Other · DOL Form 5500 · 2023

Middlesex School Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
178
Participants Small participant base
76th
Percentile by assets National rank
$133,872
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Middlesex School Savings Plan · Sponsored by Middlesex School · Massachusetts · Educational Services

$24M in assets, 178 participants

Middlesex School's Middlesex School Savings Plan reported $24M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,229 in Educational Services (3,735 peers)

Coverage in Massachusetts

Middlesex School Savings Plan covers 178 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $24M.

#2,229
in Educational Services (3,735 peers)
+23.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Middlesex School Savings Plan's outsized position by total assets

Middlesex School Savings Plan vs every filed plan by assets

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

$23,829,137 Top 24% higher than 76% 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 Savings Plan 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 Savings Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Middlesex School Savings Plan reported net income rose from $749K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Middlesex School Savings Plan reported participants rose from 111 in the plan year 2022 filing to 178 in the plan year 2023 filing.
  • Middlesex School Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042103821 · Middlesex School PY 2023 · Other

Middlesex School Savings Plan · $24M · 178 · 76th

  • PHOTO $24M
  • PHOTO 178
  • PHOTO 76th
  • PHOTO Other
  • PHOTO near Faulkner University Tax Deferred Annuity Plan
  • PHOTO ind #2229

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 Savings Plan in the asset neighbourhood

Middlesex School Savings Plan$24MFaulkner University Tax Deferred Annuity PlanFaulkner University Tax Defe…$24MRhd Investors Choice 403(b) PlanRhd Investors Choice 403(b) …$24MVariety Care, Inc. 403(b) PlanVariety Care, Inc. 403(b) Pl…$24MSan Diego Humane Society and S.P.C.a. Retirement PlanSan Diego Humane Society and…$24M
End-of-year total assets ($M) among Middlesex School Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN042103821
Plan Effective Date1980-09-01
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 Other Plans in Massachusetts

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

Middlesex School Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Middlesex School Savings Plan, Total assets ($B): 0.023829137 · Participants: 178Middlesex School Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Middlesex School Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Middlesex School Savings Plan side-by-side with 3 peers →

Middlesex School Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Faulkner University Tax Deferred Annuity Plan in AL ($24M); by covered participants it is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Savings Plan assets move in 2023? ▼
Middlesex School Savings Plan grew sharply - up 23.7% during 2023, from $19M to $24M. Reported net income was $5M.
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.
Where does Middlesex School Savings Plan rank by assets among Form 5500 filers? ▼
Middlesex School Savings Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Middlesex School Savings Plan? ▼
Among Other plans in other states, the closest by assets is Faulkner University Tax Deferred Annuity Plan in AL ($24M, 349 participants).
Which Other plans cover a similar participant headcount to Middlesex School Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Systems Biology Defined Contribution Retirement Plan in WA (178 participants, $72M 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.