Other · DOL Form 5500 · 2023
Trustees of Deerfield Academy Retirement Plan
Data updated 2026-08-25
- $143M
- Total assets Near avg plan size
- 399
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $357,718
- Avg per participant High balance/head
Official DOL plan name: Trustees of Deerfield Academy Defined Contribution Retirement Plan · Sponsored by Trustees of Deerfield Academy · Massachusetts · Educational Services
$143M in assets, 399 participants
Trustees of Deerfield Academy's Trustees of Deerfield Academy Defined Contribution Retirement Plan reported $143M in total assets and 399 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,310 in Educational Services (3,735 peers)
Where Trustees of Deerfield Academy Defined Contribution Retirement Plan sits by assets
Trustees of Deerfield Academy Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $143M for 399 participants (~$357,718/participant), up 12.1% in 2023.
- #3,310
- in Educational Services (3,735 peers)
- +12.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Trustees of Deerfield Academy Defined Contribution Retirement Plan's outsized position by total assets
Trustees of Deerfield Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,729,607 Top 7% higher than 93% 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
Trustees of Deerfield 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. Trustees of Deerfield Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (399 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trustees of Deerfield Academy Defined Contribution Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Trustees of Deerfield Academy Defined Contribution Retirement Plan end-of-year assets rose from $127M in the plan year 2022 filing to $143M in the plan year 2023 filing.
- Trustees of Deerfield Academy Defined Contribution Retirement Plan reported participants rose from 377 in the plan year 2022 filing to 399 in the plan year 2023 filing.
DOL schedule card
Filing strip 042103563 · Trustees of Deerfield Academy PY 2023 · Other
Trustees of Deerfield Academy Defined Contribution Retirement Plan · $143M · 399 · 93rd
- TYPE $143M
- TYPE 399
- TYPE 93rd
- TYPE Other
- TYPE near Abilene Christian University 403(b) Retirement Plan
- TYPE ind #3310
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 →
Trustees of Deerfield Academy Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $143M |
| Net Income | $15M |
| Employer EIN | 042103563 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Deerfield Academy)
Sponsor-wide plan assets over time
All Trustees of Deerfield Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 22.879691051109706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $127M |
| 2023 | 1 | 399 | $143M |
| 2024 | 1 | 421 | $156M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Trustees of Deerfield Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Abilene Christian University 403(b) Retirement Plan in TX ($143M); by covered participants it is My Community Dental Centers, Inc. 403(b) Plan in MI (399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($143M here).
- Abilene Christian University 403(b) Retirement Plan (TX) $143M · 996
- Be the Match/Nmdp Employee Savings Plan (MN) $143M · 1,585
- Ithaka Harbors, Inc. 403(b) Retirement Plan (NY) $143M · 416
- Fhn Matching Tax Deferred Annuity Plan (IL) $143M · 1,021
Similar participant headcount
Nearest other-state filings by covered participants (399 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.