Other · DOL Form 5500 · 2024
Trustees of Phillips Academy Retirement Plan
Data updated 2026-08-25
- $349M
- Total assets Above avg plan size
- 756
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $461,653
- Avg per participant High balance/head
Official DOL plan name: Phillips Academy Retirement Plan · Sponsored by Trustees of Phillips Academy · Massachusetts · Educational Services
$349M in assets, 756 participants
Trustees of Phillips Academy's Phillips Academy Retirement Plan reported $349M in total assets and 756 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,422 in Educational Services (3,638 peers)
Where Phillips Academy Retirement Plan sits by assets
Phillips Academy Retirement Plan sits in the top 5% of all filed plans by assets, $349M for 756 participants (~$461,653/participant), up 8.2% in 2024.
- #3,422
- in Educational Services (3,638 peers)
- +8.2%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Phillips Academy Retirement Plan's outsized position by total assets
Phillips Academy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$349,009,889 Top 4% higher than 96% 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
Phillips Academy Retirement 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. Phillips Academy Retirement Plan sits mid-pack in the medium band (756 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phillips Academy Retirement Plan reported net income fell from $42M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Phillips Academy Retirement Plan end-of-year assets rose from $323M in the plan year 2023 filing to $349M in the plan year 2024 filing.
- Phillips Academy Retirement Plan reported participants rose from 723 in the plan year 2023 filing to 756 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042103579 · Trustees of Phillips Academy PY 2024 · Other
Phillips Academy Retirement Plan · $349M · 756 · 96th
- RANK $349M
- PHOTO 756
- IND 96th
- EOY Other
- 5500 near Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan
- ASSETS ind #3422
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 →
Phillips Academy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $323M |
|---|---|
| Net Assets (End of Year) | $349M |
| Net Income | $26M |
| Employer EIN | 042103579 |
| Plan Effective Date | 1974-08-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Phillips Academy)
Sponsor-wide plan assets over time
All Trustees of Phillips Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $349M 24.28103375957671% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 683 | $281M |
| 2023 | 1 | 723 | $323M |
| 2024 | 1 | 756 | $349M |
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
Phillips Academy Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in SC ($347M); by covered participants it is National Audubon Society Tax Deferred Annuity Plan in NY (755 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($349M here).
- Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan (SC) $347M · 1,412
- Src, Inc. 403(b) Retirement Plan (NY) $351M · 1,157
- Hamilton College 403(b) Retirement Plan (NY) $352M · 748
- St. Lawrence University 403(b) Retirement Plan (NY) $346M · 735
Similar participant headcount
Nearest other-state filings by covered participants (756 participants); asset peers above are excluded.
- National Audubon Society Tax Deferred Annuity Plan (NY) 755 · 1 off
- Rest Haven Christian Services Care Plan (IL) 758 · 2 off
- Variety Care, Inc. 403(b) Plan (OK) 758 · 2 off
- Rider University Tax Deferred Annuity Plan (NJ) 754 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.