Other · DOL Form 5500 · 2024
School Year Abroad, Inc. Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $417,353
- Avg per participant High balance/head
Official DOL plan name: School Year Abroad 403(b) DC Plan · Sponsored by School Year Abroad, Inc. · Massachusetts · Educational Services
$10M in assets, 25 participants
School Year Abroad, Inc.'s School Year Abroad 403(b) DC Plan reported $10M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #1,431 in Educational Services (3,638 peers)
School Year Abroad, Inc. multi-year trail
School Year Abroad, Inc.'s plans moved +30.9% in assets from 2022 to 2024; this filing shows School Year Abroad 403(b) DC Plan at $10M / 25 participants.
- #1,431
- in Educational Services (3,638 peers)
- +9.0%
- assets growth YoY
School Year Abroad 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
School Year Abroad 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,433,816 Top 43% higher than 57% 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
School Year Abroad 403(b) DC 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. School Year Abroad 403(b) DC Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- School Year Abroad 403(b) DC Plan reported net income fell from $2M in the plan year 2023 filing to $866K in the plan year 2024 filing.
- School Year Abroad 403(b) DC Plan reported participants rose from 21 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- School Year Abroad 403(b) DC Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042589375 · School Year Abroad, Inc. PY 2024 · Other
School Year Abroad 403(b) DC Plan · $10M · 25 · 57th
- ASSETS $10M
- ASSETS 25
- ASSETS 57th
- ASSETS Other
- ASSETS near Kalamazoo Probation Enhancement Program, Inc. 403(b) Plan
- ASSETS ind #1431
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 →
School Year Abroad 403(b) DC Plan in the asset neighbourhood
School Year Abroad, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All School Year Abroad, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 30.865893707276403% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $8M |
| 2023 | 1 | 21 | $10M |
| 2024 | 1 | 25 | $10M |
School Year Abroad, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $866K |
| Employer EIN | 042589375 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
School Year Abroad 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Kalamazoo Probation Enhancement Program, Inc. 403(b) Plan in MI ($10M); by covered participants it is Young Americans Christian Group Plan in GA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Young Americans Christian Group Plan (GA) 25 · 0 off
- The Inland Hospital Pension Plan (ME) 25 · 0 off
- Hobgood Academy Inc. (NC) 25 · 0 off
- Jefferson County Child Development Council 403(b) Plan (AL) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.