Other · DOL Form 5500 · 2024
Terc, Inc. Retirement Plan
Data updated 2026-08-11
- $53M
- Total assets
- 91
- Participants
- 85th
- Percentile by assets
- $579,462
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $53M
- total plan assets (2024 EOY)
- 91
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $579,462
- avg assets per participant
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.
Terc, Inc. DC Retirement Plan vs the 2024 asset distribution
By assets, Terc, Inc. DC Retirement Plan outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $4M |
| Employer EIN | 046134355 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Terc, Inc.)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Terc, Inc. DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Terc, Inc. DC Retirement Plan assets move in 2024? ▼
How have Terc, Inc. plan assets changed over time? ▼
Where does Terc, Inc. DC Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Terc, Inc. DC Retirement Plan
Scale reading
Ways to act on Terc, Inc. DC Retirement Plan's numbers.
- By total assets, Terc, Inc. DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Terc, Inc.'s sponsor-wide assets have grown 18.3% since 2022 across 3 plan years on file. More Educational Services plans