Other · DOL Form 5500 · 2023
Spaulding Academy & Family Services Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 290
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $28,336
- Avg per participant Low balance/head
Official DOL plan name: Spaulding Academy & Family Services 403(b) Retirement Plan · Sponsored by Spaulding Academy & Family Services · New Hampshire · Educational Services
$8M in assets, 290 participants
Spaulding Academy & Family Services's Spaulding Academy & Family Services 403(b) Retirement Plan reported $8M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #1,407 in Educational Services (3,735 peers)
Spaulding Academy & Family Services multi-year trail
Spaulding Academy & Family Services's plans moved +39.4% in assets from 2022 to 2024; this filing shows Spaulding Academy & Family Services 403(b) Retirement Plan at $8M / 290 participants.
- #1,407
- in Educational Services (3,735 peers)
- +21.6%
- assets growth YoY
Spaulding Academy & Family Services 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Spaulding Academy & Family Services 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,217,480 Top 46% higher than 54% 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
Spaulding Academy & Family Services 403(b) 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. Spaulding Academy & Family Services 403(b) Retirement Plan sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spaulding Academy & Family Services 403(b) Retirement Plan reported net income rose from $456K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Spaulding Academy & Family Services 403(b) Retirement Plan reported participants rose from 224 in the plan year 2022 filing to 290 in the plan year 2023 filing.
- Spaulding Academy & Family Services 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 020244216 · Spaulding Academy & Family Services PY 2023 · Other
Spaulding Academy & Family Services 403(b) Retirement Plan · $8M · 290 · 54th
- PART $8M
- TYPE 290
- NET 54th
- BOOK Other
- VS-ST near Children First, Inc. Retirement Plan
- BOY ind #1407
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 New Hampshire →
Spaulding Academy & Family Services 403(b) Retirement Plan in the asset neighbourhood
Spaulding Academy & Family Services multi-year asset trail
Sponsor-wide plan assets over time
All Spaulding Academy & Family Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 39.44506410529656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $7M |
| 2023 | 1 | 290 | $8M |
| 2024 | 1 | 309 | $9M |
Spaulding Academy & Family Services filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 020244216 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.4B · 10,995
- Supplemental Retirement Accounts for All Employees of Dartmouth College $997M · 3,998
- Solutionhealth & Elliot Health System 403(b) Savings Plan $421M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $345M · 64
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $284M · 2,702
Spaulding Academy & Family Services 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Children First, Inc. Retirement Plan in FL ($8M); by covered participants it is Shady Side Academy Retirement Plan in PA (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (290 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.