Other · DOL Form 5500 · 2024

Dana Hall School Retirement Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
200
Participants Below avg headcount
87th
Percentile by assets National rank
$315,668
Avg per participant High balance/head
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Official DOL plan name: Dana Hall School Retirement Plan for Employees · Sponsored by Dana Hall School · Massachusetts · Educational Services

$63M in assets, 200 participants

Dana Hall School's Dana Hall School Retirement Plan for Employees reported $63M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,762 in Educational Services (3,638 peers)

Coverage in Massachusetts

Dana Hall School Retirement Plan for Employees covers 200 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $63M.

#2,762
in Educational Services (3,638 peers)
+10.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Dana Hall School Retirement Plan for Employees's outsized position by total assets

Dana Hall School Retirement Plan for Employees vs every filed plan by assets

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

$63,133,599 Top 13% higher than 87% 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

Dana Hall School Retirement Plan for Employees 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. Dana Hall School Retirement Plan for Employees sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dana Hall School Retirement Plan for Employees reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Dana Hall School Retirement Plan for Employees end-of-year assets rose from $57M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Dana Hall School Retirement Plan for Employees reported participants rose from 191 in the plan year 2023 filing to 200 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042103562 · Dana Hall School PY 2024 · Other

Dana Hall School Retirement Plan for Employees · $63M · 200 · 87th

  • EIN $63M
  • RANK 200
  • PHOTO 87th
  • IND Other
  • EOY near The Masters School 403(b) DC Plan
  • 5500 ind #2762

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 →

Dana Hall School Retirement Plan for Employees in the asset neighbourhood

Naval Academy Athletic Association Retirement PlanNaval Academy Athletic Assoc…$63MOakwood School 403(b) Retirement PlanOakwood School 403(b) Retire…$63MThe Masters School 403(b) DC PlanThe Masters School 403(b) DC…$63MDana Hall School Retirement Plan for EmployeesDana Hall School Retirement …$63MAmerican Society of Civil Engineers Tax Deferred Annuity PlanAmerican Society of Civil En…$63M
End-of-year total assets ($M) among Dana Hall School Retirement Plan for Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$63M
Net Income$6M
Employer EIN042103562
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dana Hall School)

Sponsor-wide plan assets over time

All Dana Hall School plans reported in each filing year

Latest sponsor-wide plan assets
$63M 25.491015987554416% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $63.1M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 191 $50M
2023 1 191 $57M
2024 1 200 $63M

Nearby Other Plans in Massachusetts

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

Dana Hall School Retirement Plan for Employees vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Dana Hall School Retirement Plan for Employees, Total assets ($B): 0.063133599 · Participants: 200Dana Hall School Retirement Plan for EmployeesHarvard 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
Dana Hall School Retirement Plan for Employees vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Dana Hall School Retirement Plan for Employees side-by-side with 3 peers →

Dana Hall School Retirement Plan for Employees's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Masters School 403(b) DC Plan in NY ($63M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Dana Hall School Retirement Plan for Employees assets move in 2024? ▼
Dana Hall School Retirement Plan for Employees grew at a solid clip - up 10.0% during 2024, from $57M to $63M. Reported net income was $6M.
How have Dana Hall School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dana Hall School's sponsor-wide assets grew 25.5%, from $50M to $63M.
Where does Dana Hall School Retirement Plan for Employees rank by assets among Form 5500 filers? ▼
Dana Hall School Retirement Plan for Employees ranks in the 87th 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 Dana Hall School Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by assets is The Masters School 403(b) DC Plan in NY ($63M, 244 participants).
Which Other plans cover a similar participant headcount to Dana Hall School Retirement Plan for Employees? ▼
Among Other plans in other states, the closest by covered participants is Penney Retirement Community 403(b) Plan in FL (200 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 042103562.

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.