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
PlainRetire home → About this data

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

This plan $0 $2,010,000,000 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

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 →

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 EIN042105775
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lawrence Academy)

$28M$30M$32M$34M$36M 202220232024 $29.1M $35.3M ▲ +21.2%
Total plan assets by year, all Lawrence Academy plans on file
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 ($B) Participants Lawrence Academy Ret…, Total assets ($B): 0.03528312 · Participants: 147Lawrence Academy Ret…Harvard University T…, Total assets ($B): 4.299350229 · Participants: 24395Harvard University T…Beth Israel Lahey 40…, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 40…Boston University Re…, Total assets ($B): 2.976139 · Participants: 8173Boston University Re…Northeastern Univers…, Total assets ($B): 2.641546036 · Participants: 8900Northeastern Univers…Boston University Su…, Total assets ($B): 1.735973854 · Participants: 12869Boston University Su…
Lawrence Academy Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lawrence Academy Retirement Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Lawrence Academy Retirement Plan's numbers.