Other · DOL Form 5500 · 2023

Bancroft School Retirement Plan

Data updated 2026-08-11

$31M
Total assets
113
Participants
80th
Percentile by assets
$273,122
Avg per participant
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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.

  • 80th percentile by assets (of 127,072 plans)
  • #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.

$31M
total plan assets (2023 EOY)
113
covered participants
80th
percentile by assets (of 127,072 plans)
$273,122
avg assets per participant

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 →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Bancroft School DC Retirement Plan reports 113 participants - about 17% of that state average ($31M EOY assets).

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)

$28M$30M$32M$34M 202220232024 $28.7M $32.5M ▲ +13.4%
Total plan assets by year, all Bancroft School plans on file
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

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 R…The Mitre Corporatio…Harvard University T…Boston University Re…Beth Israel Deacones…Northeastern Univers…
Bancroft School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Bancroft School DC Retirement Plan by total assets, not by location.

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).

Next read for Bancroft School DC Retirement Plan

Filing takeaways

Ways to act on Bancroft School DC Retirement Plan's numbers.