Other · DOL Form 5500 · 2024
Thayer Academy Retirement Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 207
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $437,221
- Avg per participant High balance/head
Official DOL plan name: Thayer Academy 403(b) Retirement Plan · Sponsored by Thayer Academy · Massachusetts · Educational Services
$91M in assets, 207 participants
Thayer Academy's Thayer Academy 403(b) Retirement Plan reported $91M in total assets and 207 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.
- #2,972 in Educational Services (3,638 peers)
Coverage in Massachusetts
Thayer Academy 403(b) Retirement Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $91M.
- #2,972
- in Educational Services (3,638 peers)
- +10.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Thayer Academy 403(b) Retirement Plan's outsized position by total assets
Thayer Academy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,504,681 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
Thayer Academy 403(b) 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. Thayer Academy 403(b) Retirement Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Thayer Academy 403(b) Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Thayer Academy 403(b) Retirement Plan end-of-year assets rose from $82M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Thayer Academy 403(b) Retirement Plan reported participants fell from 210 in the plan year 2023 filing to 207 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042105781 · Thayer Academy PY 2024 · Other
Thayer Academy 403(b) Retirement Plan · $91M · 207 · 90th
- EIN $91M
- EIN 207
- EIN 90th
- EIN Other
- EIN near Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan
- EIN ind #2972
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 →
Thayer Academy 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $91M |
| Net Income | $9M |
| Employer EIN | 042105781 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thayer Academy)
Sponsor-wide plan assets over time
All Thayer Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 28.096153539403108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $71M |
| 2023 | 1 | 210 | $82M |
| 2024 | 1 | 207 | $91M |
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
Thayer Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan in MO ($90M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan (MO) $90M · 539
- Nebraska Wesleyan University Defined Contribution Retirement Plan (NE) $90M · 415
- Hopkins School Defined Contribution Retirement Plan (CT) $91M · 197
- Dwight Englewood School 403(b) Retirement Savings Plan (NJ) $90M · 249
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 207 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 207 · 0 off
- Bashor Children's Home 403(b) Plan (IN) 207 · 0 off
- Watts Healthcare Corporation Money Purchase Plan (CA) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.