Other · DOL Form 5500 · 2024
Shore Country Day School Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 87
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $349,128
- Avg per participant High balance/head
Official DOL plan name: Shore Country Day School 403(b) DC Plan · Sponsored by Shore Country Day School · Massachusetts · Educational Services
$30M in assets, 87 participants
Shore Country Day School's Shore Country Day School 403(b) DC Plan reported $30M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,260 in Educational Services (3,638 peers)
Where Shore Country Day School 403(b) DC Plan sits by assets
Shore Country Day School 403(b) DC Plan sits in the top quartile of all filed plans by assets, $30M for 87 participants (~$349,128/participant), up 4.8% in 2024.
- #2,260
- in Educational Services (3,638 peers)
- +4.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shore Country Day School 403(b) DC Plan's outsized position by total assets
Shore Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,374,144 Top 23% higher than 77% 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
Shore Country Day 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. Shore Country Day School 403(b) DC Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shore Country Day School 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Shore Country Day School 403(b) DC Plan reported participants fell from 93 in the plan year 2023 filing to 87 in the plan year 2024 filing.
- Shore Country Day School 403(b) DC Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042104926 · Shore Country Day School PY 2024 · Other
Shore Country Day School 403(b) DC Plan · $30M · 87 · 77th
- ASSETS $30M
- PCT 87
- EIN 77th
- RANK Other
- PHOTO near Kvc 403(b) Retirement Plan
- IND ind #2260
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 →
Shore Country Day School 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $1M |
| Employer EIN | 042104926 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shore Country Day School)
Sponsor-wide plan assets over time
All Shore Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 16.43308732516816% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $26M |
| 2023 | 1 | 93 | $29M |
| 2024 | 1 | 87 | $30M |
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
Shore Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Kvc 403(b) Retirement Plan in KS ($30M); by covered participants it is United Way of Greater Kansas City, Inc. 403(b) Plan in MO (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Kvc 403(b) Retirement Plan (KS) $30M · 2,459
- Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan (AK) $30M · 763
- Shattuck-St. Mary's School DC Plan (MN) $30M · 266
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan (NJ) $30M · 395
Similar participant headcount
Nearest other-state filings by covered participants (87 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.