Other · DOL Form 5500 · 2023
Concord Academy Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 254
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $263,613
- Avg per participant High balance/head
Official DOL plan name: Concord Academy Defined Contribution and Tax-Deferred Annuity Plan · Sponsored by Concord Academy · Massachusetts · Educational Services
$67M in assets, 254 participants
Concord Academy's Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported $67M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,951 in Educational Services (3,735 peers)
Coverage in Massachusetts
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan covers 254 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.
- #2,951
- in Educational Services (3,735 peers)
- +11.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan's outsized position by total assets
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,957,630 Top 12% higher than 88% 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
Concord Academy Defined Contribution and Tax-Deferred Annuity 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. Concord Academy Defined Contribution and Tax-Deferred Annuity Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Concord Academy Defined Contribution and Tax-Deferred Annuity Plan end-of-year assets rose from $60M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported participants fell from 263 in the plan year 2022 filing to 254 in the plan year 2023 filing.
- Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported net income fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 041200600 · Concord Academy PY 2023 · Other
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan · $67M · 254 · 88th
- VS-ST $67M
- BOY 254
- SCH 88th
- EBSA Other
- PART near Iavi 403(b) Retirement Plan
- TYPE ind #2951
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 →
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $7M |
| Employer EIN | 041200600 |
| Plan Effective Date | 1949-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concord Academy)
Sponsor-wide plan assets over time
All Concord Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $74M 23.041804567596465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $60M |
| 2023 | 1 | 254 | $67M |
| 2024 | 1 | 308 | $74M |
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
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Iavi 403(b) Retirement Plan in NY ($67M); by covered participants it is Chinatown Cdc 403(b) Plan in CA (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Iavi 403(b) Retirement Plan (NY) $67M · 246
- New York Philharmonic 403(b) Retirement Plan (NY) $67M · 195
- Sansum Clinic Match Plan (CA) $67M · 1,270
- North Country Health System, Inc. Contributory Tax Sheltered Retirement Plan (VT) $67M · 612
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- Chinatown Cdc 403(b) Plan (CA) 254 · 0 off
- Mace North America, Ltd 401(k) Plan (NY) 254 · 0 off
- Brightpoint 403(b) Plan (IN) 254 · 0 off
- Bonnie Brae Retirement Plan (NJ) 254 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.