Other · DOL Form 5500 · 2023

Worcester Academy Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
163
Participants Small participant base
85th
Percentile by assets National rank
$279,403
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,714
in Educational Services (3,735 peers)
+8.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Worcester Academy DC Retirement Plan's outsized position 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

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

Worcester Academy DC 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. Worcester Academy DC Retirement Plan sits mid-pack in the medium band (163 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042105855 · Worcester Academy PY 2023 · Other

Worcester Academy DC Retirement Plan · $46M · 163 · 85th

  • EOY $46M
  • 5500 163
  • ASSETS 85th
  • PCT Other
  • EIN near Bethune-Cookman University Retirement Plan
  • RANK ind #2714

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 →

Worcester Academy DC Retirement Plan in the asset neighbourhood

Unity Health 403(b) Retirement PlanUnity Health 403(b) Retireme…$46MWoods Services, Inc. 403(b) PlanWoods Services, Inc. 403(b) …$46MWorcester Academy DC Retirement PlanWorcester Academy DC Retirem…$46MBethune-Cookman University Retirement PlanBethune-Cookman University R…$46MUniversity of Charleston Retirement PlanUniversity of Charleston Ret…$45M
End-of-year total assets ($M) among Worcester Academy DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$46M
Net Income$4M
Employer EIN042105855
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Worcester Academy)

Sponsor-wide plan assets over time

All Worcester Academy plans reported in each filing year

Latest sponsor-wide plan assets
$50M 18.886292889830784% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.8M $49.7M ▲ +18.9%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Worcester Academy DC Retirement Plan, Total assets ($B): 0.04554273 · Participants: 163Worcester Academy DC 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
Worcester Academy DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Worcester Academy DC Retirement Plan side-by-side with 3 peers →

Worcester Academy DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Bethune-Cookman University Retirement Plan in FL ($46M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Worcester Academy DC Retirement Plan assets move in 2023? ▼
Worcester Academy DC Retirement Plan grew at a solid clip - up 8.9% during 2023, from $42M to $46M. Reported net income was $4M.
How have Worcester Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Worcester Academy's sponsor-wide assets grew 18.9%, from $42M to $50M.
Where does Worcester Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Worcester Academy DC 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 Worcester Academy DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Bethune-Cookman University Retirement Plan in FL ($46M, 734 participants).
Which Other plans cover a similar participant headcount to Worcester Academy DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants, $12M 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 042105855.

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.