Other · DOL Form 5500 · 2024
Miss Halls School, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $199,346
- Avg per participant Above avg balance/head
Official DOL plan name: Miss Hall's School Retirement Plan · Sponsored by Miss Halls School, Inc. · Massachusetts · Educational Services
$20M in assets, 101 participants
Miss Halls School, Inc.'s Miss Hall's School Retirement Plan reported $20M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #1,936 in Educational Services (3,638 peers)
Coverage in Massachusetts
Miss Hall's School Retirement Plan covers 101 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.
- #1,936
- in Educational Services (3,638 peers)
- +11.2%
- assets growth YoY
Miss Hall's School Retirement Plan's outsized position by total assets
Miss Hall's School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,133,969 Top 30% higher than 70% 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
Miss Hall's School 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. Miss Hall's School Retirement Plan sits mid-pack in the medium band (101 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Miss Hall's School Retirement Plan reported participants rose from 80 in the plan year 2023 filing to 101 in the plan year 2024 filing.
- Miss Hall's School Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Miss Hall's School Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042104273 · Miss Halls School, Inc. PY 2024 · Other
Miss Hall's School Retirement Plan · $20M · 101 · 70th
- EIN $20M
- RANK 101
- PHOTO 70th
- IND Other
- EOY near Vna of the Treasure Coast 403(b) Plan
- 5500 ind #1936
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 →
Miss Hall's School Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 042104273 |
| Plan Effective Date | 1927-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miss Halls School, Inc.)
Sponsor-wide plan assets over time
All Miss Halls School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 22.30101817242611% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $16M |
| 2023 | 1 | 80 | $18M |
| 2024 | 1 | 101 | $20M |
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
Miss Hall's School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Vna of the Treasure Coast 403(b) Plan in FL ($20M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 101 · 0 off
- Village Community School 403(b) Defined Contribution Plan (NY) 101 · 0 off
- Harvesters 403b Plan (MO) 101 · 0 off
- Milton Gottesman Jewish Day School of the Nation's Capital 403(b) DC Plan (DC) 101 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.