Other · DOL Form 5500 · 2023
Allen Chase Foundation Dba Eaglebrook School Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $278,400
- Avg per participant High balance/head
Official DOL plan name: Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan · Sponsored by Allen Chase Foundation Dba Eaglebrook School · Massachusetts · Educational Services
$44M in assets, 158 participants
Allen Chase Foundation Dba Eaglebrook School's Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported $44M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,682 in Educational Services (3,735 peers)
Coverage in Massachusetts
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $44M.
- #2,682
- in Educational Services (3,735 peers)
- +12.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan's outsized position by total assets
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,987,171 Top 16% higher than 84% 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
Allen-Chase Foundation Dba Eaglebrook School 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. Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported participants rose from 149 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042108341 · Allen Chase Foundation Dba Eaglebrook School PY 2023 · Other
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan · $44M · 158 · 84th
- VS-ST $44M
- VS-ST 158
- VS-ST 84th
- VS-ST Other
- VS-ST near Keuka College Retirement Plan
- VS-ST ind #2682
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 →
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $5M |
| Employer EIN | 042108341 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Chase Foundation Dba Eaglebrook School)
Sponsor-wide plan assets over time
All Allen Chase Foundation Dba Eaglebrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 24.477944780887086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $39M |
| 2023 | 1 | 158 | $44M |
| 2024 | 1 | 172 | $49M |
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
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Keuka College Retirement Plan in NY ($44M); by covered participants it is 403(b) Thrift Plan of Brandywine Counseling Community Services, Inc. in DE (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Keuka College Retirement Plan (NY) $44M · 214
- St. Anne's Belfield, Inc. 403(b) Retirement Plan (VA) $44M · 267
- Mount Desert Island Hospital Employee Savings Plan (ME) $44M · 551
- Gill St. Bernard's DC Retirement Plan (NJ) $44M · 199
Similar participant headcount
Nearest other-state filings by covered participants (158 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.