Other · DOL Form 5500 · 2024

The Belmont Day School, Inc. Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
98
Participants Small participant base
75th
Percentile by assets National rank
$262,371
Avg per participant High balance/head
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Official DOL plan name: Belmont Day School DC Retirement Plan · Sponsored by The Belmont Day School, Inc. · Massachusetts · Educational Services

$26M in assets, 98 participants

The Belmont Day School, Inc.'s Belmont Day School DC Retirement Plan reported $26M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,141 in Educational Services (3,638 peers)

Where Belmont Day School DC Retirement Plan sits by assets

Belmont Day School DC Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 98 participants (~$262,371/participant), up 13.7% in 2024.

#2,141
in Educational Services (3,638 peers)
+13.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Belmont Day School DC Retirement Plan's outsized position by total assets

Belmont Day School DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,712,312 Top 25% higher than 75% 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

Belmont Day School DC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belmont Day School DC Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belmont Day School DC Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Belmont Day School DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Belmont Day School DC Retirement Plan reported participants rose from 95 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042108347 · The Belmont Day School, Inc. PY 2024 · Other

Belmont Day School DC Retirement Plan · $26M · 98 · 75th

  • TYPE $26M
  • TYPE 98
  • TYPE 75th
  • TYPE Other
  • TYPE near The Jemicy School Retirement Plan
  • TYPE ind #2141

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 Day School DC Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Neighborhood Legal Services of Los Angeles County403(b) Thrift Plan of Neighb…$26MThe Wilderness Society 403(b) PlanThe Wilderness Society 403(b…$26MBelmont Day School DC Retirement PlanBelmont Day School DC Retire…$26MThe Jemicy School Retirement PlanThe Jemicy School Retirement…$26MThe Legal Aid Society of Cleveland Retirement Savings PlanThe Legal Aid Society of Cle…$26M
End-of-year total assets ($M) among Belmont Day School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN042108347
Plan Effective Date1963-06-11
Filing StatusFILING RECEIVED

Sponsor Plan History (The Belmont Day School, Inc.)

Sponsor-wide plan assets over time

All The Belmont Day School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.38864149737101% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.7M ▲ +33.4%
Year Plans Participants Total Assets
2022 1 80 $19M
2023 1 95 $23M
2024 1 98 $26M

Nearby Other Plans in Massachusetts

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

Belmont Day School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Belmont Day School DC Retirement Plan, Total assets ($B): 0.025712312 · Participants: 98Belmont Day School DC 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
Belmont Day School DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Belmont Day School DC Retirement Plan side-by-side with 3 peers →

Belmont Day School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Jemicy School Retirement Plan in MD ($26M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Belmont Day School DC Retirement Plan assets move in 2024? ▼
Belmont Day School DC Retirement Plan grew at a solid clip - up 13.7% during 2024, from $23M to $26M. Reported net income was $3M.
How have The Belmont Day School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Belmont Day School, Inc.'s sponsor-wide assets grew 33.4%, from $19M to $26M.
Where does Belmont Day School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Belmont Day School DC Retirement Plan ranks in the 75th 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 Belmont Day School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Jemicy School Retirement Plan in MD ($26M, 169 participants).
Which Other plans cover a similar participant headcount to Belmont Day School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants, $28M 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 042108347.

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.