401(k) · DOL Form 5500 · 2023

The Pingree School, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
103
Participants Small participant base
71st
Percentile by assets National rank
$177,289
Avg per participant Above avg balance/head
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Official DOL plan name: The Pingree School, Inc. 401(k) Plan · Sponsored by The Pingree School, Inc. · Massachusetts · Educational Services

$18M in assets, 103 participants

The Pingree School, Inc.'s The Pingree School, Inc. 401(k) Plan reported $18M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,002 in Educational Services (3,735 peers)

Coverage in Massachusetts

The Pingree School, Inc. 401(k) Plan covers 103 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#2,002
in Educational Services (3,735 peers)
+25.6%
assets growth YoY

The Pingree School, Inc. 401(k) Plan's outsized position by total assets

The Pingree School, Inc. 401(k) Plan vs every filed plan by assets

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

$18,260,797 Top 29% higher than 71% 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 Pingree School, Inc. 401(k) 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. The Pingree School, Inc. 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pingree School, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Pingree School, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042279977 · The Pingree School, Inc. PY 2023 · 401(k)

The Pingree School, Inc. 401(k) Plan · $18M · 103 · 71st

  • BOY $18M
  • SCH 103
  • EBSA 71st
  • PART 401(k)
  • TYPE near First US Bancshares, Inc. 401(k) Plan
  • NET ind #2002

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 Pingree School, Inc. 401(k) Plan in the asset neighbourhood

The Pingree School, Inc. 401(k) PlanThe Pingree School, Inc. 401…$18MFirst US Bancshares, Inc. 401(k) PlanFirst US Bancshares, Inc. 40…$18MCatholic Charities Hawai'i Retirement Savings PlanCatholic Charities Hawai'i R…$18M401(k) Plan for Employees of the Polish National Alliance of the United States of North America401(k) Plan for Employees of…$18MIsland Federal Credit Union 401(k) Plan & TrustIsland Federal Credit Union …$18M
End-of-year total assets ($M) among The Pingree School, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN042279977
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Pingree School, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$22M 50.9613212372181% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.5M $22M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 104 $15M
2023 1 103 $18M
2024 1 103 $22M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Pingree School, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Pingree School, Inc. 401(k) Plan, Total assets ($B): 0.018260797 · Participants: 103The Pingree School, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Pingree School, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Pingree School, Inc. 401(k) Plan side-by-side with 3 peers →

The Pingree School, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is First US Bancshares, Inc. 401(k) Plan in AL ($18M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Pingree School, Inc. 401(k) Plan assets move in 2023? ▼
The Pingree School, Inc. 401(k) Plan grew sharply - up 25.6% during 2023, from $15M to $18M. Reported net income was $4M.
How have The Pingree School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Pingree School, Inc.'s sponsor-wide assets grew 51.0%, from $15M to $22M.
Which 401(k) plans are similar in size to The Pingree School, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First US Bancshares, Inc. 401(k) Plan in AL ($18M, 155 participants).
Which 401(k) plans cover a similar participant headcount to The Pingree School, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 042279977.

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.