Money Purchase · DOL Form 5500 · 2023
Middlesex School Money Purchase Plan
Data updated 2026-08-11
- $18M
- Total assets
- 150
- Participants
- 71st
- Percentile by assets
- $119,540
- Avg per participant
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.
- 71st percentile by assets (of 127,072 plans)
- #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.
- $18M
- total plan assets (2023 EOY)
- 150
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $119,540
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Middlesex School Pension Account reports 150 participants - about 23% of that state average ($18M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 042103821 |
| Plan Effective Date | 2007-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex School)
| 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
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Middlesex School Pension Account by total assets, not by location.
- Hadassah Retirement Plan (NY) $18M · 178
- Duane T. Corley, P.C. Money Purchase Plan (TX) $18M · N/A
- Local 445 Annuity Fund (NY) $18M · 353
- American Academy of Dermatology, Inc. Pension Plan (IL) $18M · 155
Frequently Asked Questions
How did Middlesex School Pension Account assets move in 2023? ▼
How have Middlesex School plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Middlesex School Pension Account? ▼
Next read for Middlesex School Pension Account
Filing takeaways
Ways to act on Middlesex School Pension Account's numbers.
- By total assets, Middlesex School Pension Account ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Middlesex School's sponsor-wide assets have grown 36.0% since 2022 across 3 plan years on file. More Educational Services plans