Other · DOL Form 5500 · 2023
Beaver Country Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 132
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $344,744
- Avg per participant High balance/head
Official DOL plan name: Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Beaver Country Day School, Inc. · Massachusetts · Educational Services
$46M in assets, 132 participants
Beaver Country Day School, Inc.'s Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported $46M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,711 in Educational Services (3,735 peers)
Coverage in Massachusetts
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $46M.
- #2,711
- in Educational Services (3,735 peers)
- +13.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,506,194 Top 15% higher than 85% 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
Beaver Country Day Defined Contribution and Tax Deferred Annuity 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. Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 124 in the plan year 2022 filing to 132 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103869 · Beaver Country Day School, Inc. PY 2023 · Other
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan · $46M · 132 · 85th
- IND $46M
- EOY 132
- 5500 85th
- ASSETS Other
- PCT near Bethune-Cookman University Retirement Plan
- EIN ind #2711
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 →
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $5M |
| Employer EIN | 042103869 |
| Plan Effective Date | 1947-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beaver Country Day School, Inc.)
Sponsor-wide plan assets over time
All Beaver Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 28.326394699721817% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 124 | $40M |
| 2023 | 1 | 132 | $46M |
| 2024 | 1 | 139 | $52M |
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
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bethune-Cookman University Retirement Plan in FL ($46M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Bethune-Cookman University Retirement Plan (FL) $46M · 734
- University of Charleston Retirement Plan (WV) $45M · 274
- Wells College Tax Deferred Retirement Plan (NY) $45M · 102
- Woods Services, Inc. 403(b) Plan (PA) $46M · 1,842
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan (LA) 132 · 0 off
- Community Program Centers of Long Island, Inc. 403 (NY) 132 · 0 off
- Bernard Zell Anshe Emet Day School Retirement Plan (IL) 132 · 0 off
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.