Other · DOL Form 5500 · 2023

Miss Halls School, Inc. Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
80
Participants Small participant base
71st
Percentile by assets National rank
$226,339
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Miss Hall's School Retirement Plan · Sponsored by Miss Halls School, Inc. · Massachusetts · Educational Services

$18M in assets, 80 participants

Miss Halls School, Inc.'s Miss Hall's School Retirement Plan reported $18M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,998 in Educational Services (3,735 peers)

Miss Halls School, Inc. multi-year trail

Miss Halls School, Inc.'s plans moved +22.3% in assets from 2022 to 2024; this filing shows Miss Hall's School Retirement Plan at $18M / 80 participants.

#1,998
in Educational Services (3,735 peers)
+10.0%
assets growth YoY

Miss Hall's School Retirement Plan's outsized position by total assets

Miss Hall's School Retirement Plan vs every filed plan by assets

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

$18,107,140 Top 29% higher than 71% 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

Miss Hall's School Retirement 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. Miss Hall's School Retirement Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miss Hall's School Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Miss Hall's School Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Miss Hall's School Retirement Plan reported participants fell from 81 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042104273 · Miss Halls School, Inc. PY 2023 · Other

Miss Hall's School Retirement Plan · $18M · 80 · 71st

  • ASSETS $18M
  • PCT 80
  • EIN 71st
  • RANK Other
  • PHOTO near Manlius Pebble Hill School 403(b) DC Plan
  • IND ind #1998

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 →

Miss Hall's School Retirement Plan in the asset neighbourhood

Miss Hall's School Retirement PlanMiss Hall's School Retiremen…$18MManlius Pebble Hill School 403(b) DC PlanManlius Pebble Hill School 4…$18MBrevard College Corporation Defined Contribution Retirement PlanBrevard College Corporation …$18MMounds Park Academy Retirement PlanMounds Park Academy Retireme…$18MGeorge Eastman Museum Retirement PlanGeorge Eastman Museum Retire…$18M
End-of-year total assets ($M) among Miss Hall's School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Miss Halls School, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Miss Halls School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.30101817242611% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.5M $20.1M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 81 $16M
2023 1 80 $18M
2024 1 101 $20M

Miss Halls School, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN042104273
Plan Effective Date1927-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Miss Hall's School Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Miss Hall's School Retirement Plan, Total assets ($B): 0.01810714 · Participants: 80Miss Hall's School 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
Miss Hall's School Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Miss Hall's School Retirement Plan side-by-side with 3 peers →

Miss Hall's School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Manlius Pebble Hill School 403(b) DC Plan in NY ($18M); by covered participants it is Ford Foundation Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Miss Hall's School Retirement Plan assets move in 2023? ▼
Miss Hall's School Retirement Plan grew at a solid clip - up 10.0% during 2023, from $16M to $18M. Reported net income was $2M.
How have Miss Halls School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miss Halls School, Inc.'s sponsor-wide assets grew 22.3%, from $16M to $20M.
Which Other plans are similar in size to Miss Hall's School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Manlius Pebble Hill School 403(b) DC Plan in NY ($18M, 94 participants).
Which Other plans cover a similar participant headcount to Miss Hall's School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ford Foundation Retirement Plan in NY (80 participants, $287M 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 042104273.

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.