Other · DOL Form 5500 · 2023

The Fenn School Inc. Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
97
Participants Small participant base
82nd
Percentile by assets National rank
$389,418
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Fenn School Tda and Retirement Plan · Sponsored by The Fenn School Inc. · Massachusetts · Educational Services

$38M in assets, 97 participants

The Fenn School Inc.'s The Fenn School Tda and Retirement Plan reported $38M in total assets and 97 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.

  • #2,558 in Educational Services (3,735 peers)

Where The Fenn School Tda and Retirement Plan sits by assets

The Fenn School Tda and Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 97 participants (~$389,418/participant), up 17.9% in 2023.

#2,558
in Educational Services (3,735 peers)
+17.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Fenn School Tda and Retirement Plan's outsized position by total assets

The Fenn School Tda and Retirement Plan vs every filed plan by assets

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

$37,773,575 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 Fenn School Tda and 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 Fenn School Tda and Retirement Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fenn School Tda and Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Fenn School Tda and Retirement Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • The Fenn School Tda and Retirement Plan reported participants fell from 100 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042104064 · The Fenn School Inc. PY 2023 · Other

The Fenn School Tda and Retirement Plan · $38M · 97 · 82nd

  • BOY $38M
  • SCH 97
  • EBSA 82nd
  • PART Other
  • TYPE near Johnson C. Smith University Defined Contribution Retirement Plan
  • NET ind #2558

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 Fenn School Tda and Retirement Plan in the asset neighbourhood

Atlanta International School Defined Contribution PlanAtlanta International School…$38MLeadingage, Inc. Section 403(b) Savings and Retirement PlanLeadingage, Inc. Section 403…$38MThe Lebanese American University 403(b) PlanThe Lebanese American Univer…$38MThe Fenn School Tda and Retirement PlanThe Fenn School Tda and Reti…$38MJohnson C. Smith University Defined Contribution Retirement PlanJohnson C. Smith University …$38M
End-of-year total assets ($M) among The Fenn School Tda and 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)$38M
Net Income$6M
Employer EIN042104064
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fenn School Inc.)

Sponsor-wide plan assets over time

All The Fenn School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 31.211159625155155% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32M $42M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 100 $32M
2023 1 97 $38M
2024 1 102 $42M

Nearby Other Plans in Massachusetts

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

The Fenn School Tda and Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Fenn School Tda and Retirement Plan, Total assets ($B): 0.037773575 · Participants: 97The Fenn School Tda and 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 Fenn School Tda and Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Fenn School Tda and Retirement Plan side-by-side with 3 peers →

The Fenn School Tda and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Johnson C. Smith University Defined Contribution Retirement Plan in NC ($38M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Fenn School Tda and Retirement Plan assets move in 2023? ▼
The Fenn School Tda and Retirement Plan grew sharply - up 17.9% during 2023, from $32M to $38M. Reported net income was $6M.
How have The Fenn School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fenn School Inc.'s sponsor-wide assets grew 31.2%, from $32M to $42M.
Where does The Fenn School Tda and Retirement Plan rank by assets among Form 5500 filers? ▼
The Fenn School Tda and 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 Fenn School Tda and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Johnson C. Smith University Defined Contribution Retirement Plan in NC ($38M, 347 participants).
Which Other plans cover a similar participant headcount to The Fenn School Tda and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants, $26M 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 042104064.

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.