Other · DOL Form 5500 · 2023

Beaver Country Day School, Inc. Retirement Plan

Data updated 2026-08-11

$46M
Total assets: 132
Participants: 85th
Percentile by assets: $344,744
Avg per participant

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.

85th percentile by assets (of 127,072 plans)
#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.

$46M
total plan assets (2023 EOY): 132
covered participants: 85th
percentile by assets (of 127,072 plans): $344,744
avg assets per participant

Where Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan sits 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 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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reports 132 participants - about 20% of that state average ($46M EOY assets).

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.)

Total plan assets by year, all Beaver Country Day School, Inc. plans on file

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.

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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

Compare Beaver Country Day Defined Contribution … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan assets move in 2023? ▼

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan grew at a solid clip - up 13.3% during 2023, from $40M to $46M. Reported net income was $5M.

How have Beaver Country Day School, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Beaver Country Day School, Inc.'s sponsor-wide assets grew 28.3%, from $40M to $52M.

Where does Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Bethune-Cookman University Retirement Plan in FL ($46M, 734 participants).

Next read for Beaver Country Day Defined Contribution …

Filing takeaways

Ways to act on Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's numbers.

By total assets, Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Beaver Country Day School, Inc.'s sponsor-wide assets have grown 28.3% 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 042103869.