Other · DOL Form 5500 · 2023

Tabor Academy Retirement Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
210
Participants Below avg headcount
89th
Percentile by assets National rank
$333,927
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tabor Academy Defined Contribution Plan · Sponsored by Tabor Academy · Massachusetts · Educational Services

$70M in assets, 210 participants

Tabor Academy's Tabor Academy Defined Contribution Plan reported $70M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,975 in Educational Services (3,735 peers)

Coverage in Massachusetts

Tabor Academy Defined Contribution Plan covers 210 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $70M.

#2,975
in Educational Services (3,735 peers)
+14.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tabor Academy Defined Contribution Plan's outsized position by total assets

Tabor Academy Defined Contribution Plan vs every filed plan by assets

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

$70,124,757 Top 11% higher than 89% 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

Tabor Academy Defined Contribution 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. Tabor Academy Defined Contribution Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tabor Academy Defined Contribution Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Tabor Academy Defined Contribution Plan end-of-year assets rose from $61M in the plan year 2022 filing to $70M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042103632 · Tabor Academy PY 2023 · Other

Tabor Academy Defined Contribution Plan · $70M · 210 · 89th

  • EIN $70M
  • RANK 210
  • PHOTO 89th
  • IND Other
  • EOY near Providence Day School Defined Contribution Plan
  • 5500 ind #2975

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 →

Tabor Academy Defined Contribution Plan in the asset neighbourhood

Wayne Memorial Defined Contribution 403(b) PlanWayne Memorial Defined Contr…$70MProvidence Day School Defined Contribution PlanProvidence Day School Define…$70MTabor Academy Defined Contribution PlanTabor Academy Defined Contri…$70MAmerican Society for Microbiology DC Retirement PlanAmerican Society for Microbi…$70MThe Buckley School Defined Contribution PlanThe Buckley School Defined C…$70M
End-of-year total assets ($M) among Tabor Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN042103632
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tabor Academy)

Sponsor-wide plan assets over time

All Tabor Academy plans reported in each filing year

Latest sponsor-wide plan assets
$78M 26.38782703670387% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $61.3M $77.5M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 210 $61M
2023 1 210 $70M
2024 1 218 $78M

Nearby Other Plans in Massachusetts

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

Tabor Academy Defined Contribution Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Tabor Academy Defined Contribution Plan, Total assets ($B): 0.070124757 · Participants: 210Tabor Academy Defined Contribution 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
Tabor Academy Defined Contribution Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tabor Academy Defined Contribution Plan side-by-side with 3 peers →

Tabor Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Providence Day School Defined Contribution Plan in NC ($70M); by covered participants it is Muscular Dystrophy Association, Inc. Savings Plan in IL (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Tabor Academy Defined Contribution Plan assets move in 2023? ▼
Tabor Academy Defined Contribution Plan grew at a solid clip - up 14.3% during 2023, from $61M to $70M. Reported net income was $9M.
How have Tabor Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tabor Academy's sponsor-wide assets grew 26.4%, from $61M to $78M.
Where does Tabor Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Tabor Academy Defined Contribution Plan ranks in the 89th 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 Tabor Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Providence Day School Defined Contribution Plan in NC ($70M, 392 participants).
Which Other plans cover a similar participant headcount to Tabor Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Muscular Dystrophy Association, Inc. Savings Plan in IL (210 participants, $20M 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 042103632.

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.