Other · DOL Form 5500 · 2024
The Fay School Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 148
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $271,366
- Avg per participant High balance/head
Official DOL plan name: The Fay School Defined Contribution Retirement Plan · Sponsored by The Fay School · Massachusetts · Educational Services
$40M in assets, 148 participants
The Fay School's The Fay School Defined Contribution Retirement Plan reported $40M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,457 in Educational Services (3,638 peers)
Coverage in Massachusetts
The Fay School Defined Contribution Retirement Plan covers 148 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $40M.
- #2,457
- in Educational Services (3,638 peers)
- +14.5%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Fay School Defined Contribution Retirement Plan's outsized position by total assets
The Fay School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,162,120 Top 19% higher than 81% 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
The Fay School Defined Contribution 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. The Fay School Defined Contribution Retirement Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Fay School Defined Contribution Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- The Fay School Defined Contribution Retirement Plan reported participants rose from 143 in the plan year 2023 filing to 148 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042103573 · The Fay School PY 2024 · Other
The Fay School Defined Contribution Retirement Plan · $40M · 148 · 81st
- SCH $40M
- SCH 148
- SCH 81st
- SCH Other
- SCH near Motion Picture and Television Fund 403(b) Plan
- SCH ind #2457
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 →
The Fay School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 042103573 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fay School)
Sponsor-wide plan assets over time
All The Fay School plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 33.51066443247566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 135 | $30M |
| 2023 | 1 | 143 | $35M |
| 2024 | 1 | 148 | $40M |
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
The Fay School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Motion Picture and Television Fund 403(b) Plan in CA ($40M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Motion Picture and Television Fund 403(b) Plan (CA) $40M · 485
- Lincoln Park Zoological Society Retirement Plan (IL) $40M · 256
- 403(b) Thrift Plan for Child and Family Services of Erie County (NY) $40M · 793
- The Parish Episcopal School 403(b) DC Plan and Parish Episcopal School 403(b) Tda Plan (TX) $40M · 251
Similar participant headcount
Nearest other-state filings by covered participants (148 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.