Other · DOL Form 5500 · 2024

The Fenn School Inc. Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
102
Participants Small participant base
82nd
Percentile by assets National rank
$412,086
Avg per participant High balance/head
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Official DOL plan name: The Fenn School Tda and Retirement Plan · Sponsored by The Fenn School Inc. · Massachusetts · Educational Services

$42M in assets, 102 participants

The Fenn School Inc.'s The Fenn School Tda and Retirement Plan reported $42M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,495 in Educational Services (3,638 peers)

Coverage in Massachusetts

The Fenn School Tda and Retirement Plan covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $42M.

#2,495
in Educational Services (3,638 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Fenn School Tda and Retirement Plan's outsized position by total assets

The Fenn School Tda and Retirement Plan vs every filed plan by assets

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

$42,032,814 Top 18% higher than 82% 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

The Fenn School Tda and 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. The Fenn School Tda and Retirement Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fenn School Tda and Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Fenn School Tda and Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • The Fenn School Tda and Retirement Plan reported participants rose from 97 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042104064 · The Fenn School Inc. PY 2024 · Other

The Fenn School Tda and Retirement Plan · $42M · 102 · 82nd

  • PHOTO $42M
  • IND 102
  • EOY 82nd
  • 5500 Other
  • ASSETS near American Geophysical Union Retirement Plan
  • PCT ind #2495

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 →

The Fenn School Tda and Retirement Plan in the asset neighbourhood

The Fenn School Tda and Retirement PlanThe Fenn School Tda and Reti…$42MAmerican Geophysical Union Retirement PlanAmerican Geophysical Union R…$42MThe Baldwin School Defined Contribution PlanThe Baldwin School Defined C…$42MTatnall School 403(b) Plan$42MIBEW Local 325 Annuity Fund$42M
End-of-year total assets ($M) among The Fenn School Tda and Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN042104064
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fenn School Inc.)

Sponsor-wide plan assets over time

All The Fenn School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 31.211159625155155% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32M $42M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 100 $32M
2023 1 97 $38M
2024 1 102 $42M

Nearby Other Plans in Massachusetts

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

The Fenn School Tda and Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants The Fenn School Tda and Retirement Plan, Total assets ($B): 0.042032814 · Participants: 102The Fenn School Tda and 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
The Fenn School Tda and Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Fenn School Tda and Retirement Plan side-by-side with 3 peers →

The Fenn School Tda and Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is American Geophysical Union Retirement Plan in DC ($42M); by covered participants it is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 The Fenn School Tda and Retirement Plan assets move in 2024? ▼
The Fenn School Tda and Retirement Plan grew at a solid clip - up 11.3% during 2024, from $38M to $42M. Reported net income was $4M.
How have The Fenn School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fenn School Inc.'s sponsor-wide assets grew 31.2%, from $32M to $42M.
Where does The Fenn School Tda and Retirement Plan rank by assets among Form 5500 filers? ▼
The Fenn School Tda and Retirement Plan ranks in the 82nd 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 The Fenn School Tda and Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Geophysical Union Retirement Plan in DC ($42M, 173 participants).
Which Other plans cover a similar participant headcount to The Fenn School Tda and Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Waimanalo Health Center 403(b) Tax Sheltered Annuity Plan in HI (102 participants, $5M 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 042104064.

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.