Other · DOL Form 5500 · 2024
Lawrence Academy Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 147
- Participants
- 80th
- Percentile by assets
- $240,021
- Avg per participant
Official DOL plan name: Lawrence Academy Retirement Plan · Sponsored by Lawrence Academy · Massachusetts · Educational Services
$35M in assets, 147 participants
Lawrence Academy's Lawrence Academy Retirement Plan reported $35M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #2,372 in Educational Services (3,638 peers)
Coverage in Massachusetts
Lawrence Academy Retirement Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 147
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $240,021
- avg assets per participant
Where Lawrence Academy Retirement Plan sits by total assets
Lawrence Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,283,120 Top 20% higher than 80% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lawrence Academy Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Lawrence Academy Retirement Plan end-of-year assets rose from $33M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Lawrence Academy Retirement Plan reported participants fell from 158 in the plan year 2023 filing to 147 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Lawrence Academy Retirement Plan reports 147 participants - about 22% of that state average ($35M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $2M |
| Employer EIN | 042105775 |
| Plan Effective Date | 1957-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lawrence Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $29M |
| 2023 | 1 | 158 | $33M |
| 2024 | 1 | 147 | $35M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Lawrence Academy Retirement Plan by total assets, not by location.
- Kingswood Oxford School, Inc. Tax Deferred Annuity Plan (CT) $35M · 203
- American Concrete Institute 403(b) Plan (MI) $35M · 145
- Blumont, Inc. 403(b) DC Plan (VA) $35M · 71
- Memphis University School DC Plan (TN) $35M · 160
Frequently Asked Questions
How did Lawrence Academy Retirement Plan assets move in 2024? ▼
How have Lawrence Academy plan assets changed over time? ▼
Where does Lawrence Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Lawrence Academy Retirement Plan? ▼
Next read for Lawrence Academy Retirement Plan
Filing takeaways
Ways to act on Lawrence Academy Retirement Plan's numbers.
- By total assets, Lawrence Academy 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
- Lawrence Academy's sponsor-wide assets have grown 21.2% since 2022 across 3 plan years on file. More Educational Services plans