Other · DOL Form 5500 · 2024
Northfield Mount Hermon School Retirement Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 288
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $324,218
- Avg per participant High balance/head
Official DOL plan name: Northfield Mount Hermon Retirement Savings and Investment Plan · Sponsored by Northfield Mount Hermon School · Massachusetts · Educational Services
$93M in assets, 288 participants
Northfield Mount Hermon School's Northfield Mount Hermon Retirement Savings and Investment Plan reported $93M in total assets and 288 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #2,984 in Educational Services (3,638 peers)
Coverage in Massachusetts
Northfield Mount Hermon Retirement Savings and Investment Plan covers 288 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $93M.
- #2,984
- in Educational Services (3,638 peers)
- +11.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Northfield Mount Hermon Retirement Savings and Investment Plan's outsized position by total assets
Northfield Mount Hermon Retirement Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$93,374,788 Top 10% higher than 90% 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
Northfield Mount Hermon Retirement Savings and Investment 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. Northfield Mount Hermon Retirement Savings and Investment Plan sits mid-pack in the medium band (288 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northfield Mount Hermon Retirement Savings and Investment Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Northfield Mount Hermon Retirement Savings and Investment Plan end-of-year assets rose from $84M in the plan year 2023 filing to $93M in the plan year 2024 filing.
- Northfield Mount Hermon Retirement Savings and Investment Plan reported participants rose from 274 in the plan year 2023 filing to 288 in the plan year 2024 filing.
DOL schedule card
Filing strip 042109865 · Northfield Mount Hermon School PY 2024 · Other
Northfield Mount Hermon Retirement Savings and Investment Plan · $93M · 288 · 90th
- PART $93M
- PART 288
- PART 90th
- PART Other
- PART near Asia Foundation Defined Contribution Retirement Plan
- PART ind #2984
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 →
Northfield Mount Hermon Retirement Savings and Investment Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $10M |
| Employer EIN | 042109865 |
| Plan Effective Date | 1970-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northfield Mount Hermon School)
Sponsor-wide plan assets over time
All Northfield Mount Hermon School plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 30.268957772309406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $72M |
| 2023 | 1 | 274 | $84M |
| 2024 | 1 | 288 | $93M |
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
Northfield Mount Hermon Retirement Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Asia Foundation Defined Contribution Retirement Plan in CA ($93M); by covered participants it is Whedco 403(b) Retirement Plan in NY (288 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
Similar participant headcount
Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.
- Whedco 403(b) Retirement Plan (NY) 288 · 0 off
- The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan (PA) 288 · 0 off
- Whites Residential and Family Services Tax Deferred Annuity Plan (IN) 288 · 0 off
- West River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan (ND) 288 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.