Other · DOL Form 5500 · 2024

Terc, Inc. Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
91
Participants Small participant base
85th
Percentile by assets National rank
$579,462
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Terc, Inc. DC Retirement Plan · Sponsored by Terc, Inc. · Massachusetts · Educational Services

$53M in assets, 91 participants

Terc, Inc.'s Terc, Inc. DC Retirement Plan reported $53M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,661 in Educational Services (3,638 peers)

Where Terc, Inc. DC Retirement Plan sits by assets

Terc, Inc. DC Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 91 participants (~$579,462/participant), up 7.2% in 2024.

#2,661
in Educational Services (3,638 peers)
+7.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Terc, Inc. DC Retirement Plan's outsized position by total assets

Terc, Inc. DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$52,731,030 Top 15% higher than 85% of 123,620 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 2024

Terc, Inc. DC Retirement 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. Terc, Inc. DC Retirement Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Terc, Inc. DC Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Terc, Inc. DC Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Terc, Inc. DC Retirement Plan reported participants rose from 86 in the plan year 2023 filing to 91 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 046134355 · Terc, Inc. PY 2024 · Other

Terc, Inc. DC Retirement Plan · $53M · 91 · 85th

  • BOOK $53M
  • BOOK 91
  • BOOK 85th
  • BOOK Other
  • BOOK near American Society for Technion Defined Contribution Plan
  • BOOK ind #2661

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 →

Terc, Inc. DC Retirement Plan in the asset neighbourhood

American Society for Technion Defined Contribution PlanAmerican Society for Technio…$53MTerc, Inc. DC Retirement Plan$53MColumbia College Defined Contribution Retirement PlanColumbia College Defined Con…$53MHewitt School Defined Contribution Retirement PlanHewitt School Defined Contri…$53MNorthwest Justice Project 403 (B) PlanNorthwest Justice Project 40…$53M
End-of-year total assets ($M) among Terc, Inc. DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN046134355
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terc, Inc.)

Sponsor-wide plan assets over time

All Terc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 18.282918196364516% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $44.6M $52.7M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 86 $45M
2023 1 86 $49M
2024 1 91 $53M

Nearby Other Plans in Massachusetts

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

Terc, Inc. DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Terc, Inc. DC Retirement Plan, Total assets ($B): 0.05273103 · Participants: 91Terc, Inc. DC Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Terc, Inc. DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Terc, Inc. DC Retirement Plan side-by-side with 3 peers →

Terc, Inc. DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is American Society for Technion Defined Contribution Plan in NY ($53M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Terc, Inc. DC Retirement Plan assets move in 2024? ▼
Terc, Inc. DC Retirement Plan grew at a solid clip - up 7.2% during 2024, from $49M to $53M. Reported net income was $4M.
How have Terc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Terc, Inc.'s sponsor-wide assets grew 18.3%, from $45M to $53M.
Where does Terc, Inc. DC Retirement Plan rank by assets among Form 5500 filers? ▼
Terc, Inc. DC Retirement Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Terc, Inc. DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Society for Technion Defined Contribution Plan in NY ($53M, 70 participants).
Which Other plans cover a similar participant headcount to Terc, Inc. DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 046134355.

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.