Other · DOL Form 5500 · 2023

Stoneleigh-Burnham School Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
50
Participants Small participant base
61st
Percentile by assets National rank
$222,355
Avg per participant Above avg balance/head
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Official DOL plan name: Stoneleigh-Burnham School 403(b) DC Plan · Sponsored by Stoneleigh-Burnham School · Massachusetts · Educational Services

$11M in assets, 50 participants

Stoneleigh-Burnham School's Stoneleigh-Burnham School 403(b) DC Plan reported $11M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,644 in Educational Services (3,735 peers)

Stoneleigh-Burnham School multi-year trail

Stoneleigh-Burnham School's plans moved +26.4% in assets from 2022 to 2024; this filing shows Stoneleigh-Burnham School 403(b) DC Plan at $11M / 50 participants.

#1,644
in Educational Services (3,735 peers)
+14.3%
assets growth YoY

Stoneleigh-Burnham School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Stoneleigh-Burnham School 403(b) DC Plan vs every filed plan by assets

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

$11,117,736 Top 39% higher than 61% 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

Stoneleigh-Burnham 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. Stoneleigh-Burnham School 403(b) DC Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoneleigh-Burnham School 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stoneleigh-Burnham School 403(b) DC Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Stoneleigh-Burnham School 403(b) DC Plan reported participants rose from 49 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042163044 · Stoneleigh-Burnham School PY 2023 · Other

Stoneleigh-Burnham School 403(b) DC Plan · $11M · 50 · 61st

  • BOOK $11M
  • VS-ST 50
  • BOY 61st
  • SCH Other
  • EBSA near Jacksonville Country Day School, Inc. 403(b) Plan
  • PART ind #1644

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 →

Stoneleigh-Burnham School 403(b) DC Plan in the asset neighbourhood

403(b) Thrift Plan of Hospice of Wichita Falls, Inc.403(b) Thrift Plan of Hospic…$11MThe Barnes Foundation Defined Contribution Retirement PlanThe Barnes Foundation Define…$11MOregon Museum of Science and Industry Retirement PlanOregon Museum of Science and…$11MStoneleigh-Burnham School 403(b) DC PlanStoneleigh-Burnham School 40…$11MJacksonville Country Day School, Inc. 403(b) PlanJacksonville Country Day Sch…$11M
End-of-year total assets ($M) among Stoneleigh-Burnham School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Stoneleigh-Burnham School multi-year asset trail

Sponsor-wide plan assets over time

All Stoneleigh-Burnham School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.376895743903045% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.73M $12.3M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 49 $10M
2023 1 50 $11M
2024 1 35 $12M

Stoneleigh-Burnham School filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN042163044
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Stoneleigh-Burnham School 403(b) DC Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Stoneleigh-Burnham School 403(b) DC Plan, Total assets ($B): 0.011117736 · Participants: 50Stoneleigh-Burnham School 403(b) DC 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
Stoneleigh-Burnham School 403(b) DC Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Stoneleigh-Burnham School 403(b) DC Plan side-by-side with 3 peers →

Stoneleigh-Burnham School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Jacksonville Country Day School, Inc. 403(b) Plan in FL ($11M); by covered participants it is Sage Ridge School Defined Contribution Retirement Plan in NV (50 participants). Same-state nearby plans are listed separately above.

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 Stoneleigh-Burnham School 403(b) DC Plan assets move in 2023? ▼
Stoneleigh-Burnham School 403(b) DC Plan grew at a solid clip - up 14.3% during 2023, from $10M to $11M. Reported net income was $1M.
How have Stoneleigh-Burnham School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneleigh-Burnham School's sponsor-wide assets grew 26.4%, from $10M to $12M.
Which Other plans are similar in size to Stoneleigh-Burnham School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Jacksonville Country Day School, Inc. 403(b) Plan in FL ($11M, 90 participants).
Which Other plans cover a similar participant headcount to Stoneleigh-Burnham School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Sage Ridge School Defined Contribution Retirement Plan in NV (50 participants, $6M 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 042163044.

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.