Other · DOL Form 5500 · 2024
Nashoba Brooks School of Concord Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $216,534
- Avg per participant Above avg balance/head
Official DOL plan name: Nashoba Brooks School of Concord DC Retirement Plan · Sponsored by Nashoba Brooks School of Concord · Massachusetts · Educational Services
$21M in assets, 96 participants
Nashoba Brooks School of Concord's Nashoba Brooks School of Concord DC Retirement Plan reported $21M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,961 in Educational Services (3,638 peers)
Nashoba Brooks School of Concord multi-year trail
Nashoba Brooks School of Concord's plans moved +32.0% in assets from 2022 to 2024; this filing shows Nashoba Brooks School of Concord DC Retirement Plan at $21M / 96 participants.
- #1,961
- in Educational Services (3,638 peers)
- +11.6%
- assets growth YoY
Nashoba Brooks School of Concord DC Retirement Plan's outsized position by total assets
Nashoba Brooks School of Concord DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,787,266 Top 29% higher than 71% 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
Nashoba Brooks School of Concord DC 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. Nashoba Brooks School of Concord DC Retirement Plan is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nashoba Brooks School of Concord DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Nashoba Brooks School of Concord DC Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Nashoba Brooks School of Concord DC Retirement Plan reported participants rose from 89 in the plan year 2023 filing to 96 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042103947 · Nashoba Brooks School of Concord PY 2024 · Other
Nashoba Brooks School of Concord DC Retirement Plan · $21M · 96 · 71st
- EBSA $21M
- EBSA 96
- EBSA 71st
- EBSA Other
- EBSA near Opportunity International Employees' 403(b) Program
- EBSA ind #1961
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 →
Nashoba Brooks School of Concord DC Retirement Plan in the asset neighbourhood
Nashoba Brooks School of Concord multi-year asset trail
Sponsor-wide plan assets over time
All Nashoba Brooks School of Concord plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 31.96168659186246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $16M |
| 2023 | 1 | 89 | $19M |
| 2024 | 1 | 96 | $21M |
Nashoba Brooks School of Concord filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 042103947 |
| Plan Effective Date | 1985-05-16 |
| Filing Status | FILING RECEIVED |
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
Nashoba Brooks School of Concord DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Opportunity International Employees' 403(b) Program in IL ($21M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Opportunity International Employees' 403(b) Program (IL) $21M · 67
- American Baptist Homes of the Midwest Tda Plan (MN) $21M · 1,390
- Cairn University 403(b) Plan (PA) $21M · 383
- Pennswood Village 403b Plan (PA) $21M · 392
Similar participant headcount
Nearest other-state filings by covered participants (96 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.