Profit Sharing · DOL Form 5500 · 2024

Hillcrest Educational Foundation, Inc. Profit Sharing Plan

Data updated 2026-07-24

$29M
Total assets: 563
Participants: 77th
Percentile by assets: $51,728
Avg per participant

Official DOL plan name: Hillcrest Educational Foundation, Inc. 403(b) Plan · Sponsored by Hillcrest Educational Foundation, Inc. · Massachusetts · Educational Services

$29M in assets, 563 participants

Hillcrest Educational Foundation, Inc.'s Hillcrest Educational Foundation, Inc. 403(b) Plan reported $29M in total assets and 563 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.

77th percentile by assets (of 116,472 plans)

Where Hillcrest Educational Foundation, Inc. 403(b) Plan sits by assets

Hillcrest Educational Foundation, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $29M for 563 participants (~$51,728/participant), up 16.9% in 2024.

$29M
total plan assets (2024 EOY): 563
covered participants: 77th
percentile by assets (of 116,472 plans): $51,728
avg assets per participant

Hillcrest Educational Foundation, Inc. 403(b) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
Hillcrest Educational Foundation, Inc. 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Hillcrest Educational Foundation, Inc. 403(b) Plan reported participants rose from 544 in the plan year 2023 filing to 563 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Educational Services

Hillcrest Educational Foundation, Inc. 403(b) Plan vs the 2024 asset distribution

By assets, Hillcrest Educational Foundation, Inc. 403(b) Plan outranks 77% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$29M
Net Income	$4M
Employer EIN	800545676
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Hillcrest Educational Foundation, Inc.)

Total plan assets by year, all Hillcrest Educational Foundation, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	496	$21M
2023	1	544	$25M
2024	1	563	$29M

Nearby Profit Sharing Plans in Massachusetts

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

Hillcrest Educational Foundation, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

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
Medical Information Technology, Inc. Profit Sharing Plan $409M · 3,306

Compare Hillcrest Educational Foundation, Inc. 4… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Hillcrest Educational Foundation, Inc. 403(b) Plan by total assets, not by location.

Iuoe Local 965 Annuity Plan (IL) $29M · 1,708
Maine Dartmouth Family Medicine Residency 403(b) Plan (ME) $29M · 121
Fenwal International, Inc. Savings and Retirement Plan (PR) $29M · 910
Crown Mark Inc. Profit Sharing Plan (TX) $29M · 78

Frequently Asked Questions

How did Hillcrest Educational Foundation, Inc. 403(b) Plan assets move in 2024? ▼

Hillcrest Educational Foundation, Inc. 403(b) Plan grew sharply - up 16.9% during 2024, from $25M to $29M. Reported net income was $4M.

How have Hillcrest Educational Foundation, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hillcrest Educational Foundation, Inc.'s sponsor-wide assets grew 39.3%, from $21M to $29M.

Where does Hillcrest Educational Foundation, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼

Hillcrest Educational Foundation, Inc. 403(b) Plan ranks in the 77th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Hillcrest Educational Foundation, Inc. 403(b) Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Iuoe Local 965 Annuity Plan in IL ($29M, 1,708 participants).

Next read for Hillcrest Educational Foundation, Inc. 4…

Scale reading

Ways to act on Hillcrest Educational Foundation, Inc. 403(b) Plan's numbers.

By total assets, Hillcrest Educational Foundation, Inc. 403(b) 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
Hillcrest Educational Foundation, Inc.'s sponsor-wide assets have grown 39.3% since 2022 across 3 plan years on file. More Educational Services plans

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) - original filing retrieval by EIN 800545676.

Read our methodology - how this data is sourced, computed, and verified.

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