Other · DOL Form 5500 · 2023
Worcester Academy Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 163
- Participants
- 85th
- Percentile by assets
- $279,403
- Avg per participant
Official DOL plan name: Worcester Academy DC Retirement Plan · Sponsored by Worcester Academy · Massachusetts · Educational Services
$46M in assets, 163 participants
Worcester Academy's Worcester Academy DC Retirement Plan reported $46M in total assets and 163 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)
- #2,714 in Educational Services (3,735 peers)
Coverage in Massachusetts
Worcester Academy DC Retirement Plan covers 163 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $46M.
- $46M
- total plan assets (2023 EOY)
- 163
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $279,403
- avg assets per participant
Where Worcester Academy DC Retirement Plan sits by total assets
Worcester Academy DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,542,730 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Worcester Academy DC Retirement Plan end-of-year assets rose from $42M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Worcester Academy DC Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Worcester Academy DC Retirement Plan reported participants fell from 166 in the plan year 2022 filing to 163 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Worcester Academy DC Retirement Plan reports 163 participants - about 25% of that state average ($46M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $4M |
| Employer EIN | 042105855 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worcester Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $42M |
| 2023 | 1 | 163 | $46M |
| 2024 | 1 | 166 | $50M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Worcester Academy DC 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 Worcester Academy DC Retirement Plan by total assets, not by location.
- Bethune-Cookman University Retirement Plan (FL) $46M · 734
- Woods Services, Inc. 403(b) Plan (PA) $46M · 1,842
- University of Charleston Retirement Plan (WV) $45M · 274
- Unity Health 403(b) Retirement Plan (AR) $46M · 1,191
Frequently Asked Questions
How did Worcester Academy DC Retirement Plan assets move in 2023? ▼
How have Worcester Academy plan assets changed over time? ▼
Where does Worcester Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Worcester Academy DC Retirement Plan? ▼
Next read for Worcester Academy DC Retirement Plan
Filing takeaways
Ways to act on Worcester Academy DC Retirement Plan's numbers.
- By total assets, Worcester Academy DC 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
- Worcester Academy's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Educational Services plans