Other · DOL Form 5500 · 2024

Groton School Retirement Plan

Data updated 2026-07-24

$87M
Total assets: 195
Participants: 89th
Percentile by assets: $446,857
Avg per participant

Official DOL plan name: Groton School 403(b) Defined Contribution Retirement Plan · Sponsored by Groton School · Massachusetts · Educational Services

$87M in assets, 195 participants

Groton School's Groton School 403(b) Defined Contribution Retirement Plan reported $87M in total assets and 195 participants in its 2024 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.

89th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Groton School 403(b) Defined Contribution Retirement Plan covers 195 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~641 per filing). Assets: $87M.

$87M
total plan assets (2024 EOY): 195
covered participants: 89th
percentile by assets (of 116,472 plans): $446,857
avg assets per participant

Groton School 403(b) Defined Contribution Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Groton School 403(b) Defined Contribution Retirement Plan end-of-year assets rose from $80M in the plan year 2023 filing to $87M in the plan year 2024 filing.
Groton School 403(b) Defined Contribution Retirement Plan reported participants fell from 203 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Groton School 403(b) Defined Contribution Retirement Plan reports 195 participants - about 30% of that state average ($87M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$80M
Net Assets (End of Year)	$87M
Net Income	$7M
Employer EIN	042104265
Plan Effective Date	1923-01-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Groton School)

Total plan assets by year, all Groton School plans on file

Year	Plans	Participants	Total Assets
2022	2	281	$93M
2023	2	279	$103M
2024	1	195	$87M

Nearby Other Plans in Massachusetts

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

Groton School 403(b) Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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

Compare Groton School 403(b) Defined Contributio… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Groton School 403(b) Defined Contribution Retirement Plan by total assets, not by location.

The New Teacher Project 403(b) Plan (NY) $87M · 701
San Francisco Symphony Tsa Thrift Plan (CA) $87M · 591
Windward School Retirement Plan (NY) $87M · 434
Baxter Regional Medical Center 403(b) Pension Plan (AR) $87M · 2,107

Frequently Asked Questions

How did Groton School 403(b) Defined Contribution Retirement Plan assets move in 2024? ▼

Groton School 403(b) Defined Contribution Retirement Plan grew at a solid clip - up 8.5% during 2024, from $80M to $87M. Reported net income was $7M.

How have Groton School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Groton School's sponsor-wide assets declined 5.9%, from $93M to $87M.

Where does Groton School 403(b) Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Groton School 403(b) Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Groton School 403(b) Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is The New Teacher Project 403(b) Plan in NY ($87M, 701 participants).

Next read for Groton School 403(b) Defined Contributio…

Filing takeaways

Ways to act on Groton School 403(b) Defined Contribution Retirement Plan's numbers.

By total assets, Groton School 403(b) Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Groton School's sponsor-wide assets have declined 5.9% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.