Other · DOL Form 5500 · 2024
The Roxbury Latin School Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 67
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $657,248
- Avg per participant High balance/head
Official DOL plan name: The Roxbury Latin School 403(b) Retirement Plan · Sponsored by The Roxbury Latin School · Massachusetts · Educational Services
$44M in assets, 67 participants
The Roxbury Latin School's The Roxbury Latin School 403(b) Retirement Plan reported $44M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,526 in Educational Services (3,638 peers)
Where The Roxbury Latin School 403(b) Retirement Plan sits by assets
The Roxbury Latin School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 67 participants (~$657,248/participant), up 17.7% in 2024.
- #2,526
- in Educational Services (3,638 peers)
- +17.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Roxbury Latin School 403(b) Retirement Plan's outsized position by total assets
The Roxbury Latin School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,035,634 Top 17% higher than 83% 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
The Roxbury Latin School 403(b) 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. The Roxbury Latin School 403(b) Retirement Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Roxbury Latin School 403(b) Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The Roxbury Latin School 403(b) Retirement Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042104857 · The Roxbury Latin School PY 2024 · Other
The Roxbury Latin School 403(b) Retirement Plan · $44M · 67 · 83rd
- SCH $44M
- EBSA 67
- PART 83rd
- TYPE Other
- NET near June Shelton School and Evaluation Center 403(b) DC and Tda Plan
- BOOK ind #2526
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 Roxbury Latin School 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 042104857 |
| Plan Effective Date | 1930-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Roxbury Latin School)
Sponsor-wide plan assets over time
All The Roxbury Latin School plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 17.70205698857228% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 67 | $37M |
| 2024 | 1 | 67 | $44M |
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
The Roxbury Latin School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is June Shelton School and Evaluation Center 403(b) DC and Tda Plan in TX ($44M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.