Other · DOL Form 5500 · 2024
The Fenn School Inc. Retirement Plan
Data updated 2026-08-11
- $42M
- Total assets
- 102
- Participants
- 82nd
- Percentile by assets
- $412,086
- Avg per participant
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.
- 82nd percentile by assets (of 123,622 plans)
- #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.
- $42M
- total plan assets (2024 EOY)
- 102
- covered participants
- 82nd
- percentile by assets (of 123,622 plans)
- $412,086
- avg assets per participant
Where The Fenn School Tda and Retirement Plan sits 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
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
- 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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Fenn School Tda and Retirement Plan reports 102 participants - about 15% of that state average ($42M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $4M |
| Employer EIN | 042104064 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fenn School Inc.)
| 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
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Fenn School Tda and Retirement Plan by total assets, not by location.
- American Geophysical Union Retirement Plan (DC) $42M · 173
- The Baldwin School Defined Contribution Plan (PA) $42M · 216
- Tatnall School 403(b) Plan (DE) $42M · 115
- IBEW Local 325 Annuity Fund (NY) $42M · 385
Frequently Asked Questions
How did The Fenn School Tda and Retirement Plan assets move in 2024? ▼
How have The Fenn School Inc. plan assets changed over time? ▼
Where does The Fenn School Tda and Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Fenn School Tda and Retirement Plan? ▼
Next read for The Fenn School Tda and Retirement Plan
Filing takeaways
Ways to act on The Fenn School Tda and Retirement Plan's numbers.
- By total assets, The Fenn School Tda and Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The Fenn School Inc.'s sponsor-wide assets have grown 31.2% since 2022 across 3 plan years on file. More Educational Services plans