Other · DOL Form 5500 · 2023

Shady Hill School Corporation Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
211
Participants Below avg headcount
87th
Percentile by assets National rank
$287,207
Avg per participant High balance/head
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Official DOL plan name: Shady Hill School DC and Tda Retirement Plan · Sponsored by Shady Hill School Corporation · Massachusetts · Educational Services

$61M in assets, 211 participants

Shady Hill School Corporation's Shady Hill School DC and Tda Retirement Plan reported $61M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,897 in Educational Services (3,735 peers)

Coverage in Massachusetts

Shady Hill School DC and Tda Retirement Plan covers 211 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.

#2,897
in Educational Services (3,735 peers)
+19.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Shady Hill School DC and Tda Retirement Plan's outsized position by total assets

Shady Hill School DC and Tda Retirement Plan vs every filed plan by assets

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

$60,600,652 Top 13% higher than 87% 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

Shady Hill School DC and Tda 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. Shady Hill School DC and Tda Retirement Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shady Hill School DC and Tda Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Shady Hill School DC and Tda Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Shady Hill School DC and Tda Retirement Plan reported participants rose from 198 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042103628 · Shady Hill School Corporation PY 2023 · Other

Shady Hill School DC and Tda Retirement Plan · $61M · 211 · 87th

  • ASSETS $61M
  • PCT 211
  • EIN 87th
  • RANK Other
  • PHOTO near The Claremont Colleges, Inc. Academic Retirement Plan
  • IND ind #2897

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 →

Shady Hill School DC and Tda Retirement Plan in the asset neighbourhood

Franklin Pierce University Defined Contribution Retirement PlanFranklin Pierce University D…$61MThe Claremont Colleges, Inc. Academic Retirement PlanThe Claremont Colleges, Inc.…$61MShady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$61MFriends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$60MViterbo University, Inc. Defined Contribution Retirement PlanViterbo University, Inc. Def…$60M
End-of-year total assets ($M) among Shady Hill School DC and Tda Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN042103628
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shady Hill School Corporation)

Sponsor-wide plan assets over time

All Shady Hill School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$67M 31.412964035699208% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.9M $66.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 198 $51M
2023 1 211 $61M
2024 1 209 $67M

Nearby Other Plans in Massachusetts

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

Shady Hill School DC and Tda Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Shady Hill School DC and Tda Retirement Plan, Total assets ($B): 0.060600652 · Participants: 211Shady Hill School DC and Tda 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
Shady Hill School DC and Tda Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Shady Hill School DC and Tda Retirement Plan side-by-side with 3 peers →

Shady Hill School DC and Tda Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Claremont Colleges, Inc. Academic Retirement Plan in CA ($61M); by covered participants it is Dream Charter School 403(b) Plan in NY (211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Shady Hill School DC and Tda Retirement Plan assets move in 2023? ▼
Shady Hill School DC and Tda Retirement Plan grew sharply - up 19.0% during 2023, from $51M to $61M. Reported net income was $10M.
How have Shady Hill School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shady Hill School Corporation's sponsor-wide assets grew 31.4%, from $51M to $67M.
Where does Shady Hill School DC and Tda Retirement Plan rank by assets among Form 5500 filers? ▼
Shady Hill School DC and Tda Retirement Plan ranks in the 87th 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 Shady Hill School DC and Tda Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Claremont Colleges, Inc. Academic Retirement Plan in CA ($61M, 419 participants).
Which Other plans cover a similar participant headcount to Shady Hill School DC and Tda Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Dream Charter School 403(b) Plan in NY (211 participants, $4M 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 042103628.

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.