Other · DOL Form 5500 · 2023
Dana Hall School Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 191
- Participants
- 87th
- Percentile by assets
- $300,553
- Avg per participant
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.
- 87th percentile by assets (of 127,072 plans)
- #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.
- $57M
- total plan assets (2023 EOY)
- 191
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $300,553
- avg assets per participant
Where Dana Hall School Retirement Plan for Employees sits 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
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
- 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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Dana Hall School Retirement Plan for Employees reports 191 participants - about 29% of that state average ($57M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 042103562 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana Hall School)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Dana Hall School Retirement Plan for Employees by total assets, not by location.
- Seti Institute 403(b) Plan (CA) $57M · 156
- Lrei Retirement and Savings Plan (NY) $57M · 171
- University of Nebraska Foundation Defined Contribution Retirement Plan (NE) $57M · 231
- Casey Family Programs 403(b) Plan (WA) $57M · 379
Frequently Asked Questions
How did Dana Hall School Retirement Plan for Employees assets move in 2023? ▼
How have Dana Hall School plan assets changed over time? ▼
Where does Dana Hall School Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Dana Hall School Retirement Plan for Employees? ▼
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Filing takeaways
Ways to act on Dana Hall School Retirement Plan for Employees's numbers.
- By total assets, Dana Hall School Retirement Plan for Employees ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Dana Hall School's sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Educational Services plans