Other · DOL Form 5500 · 2024
Stoneleigh-Burnham School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $351,231
- Avg per participant High balance/head
Official DOL plan name: Stoneleigh-Burnham School 403(b) DC Plan · Sponsored by Stoneleigh-Burnham School · Massachusetts · Educational Services
$12M in assets, 35 participants
Stoneleigh-Burnham School's Stoneleigh-Burnham School 403(b) DC Plan reported $12M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #1,566 in Educational Services (3,638 peers)
Stoneleigh-Burnham School multi-year trail
Stoneleigh-Burnham School's plans moved +26.4% in assets from 2022 to 2024; this filing shows Stoneleigh-Burnham School 403(b) DC Plan at $12M / 35 participants.
- #1,566
- in Educational Services (3,638 peers)
- +10.6%
- assets growth YoY
Stoneleigh-Burnham School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Stoneleigh-Burnham School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,293,080 Top 40% higher than 60% 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
Stoneleigh-Burnham School 403(b) DC 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. Stoneleigh-Burnham School 403(b) DC Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stoneleigh-Burnham School 403(b) DC Plan reported participants fell from 50 in the plan year 2023 filing to 35 in the plan year 2024 filing.
- Stoneleigh-Burnham School 403(b) DC Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Stoneleigh-Burnham School 403(b) DC Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042163044 · Stoneleigh-Burnham School PY 2024 · Other
Stoneleigh-Burnham School 403(b) DC Plan · $12M · 35 · 60th
- IND $12M
- IND 35
- IND 60th
- IND Other
- IND near 403(b) Thrift Plan of Peconic Landing at Southold, Inc.
- IND ind #1566
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 →
Stoneleigh-Burnham School 403(b) DC Plan in the asset neighbourhood
Stoneleigh-Burnham School multi-year asset trail
Sponsor-wide plan assets over time
All Stoneleigh-Burnham School plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 26.376895743903045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 49 | $10M |
| 2023 | 1 | 50 | $11M |
| 2024 | 1 | 35 | $12M |
Stoneleigh-Burnham School filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 042163044 |
| Plan Effective Date | 1958-01-01 |
| 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
Stoneleigh-Burnham School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan of Peconic Landing at Southold, Inc. in NY ($12M); by covered participants it is Macon East Academy Tax Sheltered 403(b) Plan in AL (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- 403(b) Thrift Plan of Peconic Landing at Southold, Inc. (NY) $12M · 315
- Peninsula Community Health Services 403(b) Plan (WA) $12M · 257
- 403(b) Thrift Plan for Employees of Community Action Partnership of Lancaster County, Inc. (PA) $12M · 297
- Coriell Institute for Medical Research Tax-Deferred Annuity Plan 403(b) (NJ) $12M · 110
Similar participant headcount
Nearest other-state filings by covered participants (35 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.