Other · DOL Form 5500 · 2024

Lawrence Academy Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
147
Participants Small participant base
80th
Percentile by assets National rank
$240,021
Avg per participant Above avg balance/head
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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.

  • #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.

#2,372
in Educational Services (3,638 peers)
+7.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lawrence Academy Retirement Plan's outsized position 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

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

Lawrence Academy 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. Lawrence Academy Retirement Plan sits mid-pack in the medium band (147 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042105775 · Lawrence Academy PY 2024 · Other

Lawrence Academy Retirement Plan · $35M · 147 · 80th

  • IND $35M
  • EOY 147
  • 5500 80th
  • ASSETS Other
  • PCT near Kingswood Oxford School, Inc. Tax Deferred Annuity Plan
  • EIN ind #2372

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 →

Lawrence Academy Retirement Plan in the asset neighbourhood

American Concrete Institute 403(b) PlanAmerican Concrete Institute …$35MLawrence Academy Retirement PlanLawrence Academy Retirement …$35MKingswood Oxford School, Inc. Tax Deferred Annuity PlanKingswood Oxford School, Inc…$35MBlumont, Inc. 403(b) DC Plan$35MMemphis University School DC PlanMemphis University School DC…$35M
End-of-year total assets ($M) among Lawrence Academy Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN042105775
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lawrence Academy)

Sponsor-wide plan assets over time

All Lawrence Academy plans reported in each filing year

Latest sponsor-wide plan assets
$35M 21.20803216648169% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.1M $35.3M ▲ +21.2%
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.

Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Lawrence Academy Retirement Plan, Total assets ($B): 0.03528312 · Participants: 147Lawrence Academy 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
Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Lawrence Academy Retirement Plan side-by-side with 3 peers →

Lawrence Academy Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Kingswood Oxford School, Inc. Tax Deferred Annuity Plan in CT ($35M); by covered participants it is Skidmore College 403(b) Retirement Plan for Employees Represented by Upseu Local 1222 in NY (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Lawrence Academy Retirement Plan assets move in 2024? ▼
Lawrence Academy Retirement Plan grew at a solid clip - up 7.5% during 2024, from $33M to $35M. Reported net income was $2M.
How have Lawrence Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lawrence Academy's sponsor-wide assets grew 21.2%, from $29M to $35M.
Where does Lawrence Academy Retirement Plan rank by assets among Form 5500 filers? ▼
Lawrence Academy Retirement Plan ranks in the 80th 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 Lawrence Academy Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Kingswood Oxford School, Inc. Tax Deferred Annuity Plan in CT ($35M, 203 participants).
Which Other plans cover a similar participant headcount to Lawrence Academy Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Skidmore College 403(b) Retirement Plan for Employees Represented by Upseu Local 1222 in NY (147 participants, N/A 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 042105775.

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.