Other
2023 plan-year Other DOL Form 5500

Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hillside School, Inc · Massachusetts · Educational Services

What the 2023 filing shows

Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School holds $8M for 41 participants — about $183,781 per participant, up 10.8% over the 2023 plan year.

$8M
total plan assets (2023 EOY)
41
covered participants
$183,781
avg assets per participant
+10.8%
assets growth YoY
Total Assets (2023)
$8M
Participants
41
Industry
Educational Services

What the Filing Says About Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School

Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School is a Other retirement plan sponsored by Hillside School, Inc, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 41 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042111216, and the plan has been effective since 1963-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2023 to $8M at year-end — a gain of 10.8%. Net assets (after liabilities) closed the year at $8M, with reported net income of $736K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$736K
Plan TypeOther
Employer EIN042111216
Plan Effective Date1963-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hillside School, Inc)

Year Plans Participants Total Assets
2022 1 39 $7M
2023 1 41 $8M
2024 1 43 $9M

Nearby Other Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School?
As of the 2023 Form 5500 filing, Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School holds $8M in total assets with 41 participants. It is sponsored by Hillside School, Inc.
What type of plan is Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School?
Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School is a Other plan. It has been effective since 1963-11-01. The plan is filed with the U.S. Department of Labor under EIN 042111216.
Who sponsors the Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School?
Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School is sponsored by Hillside School, Inc, located in Massachusetts. The sponsor's EIN is 042111216 and the plan operates in the Educational Services industry.
How did Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School perform in 2023?
Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School grew by 10.8% during 2023, moving from $7M to $8M in total assets. Net income was $736K.
Where can I find official filings for Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School?
Official Form 5500 filings for Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042111216 or plan name at efast.dol.gov.
How does Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School compare to other plans?
You can compare Teachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside School against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042111216.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.