Other · DOL Form 5500 · 2023

Cushing Academy Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
201
Participants Below avg headcount
86th
Percentile by assets National rank
$253,636
Avg per participant Above avg balance/head
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Official DOL plan name: Cushing Academy Defined Contribution Retirement Plan · Sponsored by Cushing Academy · Massachusetts · Educational Services

$51M in assets, 201 participants

Cushing Academy's Cushing Academy Defined Contribution Retirement Plan reported $51M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,781 in Educational Services (3,735 peers)

Coverage in Massachusetts

Cushing Academy Defined Contribution Retirement Plan covers 201 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $51M.

#2,781
in Educational Services (3,735 peers)
+12.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cushing Academy Defined Contribution Retirement Plan's outsized position by total assets

Cushing Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$50,980,895 Top 14% higher than 86% 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

Cushing Academy Defined Contribution Retirement 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. Cushing Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cushing Academy Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cushing Academy Defined Contribution Retirement Plan reported participants rose from 159 in the plan year 2022 filing to 201 in the plan year 2023 filing.
  • Cushing Academy Defined Contribution Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $51M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042104048 · Cushing Academy PY 2023 · Other

Cushing Academy Defined Contribution Retirement Plan · $51M · 201 · 86th

  • ASSETS $51M
  • ASSETS 201
  • ASSETS 86th
  • ASSETS Other
  • ASSETS near National Church Residences 403(b) Savings Plan
  • ASSETS ind #2781

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 →

Cushing Academy Defined Contribution Retirement Plan in the asset neighbourhood

Porter-Gaud School Defined Contribution Retirement PlanPorter-Gaud School Defined C…$51MAscd Defined Contribution PlanAscd Defined Contribution Pl…$51MNational Church Residences 403(b) Savings PlanNational Church Residences 4…$51MCushing Academy Defined Contribution Retirement PlanCushing Academy Defined Cont…$51MWesleyan School Retirement PlanWesleyan School Retirement P…$51M
End-of-year total assets ($M) among Cushing Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$51M
Net Income$6M
Employer EIN042104048
Plan Effective Date1947-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cushing Academy)

Sponsor-wide plan assets over time

All Cushing Academy plans reported in each filing year

Latest sponsor-wide plan assets
$54M 18.215529593948837% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $45.4M $53.7M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 159 $45M
2023 1 201 $51M
2024 1 169 $54M

Nearby Other Plans in Massachusetts

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

Cushing Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Cushing Academy Defined Contribution Retirement Plan, Total assets ($B): 0.050980895 · Participants: 201Cushing Academy Defined Contribution 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
Cushing Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Cushing Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Cushing Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is National Church Residences 403(b) Savings Plan in OH ($51M); by covered participants it is Habitat for Humanity Retirement Savings Plan in NC (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Cushing Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Cushing Academy Defined Contribution Retirement Plan grew at a solid clip - up 12.2% during 2023, from $45M to $51M. Reported net income was $6M.
How have Cushing Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cushing Academy's sponsor-wide assets grew 18.2%, from $45M to $54M.
Where does Cushing Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Cushing Academy Defined Contribution Retirement Plan ranks in the 86th 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 Cushing Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National Church Residences 403(b) Savings Plan in OH ($51M, 2,337 participants).
Which Other plans cover a similar participant headcount to Cushing Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Habitat for Humanity Retirement Savings Plan in NC (201 participants, $5M 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 042104048.

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.