Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Clarke Schools Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Clarke School for the Deaf ยท Massachusetts ยท Educational Services

What the 2023 filing shows

Clarke Schools Retirement Plan holds $27M for 139 participants - about $197,824 per participant, up 1.6% over the 2024 plan year.

$27M
total plan assets (2024 EOY)
139
covered participants
$197,824
avg assets per participant
+1.6%
assets growth YoY
Total Assets (2023)
$27M
Participants
139
Industry
Educational Services

What the Filing Says About Clarke Schools Retirement Plan

Clarke Schools Retirement Plan is a Profit Sharing retirement plan sponsored by Clarke School for the Deaf, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 139 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042104008, and the plan has been effective since 1924-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2024 to $27M at year-end โ€” a gain of 1.6%. Net assets (after liabilities) closed the year at $27M, with reported net income of $423K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$423K
Plan TypeProfit Sharing
Employer EIN042104008
Plan Effective Date1924-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarke School for the Deaf)

Year Plans Participants Total Assets
2022 1 147 $25M
2023 1 139 $27M
2024 1 139 $27M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Clarke Schools Retirement Plan?
As of the 2024 Form 5500 filing, Clarke Schools Retirement Plan holds $27M in total assets with 139 participants. It is sponsored by Clarke School for the Deaf.
What type of plan is Clarke Schools Retirement Plan?
Clarke Schools Retirement Plan is a Profit Sharing plan. It has been effective since 1924-01-01. The plan is filed with the U.S. Department of Labor under EIN 042104008.
Who sponsors the Clarke Schools Retirement Plan?
Clarke Schools Retirement Plan is sponsored by Clarke School for the Deaf, located in Massachusetts. The sponsor's EIN is 042104008 and the plan operates in the Educational Services industry.
How did Clarke Schools Retirement Plan perform in 2024?
Clarke Schools Retirement Plan grew by 1.6% during 2024, moving from $27M to $27M in total assets. Net income was $423K.
Where can I find official filings for Clarke Schools Retirement Plan?
Official Form 5500 filings for Clarke Schools Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042104008 or plan name at efast.dol.gov.
How does Clarke Schools Retirement Plan compare to other plans?
You can compare Clarke Schools Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 042104008.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.