Profit Sharing · DOL Form 5500 · 2024
The Carroll School Profit Sharing Plan
Data updated 2026-08-11
- $35M
- Total assets
- 221
- Participants
- 80th
- Percentile by assets
- $157,843
- Avg per participant
Official DOL plan name: The Carroll School Retirement Plan · Sponsored by The Carroll School · Massachusetts · Educational Services
$35M in assets, 221 participants
The Carroll School's The Carroll School Retirement Plan reported $35M in total assets and 221 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 123,622 plans)
- #2,365 in Educational Services (3,638 peers)
Coverage in Massachusetts
The Carroll School Retirement Plan covers 221 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 221
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $157,843
- avg assets per participant
Where The Carroll School Retirement Plan sits by total assets
The Carroll School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,883,270 Top 20% higher than 80% 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 Carroll School Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Carroll School Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- The Carroll School Retirement Plan reported participants rose from 206 in the plan year 2023 filing to 221 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Carroll School Retirement Plan reports 221 participants - about 34% of that state average ($35M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 042145258 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carroll School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $28M |
| 2023 | 1 | 206 | $32M |
| 2024 | 1 | 221 | $35M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Carroll School Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Carroll School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Carroll School Retirement Plan assets move in 2024? ▼
How have The Carroll School plan assets changed over time? ▼
Where does The Carroll School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Carroll School Retirement Plan? ▼
Next read for The Carroll School Retirement Plan
Filing takeaways
Ways to act on The Carroll School Retirement Plan's numbers.
- By total assets, The Carroll School 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 Profit Sharing plans in Massachusetts. Compare plans
- The Carroll School's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Educational Services plans