Other · DOL Form 5500 · 2023

Education Development Center, Inc. Retirement Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
728
Participants Near avg headcount
93rd
Percentile by assets National rank
$172,043
Avg per participant Above avg balance/head
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Official DOL plan name: Education Development Center Supplemental Retirement Plan · Sponsored by Education Development Center, Inc. · Massachusetts · Educational Services

$125M in assets, 728 participants

Education Development Center, Inc.'s Education Development Center Supplemental Retirement Plan reported $125M in total assets and 728 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,262 in Educational Services (3,735 peers)

Where Education Development Center Supplemental Retirement Plan sits by assets

Education Development Center Supplemental Retirement Plan sits in the top 10% of all filed plans by assets, $125M for 728 participants (~$172,043/participant), up 16.9% in 2023.

#3,262
in Educational Services (3,735 peers)
+16.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Education Development Center Supplemental Retirement Plan's outsized position by total assets

Education Development Center Supplemental Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$125,247,254 Top 7% higher than 93% of 127,068 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 2023

Education Development Center Supplemental Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Education Development Center Supplemental Retirement Plan sits mid-pack in the medium band (728 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Education Development Center Supplemental Retirement Plan reported net income rose from $11M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Education Development Center Supplemental Retirement Plan end-of-year assets rose from $107M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Education Development Center Supplemental Retirement Plan reported participants rose from 700 in the plan year 2022 filing to 728 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042241718 · Education Development Center, Inc. PY 2023 · Other

Education Development Center Supplemental Retirement Plan · $125M · 728 · 93rd

  • EBSA $125M
  • PART 728
  • TYPE 93rd
  • NET Other
  • BOOK near Meharry Medical College Defined Contribution Plan
  • VS-ST ind #3262

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 →

Education Development Center Supplemental Retirement Plan in the asset neighbourhood

Schulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$126MUniversities Space Research Association 403(b) Retirement PlanUniversities Space Research …$126MSaint Anselm College Defined Contribution Retirement PlanSaint Anselm College Defined…$126MMeharry Medical College Defined Contribution PlanMeharry Medical College Defi…$125MEducation Development Center Supplemental Retirement PlanEducation Development Center…$125M
End-of-year total assets ($M) among Education Development Center Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$125M
Net Income$18M
Employer EIN042241718
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Education Development Center, Inc.)

Sponsor-wide plan assets over time

All Education Development Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$318M 26.82214219344512% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $251M $318M ▲ +26.8%
Year Plans Participants Total Assets
2022 2 1,239 $251M
2023 2 1,272 $290M
2024 2 1,322 $318M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Education Development Center Supplemental Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Education Development Center Supplemental Retirement Plan, Total assets ($B): 0.125247254 · Participants: 728Education Development Center Supplemental Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Education Development Center Supplemental Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Education Development Center Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Meharry Medical College Defined Contribution Plan in TN ($125M); by covered participants it is American Public Media Group Retirement Plan in MN (728 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Education Development Center Supplemental Retirement Plan assets move in 2023?
Education Development Center Supplemental Retirement Plan grew sharply - up 16.9% during 2023, from $107M to $125M. Reported net income was $18M.
How have Education Development Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Education Development Center, Inc.'s sponsor-wide assets grew 26.8%, from $251M to $318M.
Where does Education Development Center Supplemental Retirement Plan rank by assets among Form 5500 filers?
Education Development Center Supplemental Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Education Development Center Supplemental Retirement Plan?
Among Other plans in other states, the closest by assets is Meharry Medical College Defined Contribution Plan in TN ($125M, 1,867 participants).
Which Other plans cover a similar participant headcount to Education Development Center Supplemental Retirement Plan?
Among Other plans in other states, the closest by covered participants is American Public Media Group Retirement Plan in MN (728 participants, $180M in assets).