Other · DOL Form 5500 · 2024

Shady Hill School Corporation Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
209
Participants Below avg headcount
87th
Percentile by assets National rank
$320,204
Avg per participant High balance/head
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Official DOL plan name: Shady Hill School DC and Tda Retirement Plan · Sponsored by Shady Hill School Corporation · Massachusetts · Educational Services

$67M in assets, 209 participants

Shady Hill School Corporation's Shady Hill School DC and Tda Retirement Plan reported $67M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,803 in Educational Services (3,638 peers)

Coverage in Massachusetts

Shady Hill School DC and Tda Retirement Plan covers 209 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.

#2,803
in Educational Services (3,638 peers)
+10.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Shady Hill School DC and Tda Retirement Plan's outsized position by total assets

Shady Hill School DC and Tda Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$66,922,709 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Shady Hill School DC and Tda 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. Shady Hill School DC and Tda Retirement Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shady Hill School DC and Tda Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Shady Hill School DC and Tda Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042103628 · Shady Hill School Corporation PY 2024 · Other

Shady Hill School DC and Tda Retirement Plan · $67M · 209 · 87th

  • IND $67M
  • EOY 209
  • 5500 87th
  • ASSETS Other
  • PCT near Husson University Section 403(b) Retirement Plan
  • EIN ind #2803

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 →

Shady Hill School DC and Tda Retirement Plan in the asset neighbourhood

Franklin Pierce University Defined Contribution Retirement PlanFranklin Pierce University D…$67MHusson University Section 403(b) Retirement PlanHusson University Section 40…$67MShady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$67MNew York University Retirement Plan for Adjunct Faculty MembersNew York University Retireme…$67MQueens University of Charlotte Retirement PlanQueens University of Charlot…$67M
End-of-year total assets ($M) among Shady Hill School DC and Tda Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$67M
Net Income$6M
Employer EIN042103628
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shady Hill School Corporation)

Sponsor-wide plan assets over time

All Shady Hill School Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$67M 31.412964035699208% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.9M $66.9M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 198 $51M
2023 1 211 $61M
2024 1 209 $67M

Nearby Other Plans in Massachusetts

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

Shady Hill School DC and Tda Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Shady Hill School DC and Tda Retirement Plan, Total assets ($B): 0.066922709 · Participants: 209Shady Hill School DC and Tda Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Shady Hill School DC and Tda Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Shady Hill School DC and Tda Retirement Plan side-by-side with 3 peers →

Shady Hill School DC and Tda Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Husson University Section 403(b) Retirement Plan in ME ($67M); by covered participants it is Met Council 403(b) Retirement Savings Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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.

Frequently Asked Questions

How did Shady Hill School DC and Tda Retirement Plan assets move in 2024? ▼
Shady Hill School DC and Tda Retirement Plan grew at a solid clip - up 10.4% during 2024, from $61M to $67M. Reported net income was $6M.
How have Shady Hill School Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shady Hill School Corporation's sponsor-wide assets grew 31.4%, from $51M to $67M.
Where does Shady Hill School DC and Tda Retirement Plan rank by assets among Form 5500 filers? ▼
Shady Hill School DC and Tda Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shady Hill School DC and Tda Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Husson University Section 403(b) Retirement Plan in ME ($67M, 1,032 participants).
Which Other plans cover a similar participant headcount to Shady Hill School DC and Tda Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Met Council 403(b) Retirement Savings Plan in NY (209 participants, $19M in assets).

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 042103628.

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.