Other · DOL Form 5500 · 2024
Meadowbrook School of Weston Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 107
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $258,388
- Avg per participant Above avg balance/head
Official DOL plan name: Meadowbrook School DC Retirement Plan · Sponsored by Meadowbrook School of Weston · Massachusetts · Educational Services
$28M in assets, 107 participants
Meadowbrook School of Weston's Meadowbrook School DC Retirement Plan reported $28M in total assets and 107 participants in its 2024 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.
- #2,192 in Educational Services (3,638 peers)
Coverage in Massachusetts
Meadowbrook School DC Retirement Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.
- #2,192
- in Educational Services (3,638 peers)
- +17.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Meadowbrook School DC Retirement Plan's outsized position by total assets
Meadowbrook School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,647,504 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Meadowbrook School DC Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Meadowbrook School DC Retirement Plan sits mid-pack in the medium band (107 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Meadowbrook School DC Retirement Plan reported participants rose from 89 in the plan year 2023 filing to 107 in the plan year 2024 filing.
- Meadowbrook School DC Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Meadowbrook School DC Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042104720 · Meadowbrook School of Weston PY 2024 · Other
Meadowbrook School DC Retirement Plan · $28M · 107 · 76th
- ASSETS $28M
- PCT 107
- EIN 76th
- RANK Other
- PHOTO near Liberty Science Center Defined Contribution Retirement Plan
- IND ind #2192
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 →
Meadowbrook School DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 042104720 |
| Plan Effective Date | 1972-09-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Meadowbrook School of Weston)
Sponsor-wide plan assets over time
All Meadowbrook School of Weston plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 41.17468761067767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $20M |
| 2023 | 1 | 89 | $23M |
| 2024 | 1 | 107 | $28M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Meadowbrook School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Liberty Science Center Defined Contribution Retirement Plan in NJ ($28M); by covered participants it is Wells College Tax Deferred Retirement Plan in NY (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.