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
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.
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 EIN | 042103861 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bancroft School)
| 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
- 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 Bancroft School DC Retirement Plan by total assets, not by location.
- Blumont, Inc. 403(b) DC Plan (VA) $31M · 70
- Belmont Abbey College Retirement Plan (NC) $31M · 278
- First Choice Community Healthcare 403(b) Plan (NM) $31M · 433
- The Art Institute of Chicago Retirement Savings Plan (IL) $31M · 176
Frequently Asked Questions
How did Bancroft School DC Retirement Plan assets move in 2023? ▼
How have Bancroft School plan assets changed over time? ▼
Where does Bancroft School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bancroft School DC Retirement Plan? ▼
Next read for Bancroft School DC Retirement Plan
Filing takeaways
Ways to act on Bancroft School DC Retirement Plan's numbers.
- By total assets, Bancroft School 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
- Bancroft School's sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Educational Services plans