Other · DOL Form 5500 · 2024
Groton School Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $446,857
- Avg per participant High balance/head
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.
- #2,946 in Educational Services (3,638 peers)
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 ~659 per filing). Assets: $87M.
- #2,946
- in Educational Services (3,638 peers)
- +8.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Groton School 403(b) Defined Contribution Retirement Plan's outsized position by total assets
Groton School 403(b) Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,137,103 Top 11% higher than 89% 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
Groton School 403(b) Defined Contribution 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. Groton School 403(b) Defined Contribution Retirement Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 042104265 · Groton School PY 2024 · Other
Groton School 403(b) Defined Contribution Retirement Plan · $87M · 195 · 89th
- PART $87M
- TYPE 195
- NET 89th
- BOOK Other
- VS-ST near The New Teacher Project 403(b) Plan
- BOY ind #2946
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 403(b) Defined Contribution Retirement Plan in the asset neighbourhood
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)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 281 | $93M |
| 2023 | 2 | 279 | $103M |
| 2024 | 2 | 269 | $112M |
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
Groton School 403(b) Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The New Teacher Project 403(b) Plan in NY ($87M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) 195 · 0 off
- The Winston Preparatory School 403(b) DC Plan (NY) 195 · 0 off
- American Academy of Dermatology 403b Plan (IL) 195 · 0 off
- Milwaukee Art Museum, Inc. Employees' Retirement Income Plan (WI) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.