Other · DOL Form 5500 · 2023

The Roxbury Latin School Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
67
Participants Small participant base
82nd
Percentile by assets National rank
$558,400
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Roxbury Latin School 403(b) Retirement Plan · Sponsored by The Roxbury Latin School · Massachusetts · Educational Services

$37M in assets, 67 participants

The Roxbury Latin School's The Roxbury Latin School 403(b) Retirement Plan reported $37M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,551 in Educational Services (3,735 peers)

Where The Roxbury Latin School 403(b) Retirement Plan sits by assets

The Roxbury Latin School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $37M for 67 participants (~$558,400/participant), up 17.3% in 2023.

#2,551
in Educational Services (3,735 peers)
+17.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Roxbury Latin School 403(b) Retirement Plan's outsized position by total assets

The Roxbury Latin School 403(b) Retirement Plan vs every filed plan by assets

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

$37,412,799 Top 18% higher than 82% 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

The Roxbury Latin School 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Roxbury Latin School 403(b) Retirement Plan is a small filing (67 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042104857 · The Roxbury Latin School PY 2023 · Other

The Roxbury Latin School 403(b) Retirement Plan · $37M · 67 · 82nd

  • RANK $37M
  • RANK 67
  • RANK 82nd
  • RANK Other
  • RANK near Cherry Health 403(b) Retirement Plan
  • RANK ind #2551

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 →

The Roxbury Latin School 403(b) Retirement Plan in the asset neighbourhood

The Roxbury Latin School 403(b) Retirement PlanThe Roxbury Latin School 403…$37MCherry Health 403(b) Retirement PlanCherry Health 403(b) Retirem…$37MUrban School of San Francisco Defined Contribution Retirement PlanUrban School of San Francisc…$37MMalone University 403(b) DC PlanMalone University 403(b) DC …$37MOaks Integrated Care, Inc. 403(b) PlanOaks Integrated Care, Inc. 4…$37M
End-of-year total assets ($M) among The Roxbury Latin School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$37M
Net Income$6M
Employer EIN042104857
Plan Effective Date1930-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Roxbury Latin School)

Sponsor-wide plan assets over time

All The Roxbury Latin School plans reported in each filing year

Latest sponsor-wide plan assets
$44M 17.70205698857228% vs 2023
2024 filing year
$36M$38M$40M$42M$44M$46M 20232024 $37.4M $44M ▲ +17.7%
Year Plans Participants Total Assets
2023 1 67 $37M
2024 1 67 $44M

Nearby Other Plans in Massachusetts

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

The Roxbury Latin School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Roxbury Latin School 403(b) Retirement Plan, Total assets ($B): 0.037412799 · Participants: 67The Roxbury Latin School 403(b) Retirement PlanThe 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
The Roxbury Latin School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Roxbury Latin School 403(b) Retirement Plan side-by-side with 3 peers →

The Roxbury Latin School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Cherry Health 403(b) Retirement Plan in MI ($37M); by covered participants it is American Public Health Association Defined Contribution Retirement Plan in DC (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 The Roxbury Latin School 403(b) Retirement Plan assets move in 2023? ▼
The Roxbury Latin School 403(b) Retirement Plan grew sharply - up 17.3% during 2023, from $32M to $37M. Reported net income was $6M.
How have The Roxbury Latin School plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Roxbury Latin School's sponsor-wide assets grew 17.7%, from $37M to $44M.
Where does The Roxbury Latin School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Roxbury Latin School 403(b) Retirement Plan ranks in the 82nd 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 The Roxbury Latin School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cherry Health 403(b) Retirement Plan in MI ($37M, 726 participants).
Which Other plans cover a similar participant headcount to The Roxbury Latin School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Public Health Association Defined Contribution Retirement Plan in DC (67 participants, $19M 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 042104857.

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.