Profit Sharing · DOL Form 5500 · 2024
Hillcrest Educational Foundation, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 563
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $51,728
- Avg per participant Low balance/head
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.
- #2,231 in Educational Services (3,638 peers)
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.
- #2,231
- in Educational Services (3,638 peers)
- +16.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Hillcrest Educational Foundation, Inc. 403(b) Plan's outsized position by total assets
Hillcrest Educational Foundation, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,122,792 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
Hillcrest Educational Foundation, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillcrest Educational Foundation, Inc. 403(b) Plan sits mid-pack in the medium band (563 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 800545676 · Hillcrest Educational Foundation, Inc. PY 2024 · Profit Sharing
Hillcrest Educational Foundation, Inc. 403(b) Plan · $29M · 563 · 77th
- EIN $29M
- RANK 563
- PHOTO 77th
- IND Profit Sharing
- EOY near Iuoe Local 965 Annuity Plan
- 5500 ind #2231
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 →
Hillcrest Educational Foundation, Inc. 403(b) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Hillcrest Educational Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 39.27362568234904% vs 2022
- 2024 filing year
| 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.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- 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
Hillcrest Educational Foundation, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Iuoe Local 965 Annuity Plan in IL ($29M); by covered participants it is Metro Pavia at Home Savings and Retirement Plan in PR (565 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Iuoe Local 965 Annuity Plan (IL) $29M · 1,708
- Maine Dartmouth Family Medicine Residency 403(b) Plan (ME) $29M · 121
- I.B.E.W. Local 246 Retirement Plan (PA) $29M · 297
- Victor Community Support Services, Inc. Retirement Plan (CA) $29M · 428
Similar participant headcount
Nearest other-state filings by covered participants (563 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.