Other · DOL Form 5500 · 2024
The Bement School Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $164,492
- Avg per participant Above avg balance/head
Official DOL plan name: Bement School Defined Contribution 403(b) Plan · Sponsored by The Bement School · Massachusetts · Educational Services
$13M in assets, 77 participants
The Bement School's Bement School Defined Contribution 403(b) Plan reported $13M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #1,586 in Educational Services (3,638 peers)
2024 asset change
Bement School Defined Contribution 403(b) Plan grew at a solid clip 8.4% in 2024 ($12M → $13M) for 77 participants.
- #1,586
- in Educational Services (3,638 peers)
- +8.4%
- assets growth YoY
Bement School Defined Contribution 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Bement School Defined Contribution 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,665,896 Top 39% higher than 61% 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
Bement School Defined Contribution 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bement School Defined Contribution 403(b) Plan is a small filing (77 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 042234135 · The Bement School PY 2024 · Other
Bement School Defined Contribution 403(b) Plan · $13M · 77 · 61st
- EBSA $13M
- EBSA 77
- EBSA 61st
- EBSA Other
- EBSA near Bronx Charter School for Excellence 403(b) Deferred Compensation Plan
- EBSA ind #1586
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 →
Bement School Defined Contribution 403(b) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $979K |
| Employer EIN | 042234135 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Bement School Defined Contribution 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bronx Charter School for Excellence 403(b) Deferred Compensation Plan in NY ($13M); by covered participants it is Isidore Newman School Retirement Plan in LA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Bronx Charter School for Excellence 403(b) Deferred Compensation Plan (NY) $13M · 362
- Episcopal Community Services of San Francisco, Inc. Retirement Plan (CA) $13M · 398
- Section 403(b) Retirement Plan for Hudson Valley Hospice (NY) $13M · 370
- Manzano Day School Defined Contribution Plan (NM) $13M · 125
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Isidore Newman School Retirement Plan (LA) 77 · 0 off
- Kentucky Wesleyan College Tda Plan (KY) 77 · 0 off
- The Museum of Jewish Heritage 403(b) DC Plan (NY) 77 · 0 off
- German School DC Retirement Plan (MD) 77 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.