Other · DOL Form 5500 · 2023
Elderhostel Inc. Retirement Plan
Data updated 2026-08-11
- $85M
- Total assets
- 566
- Participants
- 90th
- Percentile by assets
- $149,647
- Avg per participant
Official DOL plan name: Road Scholar Retirement Plan · Sponsored by Elderhostel Inc. · Massachusetts · Educational Services
$85M in assets, 566 participants
Elderhostel Inc.'s Road Scholar Retirement Plan reported $85M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #3,081 in Educational Services (3,735 peers)
Where Road Scholar Retirement Plan sits by assets
Road Scholar Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 566 participants (~$149,647/participant), up 26.8% in 2023.
- $85M
- total plan assets (2023 EOY)
- 566
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $149,647
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Road Scholar Retirement Plan reported participants rose from 281 in the plan year 2022 filing to 566 in the plan year 2023 filing.
- Road Scholar Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Road Scholar Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Road Scholar Retirement Plan vs the 2023 asset distribution
By assets, Road Scholar Retirement Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $18M |
| Employer EIN | 042632526 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elderhostel Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $67M |
| 2023 | 1 | 566 | $85M |
| 2024 | 1 | 591 | $98M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Road Scholar 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Road Scholar Retirement Plan by total assets, not by location.
- Anderson Healthcare 403b Plan (IL) $85M · 1,510
- The Saint Ann's School Tax Deferred Annuity Plan (NY) $85M · 280
- Golden Gate University Retirement Plan (CA) $85M · 245
- Asian Health Services 403(b) Plan (CA) $85M · 646
Frequently Asked Questions
How did Road Scholar Retirement Plan assets move in 2023? ▼
How have Elderhostel Inc. plan assets changed over time? ▼
Where does Road Scholar Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Road Scholar Retirement Plan? ▼
Next read for Road Scholar Retirement Plan
Scale reading
Ways to act on Road Scholar Retirement Plan's numbers.
- By total assets, Road Scholar Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Elderhostel Inc.'s sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Educational Services plans