, from $72M to $93M.
Where does Northfield Mount Hermon Retirement Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Northfield Mount Hermon Retirement Savings and Investment Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Northfield Mount Hermon Retirement Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is Trinity Episcopal School Corporation Defined Contribution Retirement Plan in NY ($84M, 256 participants).

Next read for Northfield Mount Hermon Retirement Savin…

Filing takeaways

Ways to act on Northfield Mount Hermon Retirement Savings and Investment Plan's numbers.

  • By total assets, Northfield Mount Hermon Retirement Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
  • Northfield Mount Hermon School's sponsor-wide assets have grown 30.3% since 2022 across 3 plan years on file. More Educational Services plans

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 042109865.

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.