Other · DOL Form 5500 · 2023

The Belmont Day School, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
95
Participants Small participant base
75th
Percentile by assets National rank
$237,982
Avg per participant Above avg balance/head
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Official DOL plan name: Belmont Day School DC Retirement Plan · Sponsored by The Belmont Day School, Inc. · Massachusetts · Educational Services

$23M in assets, 95 participants

The Belmont Day School, Inc.'s Belmont Day School DC Retirement Plan reported $23M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,181 in Educational Services (3,735 peers)

Where Belmont Day School DC Retirement Plan sits by assets

Belmont Day School DC Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 95 participants (~$237,982/participant), up 17.3% in 2023.

#2,181
in Educational Services (3,735 peers)
+17.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Belmont Day School DC Retirement Plan's outsized position by total assets

Belmont Day School DC Retirement Plan vs every filed plan by assets

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

$22,608,256 Top 25% higher than 75% 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

Belmont Day School DC 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. Belmont Day School DC Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belmont Day School DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Belmont Day School DC Retirement Plan reported participants rose from 80 in the plan year 2022 filing to 95 in the plan year 2023 filing.
  • Belmont Day School DC Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042108347 · The Belmont Day School, Inc. PY 2023 · Other

Belmont Day School DC Retirement Plan · $23M · 95 · 75th

  • BOY $23M
  • BOY 95
  • BOY 75th
  • BOY Other
  • BOY near German School DC Retirement Plan
  • BOY ind #2181

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 →

Belmont Day School DC Retirement Plan in the asset neighbourhood

Clinicas Del Camino Real, Inc. 403(b) PlanClinicas Del Camino Real, In…$23MBelmont Day School DC Retirement PlanBelmont Day School DC Retire…$23MGerman School DC Retirement PlanGerman School DC Retirement …$23MSnohomish County Public Defender Association 403(b) PlanSnohomish County Public Defe…$23MPana Community Hospital Employees' Tax Deferred Annuity PlanPana Community Hospital Empl…$23M
End-of-year total assets ($M) among Belmont Day School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN042108347
Plan Effective Date1963-06-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The Belmont Day School, Inc.)

Sponsor-wide plan assets over time

All The Belmont Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.38864149737101% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.7M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 80 $19M
2023 1 95 $23M
2024 1 98 $26M

Nearby Other Plans in Massachusetts

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

Belmont Day School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Belmont Day School DC Retirement Plan, Total assets ($B): 0.022608256 · Participants: 95Belmont Day School DC 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
Belmont Day School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Belmont Day School DC Retirement Plan side-by-side with 3 peers →

Belmont Day School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is German School DC Retirement Plan in MD ($23M); by covered participants it is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Belmont Day School DC Retirement Plan assets move in 2023? ▼
Belmont Day School DC Retirement Plan grew sharply - up 17.3% during 2023, from $19M to $23M. Reported net income was $3M.
How have The Belmont Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Belmont Day School, Inc.'s sponsor-wide assets grew 33.4%, from $19M to $26M.
Where does Belmont Day School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Belmont Day School DC Retirement Plan ranks in the 75th 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 Belmont Day School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is German School DC Retirement Plan in MD ($23M, 66 participants).
Which Other plans cover a similar participant headcount to Belmont Day School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Charlton School 403(b) Tax Deferred Annuity Plan in NY (95 participants, N/A 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 042108347.

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.