Other · DOL Form 5500 · 2023

The Fessenden School Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
292
Participants Below avg headcount
85th
Percentile by assets National rank
$170,870
Avg per participant Above avg balance/head
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Official DOL plan name: The Fessenden School Retirement Plan · Sponsored by The Fessenden School · Massachusetts · Educational Services

$50M in assets, 292 participants

The Fessenden School's The Fessenden School Retirement Plan reported $50M in total assets and 292 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.

  • #2,771 in Educational Services (3,735 peers)

Coverage in Massachusetts

The Fessenden School Retirement Plan covers 292 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $50M.

#2,771
in Educational Services (3,735 peers)
+16.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Fessenden School Retirement Plan's outsized position by total assets

The Fessenden School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$49,894,003 Top 15% higher than 85% of 127,068 filed plans

This plan $0 $2,050,000,000 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

The Fessenden School 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. The Fessenden School Retirement Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fessenden School Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Fessenden School Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • The Fessenden School Retirement Plan reported participants fell from 311 in the plan year 2022 filing to 292 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042103574 · The Fessenden School PY 2023 · Other

The Fessenden School Retirement Plan · $50M · 292 · 85th

  • SCH $50M
  • SCH 292
  • SCH 85th
  • SCH Other
  • SCH near Osu Physicians, Inc. 403b Plan
  • SCH ind #2771

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 →

The Fessenden School Retirement Plan in the asset neighbourhood

Osu Physicians, Inc. 403b PlanOsu Physicians, Inc. 403b Pl…$50MThe Fessenden School Retirement PlanThe Fessenden School Retirem…$50MHenry Viscardi School Defined Contribution PlanHenry Viscardi School Define…$50MOtis College of Art and Design 403(b) Retirement PlanOtis College of Art and Desi…$50MRehabilitation Institute of Chicago D/B/a Shirley Ryan Abilitylab 403(b) Retirement PlanRehabilitation Institute of …$50M
End-of-year total assets ($M) among The Fessenden School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$50M
Net Income$7M
Employer EIN042103574
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fessenden School)

Sponsor-wide plan assets over time

All The Fessenden School plans reported in each filing year

Latest sponsor-wide plan assets
$57M 32.32597974238983% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.8M $56.6M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 311 $43M
2023 1 292 $50M
2024 1 347 $57M

Nearby Other Plans in Massachusetts

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

The Fessenden School Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Fessenden School Retirement Plan, Total assets ($B): 0.049894003 · Participants: 292The Fessenden School Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
The Fessenden School Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Fessenden School Retirement Plan side-by-side with 3 peers →

The Fessenden School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Osu Physicians, Inc. 403b Plan in OH ($50M); by covered participants it is Zeta Charter Schools 403(b) Plan in NY (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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.

Frequently Asked Questions

How did The Fessenden School Retirement Plan assets move in 2023? ▼
The Fessenden School Retirement Plan grew sharply - up 16.7% during 2023, from $43M to $50M. Reported net income was $7M.
How have The Fessenden School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fessenden School's sponsor-wide assets grew 32.3%, from $43M to $57M.
Where does The Fessenden School Retirement Plan rank by assets among Form 5500 filers? ▼
The Fessenden School 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 The Fessenden School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Osu Physicians, Inc. 403b Plan in OH ($50M, 1,680 participants).
Which Other plans cover a similar participant headcount to The Fessenden School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Zeta Charter Schools 403(b) Plan in NY (292 participants, $7M in assets).

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 042103574.

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.