Other · DOL Form 5500 · 2023
School Year Abroad, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $455,618
- Avg per participant High balance/head
Official DOL plan name: School Year Abroad 403(b) DC Plan · Sponsored by School Year Abroad, Inc. · Massachusetts · Educational Services
$10M in assets, 21 participants
School Year Abroad, Inc.'s School Year Abroad 403(b) DC Plan reported $10M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #1,528 in Educational Services (3,735 peers)
School Year Abroad, Inc. multi-year trail
School Year Abroad, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows School Year Abroad 403(b) DC Plan at $10M / 21 participants.
- #1,528
- in Educational Services (3,735 peers)
- +20.0%
- assets growth YoY
School Year Abroad 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
School Year Abroad 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,567,981 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
School Year Abroad 403(b) DC 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. School Year Abroad 403(b) DC Plan is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- School Year Abroad 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- School Year Abroad 403(b) DC Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- School Year Abroad 403(b) DC Plan reported participants fell from 25 in the plan year 2022 filing to 21 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042589375 · School Year Abroad, Inc. PY 2023 · Other
School Year Abroad 403(b) DC Plan · $10M · 21 · 58th
- NET $10M
- NET 21
- NET 58th
- NET Other
- NET near Indian Health Care 403(b) Plan
- NET ind #1528
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 →
School Year Abroad 403(b) DC Plan in the asset neighbourhood
School Year Abroad, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All School Year Abroad, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.865893707276403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $8M |
| 2023 | 1 | 21 | $10M |
| 2024 | 1 | 25 | $10M |
School Year Abroad, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 042589375 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
School Year Abroad 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Indian Health Care 403(b) Plan in OK ($10M); by covered participants it is Young Americans Christian Group Plan in GA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.