Money Purchase · DOL Form 5500 · 2023

Middlesex School Money Purchase Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
150
Participants Small participant base
71st
Percentile by assets National rank
$119,540
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Middlesex School Pension Account · Sponsored by Middlesex School · Massachusetts · Educational Services

$18M in assets, 150 participants

Middlesex School's Middlesex School Pension Account reported $18M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #1,989 in Educational Services (3,735 peers)

Coverage in Massachusetts

Middlesex School Pension Account covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#1,989
in Educational Services (3,735 peers)
+12.9%
assets growth YoY

Middlesex School Pension Account's outsized position by total assets

Middlesex School Pension Account vs every filed plan by assets

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

$17,931,047 Top 29% higher than 71% 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

Middlesex School Pension Account among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Middlesex School Pension Account sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middlesex School Pension Account reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Middlesex School Pension Account end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Middlesex School Pension Account reported participants rose from 140 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042103821 · Middlesex School PY 2023 · Money Purchase

Middlesex School Pension Account · $18M · 150 · 71st

  • VS-ST $18M
  • BOY 150
  • SCH 71st
  • EBSA Money Purchase
  • PART near Hadassah Retirement Plan
  • TYPE ind #1989

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 →

Middlesex School Pension Account in the asset neighbourhood

Hadassah Retirement Plan$18MMiddlesex School Pension AccountMiddlesex School Pension Acc…$18MDuane T. Corley, P.C. Money Purchase PlanDuane T. Corley, P.C. Money …$18MLocal 445 Annuity Fund$18MAmerican Academy of Dermatology, Inc. Pension PlanAmerican Academy of Dermatol…$18M
End-of-year total assets ($M) among Middlesex School Pension Account and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN042103821
Plan Effective Date2007-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Middlesex School)

Sponsor-wide plan assets over time

All Middlesex School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 35.98415352740078% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.2M $47.8M ▲ +36.0%
Year Plans Participants Total Assets
2022 2 251 $35M
2023 2 328 $42M
2024 2 365 $48M

Nearby Money Purchase Plans in Massachusetts

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

Middlesex School Pension Account vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Middlesex School Pension Account, Total assets ($B): 0.017931047 · Participants: 150Middlesex School Pension AccountThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Middlesex School Pension Account vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Middlesex School Pension Account side-by-side with 3 peers →

Middlesex School Pension Account's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Hadassah Retirement Plan in NY ($18M); by covered participants it is Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Middlesex School Pension Account assets move in 2023? ▼
Middlesex School Pension Account grew at a solid clip - up 12.9% during 2023, from $16M to $18M. Reported net income was $2M.
How have Middlesex School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Middlesex School's sponsor-wide assets grew 36.0%, from $35M to $48M.
Which Money Purchase plans are similar in size to Middlesex School Pension Account? ▼
Among Money Purchase plans in other states, the closest by assets is Hadassah Retirement Plan in NY ($18M, 178 participants).
Which Money Purchase plans cover a similar participant headcount to Middlesex School Pension Account? ▼
Among Money Purchase plans in other states, the closest by covered participants is Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT (150 participants, $6M 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 042103821.

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.