Other · DOL Form 5500 · 2023

Seven Hills Foundation, Inc. Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
1,088
Participants Near avg headcount
86th
Percentile by assets National rank
$46,615
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Seven Hills Foundation Retirement Plan · Sponsored by Seven Hills Foundation, Inc. · Massachusetts · Other Services

$51M in assets, 1,088 participants

Seven Hills Foundation, Inc.'s Seven Hills Foundation Retirement Plan reported $51M in total assets and 1,088 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,348 in Other Services (7,857 peers)

Where Seven Hills Foundation Retirement Plan sits by assets

Seven Hills Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 1,088 participants (~$46,615/participant), up 23.7% in 2023.

#7,348
in Other Services (7,857 peers)
+23.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Seven Hills Foundation Retirement Plan's outsized position by total assets

Seven Hills Foundation Retirement Plan vs every filed plan by assets

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

$50,717,404 Top 14% higher than 86% 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

Seven Hills Foundation Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seven Hills Foundation Retirement Plan lands in the large band (1,088 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seven Hills Foundation Retirement Plan reported net income rose from -$753K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Seven Hills Foundation Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Seven Hills Foundation Retirement Plan reported participants rose from 1,027 in the plan year 2022 filing to 1,088 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043293659 · Seven Hills Foundation, Inc. PY 2023 · Other

Seven Hills Foundation Retirement Plan · $51M · 1,088 · 86th

  • PART $51M
  • PART 1,088
  • PART 86th
  • PART Other
  • PART near Ringling College of Art and Design Retirement Plan
  • PART ind #7348

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 Other Services retirement plans → · Plans in Massachusetts →

Seven Hills Foundation Retirement Plan in the asset neighbourhood

Columbia College Defined Contribution Retirement PlanColumbia College Defined Con…$51MRingling College of Art and Design Retirement PlanRingling College of Art and …$51MKencrest Services 403(b) Retirement PlanKencrest Services 403(b) Ret…$51MSeven Hills Foundation Retirement PlanSeven Hills Foundation Retir…$51MPrairie Lakes Healthcare System 403(b) PlanPrairie Lakes Healthcare Sys…$51M
End-of-year total assets ($M) among Seven Hills Foundation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$51M
Net Income$10M
Employer EIN043293659
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seven Hills Foundation, Inc.)

Sponsor-wide plan assets over time

All Seven Hills Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 41.250218057461844% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $41M $57.9M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 1,027 $41M
2023 1 1,088 $51M
2024 1 1,155 $58M

Nearby Other Plans in Massachusetts

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

Seven Hills Foundation Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -20246 Total assets ($B) Participants Seven Hills Foundation Retirement Plan, Total assets ($B): 0.050717404 · Participants: 1088Seven Hills Foundation 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
Seven Hills Foundation Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Seven Hills Foundation Retirement Plan side-by-side with 3 peers →

Seven Hills Foundation Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Ringling College of Art and Design Retirement Plan in FL ($51M); by covered participants it is Bricklayers Union Local #1 of Missouri Supplemental Pension Plan in MO (1,089 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,088 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 Seven Hills Foundation Retirement Plan assets move in 2023? ▼
Seven Hills Foundation Retirement Plan grew sharply - up 23.7% during 2023, from $41M to $51M. Reported net income was $10M.
How have Seven Hills Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seven Hills Foundation, Inc.'s sponsor-wide assets grew 41.3%, from $41M to $58M.
Where does Seven Hills Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Seven Hills Foundation Retirement Plan ranks in the 86th 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 Seven Hills Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ringling College of Art and Design Retirement Plan in FL ($51M, 267 participants).
Which Other plans cover a similar participant headcount to Seven Hills Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bricklayers Union Local #1 of Missouri Supplemental Pension Plan in MO (1,089 participants, $95M 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 043293659.

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.