Other · DOL Form 5500 · 2023

Dana Hall School Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
191
Participants Below avg headcount
87th
Percentile by assets National rank
$300,553
Avg per participant High balance/head
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Official DOL plan name: Dana Hall School Retirement Plan for Employees · Sponsored by Dana Hall School · Massachusetts · Educational Services

$57M in assets, 191 participants

Dana Hall School's Dana Hall School Retirement Plan for Employees reported $57M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,851 in Educational Services (3,735 peers)

Coverage in Massachusetts

Dana Hall School Retirement Plan for Employees covers 191 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $57M.

#2,851
in Educational Services (3,735 peers)
+14.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Dana Hall School Retirement Plan for Employees's outsized position by total assets

Dana Hall School Retirement Plan for Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,405,648 Top 13% higher than 87% 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

Dana Hall School Retirement Plan for Employees 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. Dana Hall School Retirement Plan for Employees sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dana Hall School Retirement Plan for Employees reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Dana Hall School Retirement Plan for Employees end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042103562 · Dana Hall School PY 2023 · Other

Dana Hall School Retirement Plan for Employees · $57M · 191 · 87th

  • EIN $57M
  • RANK 191
  • PHOTO 87th
  • IND Other
  • EOY near Seti Institute 403(b) Plan
  • 5500 ind #2851

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 →

Dana Hall School Retirement Plan for Employees in the asset neighbourhood

University of Nebraska Foundation Defined Contribution Retirement PlanUniversity of Nebraska Found…$57MDana Hall School Retirement Plan for EmployeesDana Hall School Retirement …$57MSeti Institute 403(b) Plan$57MLrei Retirement and Savings PlanLrei Retirement and Savings …$57MCasey Family Programs 403(b) PlanCasey Family Programs 403(b)…$57M
End-of-year total assets ($M) among Dana Hall School Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$7M
Employer EIN042103562
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Hall School)

Sponsor-wide plan assets over time

All Dana Hall School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 25.491015987554416% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $63.1M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 191 $50M
2023 1 191 $57M
2024 1 200 $63M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Dana Hall School Retirement Plan for Employees vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Dana Hall School Retirement Plan for Employees, Total assets ($B): 0.057405648 · Participants: 191Dana Hall School Retirement Plan for EmployeesThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Dana Hall School Retirement Plan for Employees vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Dana Hall School Retirement Plan for Employees side-by-side with 3 peers →

Dana Hall School Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Seti Institute 403(b) Plan in CA ($57M); by covered participants it is 403 (B) Thrift Plan of Girl Scouts of Northeast Texas in TX (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Dana Hall School Retirement Plan for Employees assets move in 2023? ▼
Dana Hall School Retirement Plan for Employees grew at a solid clip - up 14.1% during 2023, from $50M to $57M. Reported net income was $7M.
How have Dana Hall School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Hall School's sponsor-wide assets grew 25.5%, from $50M to $63M.
Where does Dana Hall School Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Dana Hall School Retirement Plan for Employees ranks in the 87th 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 Other plans are similar in size to Dana Hall School Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is Seti Institute 403(b) Plan in CA ($57M, 156 participants).
Which Other plans cover a similar participant headcount to Dana Hall School Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is 403 (B) Thrift Plan of Girl Scouts of Northeast Texas in TX (191 participants, $9M 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 042103562.

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.