Profit Sharing · DOL Form 5500 · 2023

Hillcrest Educational Foundation, Inc. Profit Sharing Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
544
Participants Below avg headcount
76th
Percentile by assets National rank
$45,796
Avg per participant Low balance/head
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Official DOL plan name: Hillcrest Educational Foundation, Inc. 403(b) Plan · Sponsored by Hillcrest Educational Foundation, Inc. · Massachusetts · Educational Services

$25M in assets, 544 participants

Hillcrest Educational Foundation, Inc.'s Hillcrest Educational Foundation, Inc. 403(b) Plan reported $25M in total assets and 544 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,263 in Educational Services (3,735 peers)

Where Hillcrest Educational Foundation, Inc. 403(b) Plan sits by assets

Hillcrest Educational Foundation, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $25M for 544 participants (~$45,796/participant), up 19.1% in 2023.

#2,263
in Educational Services (3,735 peers)
+19.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Hillcrest Educational Foundation, Inc. 403(b) Plan's outsized position by total assets

Hillcrest Educational Foundation, Inc. 403(b) Plan vs every filed plan by assets

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

$24,913,078 Top 24% higher than 76% 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

Hillcrest Educational Foundation, Inc. 403(b) 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. Hillcrest Educational Foundation, Inc. 403(b) Plan sits mid-pack in the medium band (544 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hillcrest Educational Foundation, Inc. 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Hillcrest Educational Foundation, Inc. 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Hillcrest Educational Foundation, Inc. 403(b) Plan reported participants rose from 496 in the plan year 2022 filing to 544 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 800545676 · Hillcrest Educational Foundation, Inc. PY 2023 · Profit Sharing

Hillcrest Educational Foundation, Inc. 403(b) Plan · $25M · 544 · 76th

  • PHOTO $25M
  • PHOTO 544
  • PHOTO 76th
  • PHOTO Profit Sharing
  • PHOTO near The Wooster Brush Company Profit Sharing Plan No. 2
  • PHOTO ind #2263

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 →

Hillcrest Educational Foundation, Inc. 403(b) Plan in the asset neighbourhood

Goodman Companies Retirement Profit Sharing PlanGoodman Companies Retirement…$25MThe Conference Board, Inc. (U.S. Staff Members) Supplemental Retirement PlanThe Conference Board, Inc. (…$25MHillcrest Educational Foundation, Inc. 403(b) PlanHillcrest Educational Founda…$25MThe Wooster Brush Company Profit Sharing Plan No. 2The Wooster Brush Company Pr…$25MUniversal Bearings LLC Profit Sharing Plan & TrustUniversal Bearings LLC Profi…$25M
End-of-year total assets ($M) among Hillcrest Educational Foundation, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN800545676
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillcrest Educational Foundation, Inc.)

Sponsor-wide plan assets over time

All Hillcrest Educational Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 39.27362568234904% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $29.1M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 496 $21M
2023 1 544 $25M
2024 1 563 $29M

Nearby Profit Sharing Plans in Massachusetts

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

Hillcrest Educational Foundation, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Hillcrest Educational Foundation, Inc. 403(b) Plan, Total assets ($B): 0.024913078 · Participants: 544Hillcrest Educational Foundation, Inc. 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Hillcrest Educational Foundation, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Hillcrest Educational Foundation, Inc. 403(b) Plan side-by-side with 3 peers →

Hillcrest Educational Foundation, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is The Wooster Brush Company Profit Sharing Plan No. 2 in OH ($25M); by covered participants it is Elica Health Centers 403(b) Plan in CA (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (544 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 Hillcrest Educational Foundation, Inc. 403(b) Plan assets move in 2023? ▼
Hillcrest Educational Foundation, Inc. 403(b) Plan grew sharply - up 19.1% during 2023, from $21M to $25M. Reported net income was $4M.
How have Hillcrest Educational Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillcrest Educational Foundation, Inc.'s sponsor-wide assets grew 39.3%, from $21M to $29M.
Where does Hillcrest Educational Foundation, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Hillcrest Educational Foundation, Inc. 403(b) Plan ranks in the 76th 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 Profit Sharing plans are similar in size to Hillcrest Educational Foundation, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Wooster Brush Company Profit Sharing Plan No. 2 in OH ($25M, 368 participants).
Which Profit Sharing plans cover a similar participant headcount to Hillcrest Educational Foundation, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Elica Health Centers 403(b) Plan in CA (545 participants, $7M 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 800545676.

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.