Other · DOL Form 5500 · 2024
School Year Abroad, Inc. Retirement Plan
Data updated 2026-08-11
- $10M
- Total assets
- 25
- Participants
- 57th
- Percentile by assets
- $417,353
- Avg per participant
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.
- 57th percentile by assets (of 123,622 plans)
- #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.
- $10M
- total plan assets (2024 EOY)
- 25
- covered participants
- 57th
- percentile by assets (of 123,622 plans)
- $417,353
- avg assets per participant
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.
School Year Abroad, Inc. across 3 plan years on file
Across the 3 plan years School Year Abroad, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $10M, a gain of 30.9%, while reported participants moved from 25 to 25 (+0.0%). Peak year by sponsor assets: 2024 ($10M); trough: 2022 ($8M).
School Year Abroad, Inc. multi-year asset trail
| 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.
School Year Abroad 403(b) DC 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 School Year Abroad 403(b) DC Plan by total assets, not by location.
Frequently Asked Questions
How did School Year Abroad 403(b) DC Plan assets move in 2024? ▼
How have School Year Abroad, Inc. plan assets changed over time? ▼
Which Other plans are similar in size to School Year Abroad 403(b) DC Plan? ▼
Next read for School Year Abroad 403(b) DC Plan
Multi-year trail
Ways to act on School Year Abroad 403(b) DC Plan's numbers.
- By total assets, School Year Abroad 403(b) DC Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- School Year Abroad, Inc.'s sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Educational Services plans