Other · DOL Form 5500 · 2023
Inly School Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $56,387
- Avg per participant Low balance/head
Official DOL plan name: Inly School 403(b) DC Plan · Sponsored by Inly School · Massachusetts · Educational Services
$6M in assets, 110 participants
Inly School's Inly School 403(b) DC Plan reported $6M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #1,234 in Educational Services (3,735 peers)
Coverage in Massachusetts
Inly School 403(b) DC Plan covers 110 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.
- #1,234
- in Educational Services (3,735 peers)
- +7.3%
- assets growth YoY
Inly School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Inly School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,202,518 49th percentile higher than 49% 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
Inly School 403(b) DC 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. Inly School 403(b) DC Plan sits mid-pack in the medium band (110 participants).
Plan-year Form 5500 strip
Filing strip 042526455 · Inly School PY 2023 · Other
Inly School 403(b) DC Plan · $6M · 110 · 49th
- BOY $6M
- BOY 110
- BOY 49th
- BOY Other
- BOY near Foundcare, Inc. Retirement Plan
- BOY ind #1234
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 →
Inly School 403(b) DC Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $423K |
| Employer EIN | 042526455 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inly School)
Sponsor-wide plan assets over time
All Inly School plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 14.027722289560465% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 110 | $6M |
| 2024 | 1 | 122 | $7M |
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
Inly School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Foundcare, Inc. Retirement Plan in FL ($6M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Sreb Retirement Plan (GA) 110 · 0 off
- Ronald Reagan Presidential Foundation 403(b) DC Plan (CA) 110 · 0 off
- The New Foundations Retirement Plan (GA) 110 · 0 off
- Asian Americans Advancing Justice - Los Angeles 403(b) Plan (CA) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.