Other · DOL Form 5500 · 2023
Eagle Hill Foundation of Massachusetts Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 167
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $145,245
- Avg per participant Above avg balance/head
Official DOL plan name: Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan · Sponsored by Eagle Hill Foundation of Massachusetts Inc. · Massachusetts · Educational Services
$24M in assets, 167 participants
Eagle Hill Foundation of Massachusetts Inc.'s Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan reported $24M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,245 in Educational Services (3,735 peers)
Coverage in Massachusetts
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.
- #2,245
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan's outsized position by total assets
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,255,966 Top 24% higher than 76% 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
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution 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. Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (167 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan reported net income rose from $866K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan reported participants rose from 162 in the plan year 2022 filing to 167 in the plan year 2023 filing.
DOL schedule card
Filing strip 042761985 · Eagle Hill Foundation of Massachusetts Inc. PY 2023 · Other
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan · $24M · 167 · 76th
- EOY $24M
- EOY 167
- EOY 76th
- EOY Other
- EOY near Iacp 403(b) Retirement Plan
- EOY ind #2245
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 →
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 042761985 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eagle Hill Foundation of Massachusetts Inc.)
Sponsor-wide plan assets over time
All Eagle Hill Foundation of Massachusetts Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 35.98386728133953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $20M |
| 2023 | 1 | 167 | $24M |
| 2024 | 1 | 177 | $28M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Iacp 403(b) Retirement Plan in VA ($24M); by covered participants it is Bethel College DC Plan in KS (167 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Iacp 403(b) Retirement Plan (VA) $24M · 135
- Marin Community Clinics 403(b) Savings & Investment Plan (CA) $24M · 549
- Heartspring 403 (B) DC Plan (KS) $24M · 473
- Houlton Regional Hospital 403(b) Savings Plan (ME) $24M · 381
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Bethel College DC Plan (KS) 167 · 0 off
- Clara Martin Center 403(b) Plan (VT) 167 · 0 off
- The Posse Foundation Retirement Savings Plan (NY) 167 · 0 off
- Broadway Services Inc. Retirement Plan (LA) 167 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.