Other · DOL Form 5500 · 2023
Shore Country Day School Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 93
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $311,793
- Avg per participant High balance/head
Official DOL plan name: Shore Country Day School 403(b) DC Plan · Sponsored by Shore Country Day School · Massachusetts · Educational Services
$29M in assets, 93 participants
Shore Country Day School's Shore Country Day School 403(b) DC Plan reported $29M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,374 in Educational Services (3,735 peers)
Where Shore Country Day School 403(b) DC Plan sits by assets
Shore Country Day School 403(b) DC Plan sits in the top quartile of all filed plans by assets, $29M for 93 participants (~$311,793/participant), up 11.2% in 2023.
- #2,374
- in Educational Services (3,735 peers)
- +11.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shore Country Day School 403(b) DC Plan's outsized position by total assets
Shore Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,996,789 Top 21% higher than 79% 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
Shore Country Day School 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. Shore Country Day School 403(b) DC Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shore Country Day School 403(b) DC Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Shore Country Day School 403(b) DC Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Shore Country Day School 403(b) DC Plan reported participants rose from 89 in the plan year 2022 filing to 93 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042104926 · Shore Country Day School PY 2023 · Other
Shore Country Day School 403(b) DC Plan · $29M · 93 · 79th
- PART $29M
- TYPE 93
- NET 79th
- BOOK Other
- VS-ST near Trudeau Institute Retirement Plan
- BOY ind #2374
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 →
Shore Country Day School 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 042104926 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shore Country Day School)
Sponsor-wide plan assets over time
All Shore Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 16.43308732516816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $26M |
| 2023 | 1 | 93 | $29M |
| 2024 | 1 | 87 | $30M |
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
Shore Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Trudeau Institute Retirement Plan in NY ($29M); by covered participants it is Village Community School 403(b) Defined Contribution Plan in NY (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (93 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.