Other · DOL Form 5500 · 2024
Belmont Hill School Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $484,587
- Avg per participant High balance/head
Official DOL plan name: Belmont Hill School Defined Contribution Retirement Plan · Sponsored by Belmont Hill School · Massachusetts · Educational Services
$67M in assets, 138 participants
Belmont Hill School's Belmont Hill School Defined Contribution Retirement Plan reported $67M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,802 in Educational Services (3,638 peers)
Coverage in Massachusetts
Belmont Hill School Defined Contribution Retirement Plan covers 138 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.
- #2,802
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Belmont Hill School Defined Contribution Retirement Plan's outsized position by total assets
Belmont Hill School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,873,012 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Belmont Hill School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Hill School Defined Contribution Retirement Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Belmont Hill School Defined Contribution Retirement Plan end-of-year assets rose from $62M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Belmont Hill School Defined Contribution Retirement Plan reported participants rose from 131 in the plan year 2023 filing to 138 in the plan year 2024 filing.
- Belmont Hill School Defined Contribution Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042103870 · Belmont Hill School PY 2024 · Other
Belmont Hill School Defined Contribution Retirement Plan · $67M · 138 · 87th
- IND $67M
- EOY 138
- 5500 87th
- ASSETS Other
- PCT near New York University Retirement Plan for Adjunct Faculty Members
- EIN ind #2802
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 →
Belmont Hill School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $5M |
| Employer EIN | 042103870 |
| Plan Effective Date | 1948-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belmont Hill School)
Sponsor-wide plan assets over time
All Belmont Hill School plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 18.659740836582873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $56M |
| 2023 | 1 | 131 | $62M |
| 2024 | 1 | 138 | $67M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Belmont Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is New York University Retirement Plan for Adjunct Faculty Members in NY ($67M); by covered participants it is West Virginia University Foundation DC Retirement Plan in WV (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- West Virginia University Foundation DC Retirement Plan (WV) 138 · 0 off
- Professional Care Services 403(b) Plan (TN) 138 · 0 off
- Oceana, Inc. Retirement Plan (DC) 138 · 0 off
- Aua Tax Sheltered Annuity Plan (MD) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.