Other · DOL Form 5500 · 2023

Trustees of Deerfield Academy Retirement Plan

Data updated 2026-08-11

$143M
Total assets
399
Participants
93rd
Percentile by assets
$357,718
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$143M
total plan assets (2023 EOY)
399
covered participants
93rd
percentile by assets (of 127,072 plans)
$357,718
avg assets per participant

Where Trustees of Deerfield Academy Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Educational Services

Trustees of Deerfield Academy Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Trustees of Deerfield Academy Defined Contribution Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$143M
Net Income$15M
Employer EIN042103563
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Deerfield Academy)

$120M$130M$140M$150M$160M 202220232024 $127M $157M ▲ +22.9%
Total plan assets by year, all Trustees of Deerfield Academy plans on file
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.

Trustees of Deerfield Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Trustees of Deerfiel…, Total assets ($B): 0.142729607 · Participants: 399Trustees of Deerfiel…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Trustees of Deerfield Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Trustees of Deerfield Academy Defined Co… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trustees of Deerfield Academy Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Trustees of Deerfield Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Trustees of Deerfield Academy Defined Contribution Retirement Plan grew at a solid clip - up 12.1% during 2023, from $127M to $143M. Reported net income was $15M.
How have Trustees of Deerfield Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Deerfield Academy's sponsor-wide assets grew 22.9%, from $127M to $156M.
Where does Trustees of Deerfield Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Trustees of Deerfield Academy Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Trustees of Deerfield Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Abilene Christian University 403(b) Retirement Plan in TX ($143M, 996 participants).

Next read for Trustees of Deerfield Academy Defined Co…

Scale reading

Ways to act on Trustees of Deerfield Academy Defined Contribution Retirement Plan's numbers.

  • By total assets, Trustees of Deerfield Academy Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
  • Trustees of Deerfield Academy's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans

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 042103563.

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.