Defined Benefit (Pension) · DOL Form 5500 · 2023

Groton School Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
76
Participants Small participant base
75th
Percentile by assets National rank
$304,625
Avg per participant High balance/head
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Official DOL plan name: Groton School Defined Benefit Plan · Sponsored by Groton School · Massachusetts · Educational Services

$23M in assets, 76 participants

Groton School's Groton School Defined Benefit Plan reported $23M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,202 in Educational Services (3,735 peers)

Where Groton School Defined Benefit Plan sits by assets

Groton School Defined Benefit Plan sits in the top quartile of all filed plans by assets, $23M for 76 participants (~$304,625/participant), up 11.4% in 2023.

#2,202
in Educational Services (3,735 peers)
+11.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Groton School Defined Benefit Plan's outsized position by total assets

Groton School Defined Benefit Plan vs every filed plan by assets

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

$23,151,495 Top 25% higher than 75% 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

Groton School Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Groton School Defined Benefit Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Groton School Defined Benefit Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Groton School Defined Benefit Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Groton School Defined Benefit Plan reported participants fell from 79 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042104265 · Groton School PY 2023 · Defined Benefit (Pension)

Groton School Defined Benefit Plan · $23M · 76 · 75th

  • RANK $23M
  • RANK 76
  • RANK 75th
  • RANK Defined Benefit (Pension)
  • RANK near Djh Services LLC Retirement Plan
  • RANK ind #2202

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 →

Groton School Defined Benefit Plan in the asset neighbourhood

Retirement Plan for Employees of Block Distributing Company, LtdRetirement Plan for Employee…$23MMasonic Hall & Asylum Employees Retirement FundMasonic Hall & Asylum Employ…$23MDjh Services LLC Retirement PlanDjh Services LLC Retirement …$23MGroton School Defined Benefit PlanGroton School Defined Benefi…$23MTrue Value Company Defined Lump Sum Pension PlanTrue Value Company Defined L…$23M
End-of-year total assets ($M) among Groton School Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN042104265
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Groton School)

Sponsor-wide plan assets over time

All Groton School plans reported in each filing year

Latest sponsor-wide plan assets
$112M 21.224308979260275% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $92.6M $112M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 281 $93M
2023 2 279 $103M
2024 2 269 $112M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Groton School Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Groton School Defined Benefit Plan, Total assets ($B): 0.023151495 · Participants: 76Groton School Defined Benefit PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Groton School Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Groton School Defined Benefit Plan side-by-side with 3 peers →

Groton School Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Djh Services LLC Retirement Plan in TX ($23M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Groton School Defined Benefit Plan assets move in 2023? ▼
Groton School Defined Benefit Plan grew at a solid clip - up 11.4% during 2023, from $21M to $23M. Reported net income was $2M.
How have Groton School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Groton School's sponsor-wide assets grew 21.2%, from $93M to $112M.
Where does Groton School Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Groton School Defined Benefit Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to Groton School Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Djh Services LLC Retirement Plan in TX ($23M, 28 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Groton School Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Renasant Bank Amended and Restated Pension Plan in MS (76 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 042104265.

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.