Other · DOL Form 5500 · 2024
Chapel Hill - Chauncy Hall School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $193,982
- Avg per participant Above avg balance/head
Official DOL plan name: Chapel Hill - Chauncy Hall School 403(b) Plan · Sponsored by Chapel Hill - Chauncy Hall School · Massachusetts · Educational Services
$16M in assets, 80 participants
Chapel Hill - Chauncy Hall School's Chapel Hill - Chauncy Hall School 403(b) Plan reported $16M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,733 in Educational Services (3,638 peers)
Chapel Hill - Chauncy Hall School multi-year trail
Chapel Hill - Chauncy Hall School's plans moved +21.3% in assets from 2022 to 2024; this filing shows Chapel Hill - Chauncy Hall School 403(b) Plan at $16M / 80 participants.
- #1,733
- in Educational Services (3,638 peers)
- +1.2%
- assets growth YoY
Chapel Hill - Chauncy Hall School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Chapel Hill - Chauncy Hall School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,518,569 Top 35% higher than 65% 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
Chapel Hill - Chauncy Hall School 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Chapel Hill - Chauncy Hall School 403(b) Plan is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Chapel Hill - Chauncy Hall School 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $191K in the plan year 2024 filing.
- Chapel Hill - Chauncy Hall School 403(b) Plan reported participants rose from 78 in the plan year 2023 filing to 80 in the plan year 2024 filing.
- Chapel Hill - Chauncy Hall School 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
DOL schedule card
Filing strip 042534161 · Chapel Hill - Chauncy Hall School PY 2024 · Other
Chapel Hill - Chauncy Hall School 403(b) Plan · $16M · 80 · 65th
- TYPE $16M
- TYPE 80
- TYPE 65th
- TYPE Other
- TYPE near Seeds of Health, Inc. 403(b) Plan
- TYPE ind #1733
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 →
Chapel Hill - Chauncy Hall School 403(b) Plan in the asset neighbourhood
Chapel Hill - Chauncy Hall School multi-year asset trail
Sponsor-wide plan assets over time
All Chapel Hill - Chauncy Hall School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 21.28679492521143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $13M |
| 2023 | 1 | 78 | $15M |
| 2024 | 1 | 80 | $16M |
Chapel Hill - Chauncy Hall School filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $191K |
| Employer EIN | 042534161 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
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
Chapel Hill - Chauncy Hall School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Seeds of Health, Inc. 403(b) Plan in WI ($16M); by covered participants it is Msn Air Service in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Msn Air Service (NY) 80 · 0 off
- Jewish Vocational Services 403(b) Plan (CA) 80 · 0 off
- Rural Minnesota Cep, Inc. Tax Sheltered Annuity Plan (MN) 80 · 0 off
- Area Agency on Aging of Western Arkansas, Inc 403(b) Plan (AR) 80 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.