Other · DOL Form 5500 · 2023

Bancroft School Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
113
Participants Small participant base
80th
Percentile by assets National rank
$273,122
Avg per participant High balance/head
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Official DOL plan name: Bancroft School DC Retirement Plan · Sponsored by Bancroft School · Massachusetts · Educational Services

$31M in assets, 113 participants

Bancroft School's Bancroft School DC Retirement Plan reported $31M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,422 in Educational Services (3,735 peers)

Coverage in Massachusetts

Bancroft School DC Retirement Plan covers 113 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $31M.

#2,422
in Educational Services (3,735 peers)
+7.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bancroft School DC Retirement Plan's outsized position by total assets

Bancroft School DC Retirement Plan vs every filed plan by assets

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

$30,862,796 Top 20% higher than 80% 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

Bancroft School 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. Bancroft School DC Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bancroft School DC Retirement Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bancroft School DC Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Bancroft School DC Retirement Plan reported participants rose from 111 in the plan year 2022 filing to 113 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042103861 · Bancroft School PY 2023 · Other

Bancroft School DC Retirement Plan · $31M · 113 · 80th

  • IND $31M
  • IND 113
  • IND 80th
  • IND Other
  • IND near Blumont, Inc. 403(b) DC Plan
  • IND ind #2422

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 →

Bancroft School DC Retirement Plan in the asset neighbourhood

First Choice Community Healthcare 403(b) PlanFirst Choice Community Healt…$31MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$31MBlumont, Inc. 403(b) DC Plan$31MBancroft School DC Retirement PlanBancroft School DC Retiremen…$31MThe Art Institute of Chicago Retirement Savings PlanThe Art Institute of Chicago…$31M
End-of-year total assets ($M) among Bancroft School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN042103861
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bancroft School)

Sponsor-wide plan assets over time

All Bancroft School plans reported in each filing year

Latest sponsor-wide plan assets
$33M 13.376407660937803% vs 2022
2024 filing year
$28M$30M$32M$34M 202220232024 $28.7M $32.5M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 111 $29M
2023 1 113 $31M
2024 1 111 $33M

Nearby Other Plans in Massachusetts

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

Bancroft School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Bancroft School DC Retirement Plan, Total assets ($B): 0.030862796 · Participants: 113Bancroft School 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
Bancroft School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bancroft School DC Retirement Plan side-by-side with 3 peers →

Bancroft School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Blumont, Inc. 403(b) DC Plan in VA ($31M); by covered participants it is North Cross School 403(b) DC Plan in VA (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Bancroft School DC Retirement Plan assets move in 2023? ▼
Bancroft School DC Retirement Plan grew at a solid clip - up 7.7% during 2023, from $29M to $31M. Reported net income was $2M.
How have Bancroft School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bancroft School's sponsor-wide assets grew 13.4%, from $29M to $33M.
Where does Bancroft School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Bancroft School DC Retirement Plan ranks in the 80th 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 Bancroft School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Blumont, Inc. 403(b) DC Plan in VA ($31M, 70 participants).
Which Other plans cover a similar participant headcount to Bancroft School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North Cross School 403(b) DC Plan in VA (113 participants, N/A 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 042103861.

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.