Other · DOL Form 5500 · 2024

Beaver Country Day School, Inc. Retirement Plan

Data updated 2026-08-11

$52M
Total assets
139
Participants
85th
Percentile by assets
$370,726
Avg per participant
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Official DOL plan name: Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Beaver Country Day School, Inc. · Massachusetts · Educational Services

$52M in assets, 139 participants

Beaver Country Day School, Inc.'s Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported $52M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 123,622 plans)
  • #2,644 in Educational Services (3,638 peers)

Coverage in Massachusetts

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan covers 139 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $52M.

$52M
total plan assets (2024 EOY)
139
covered participants
85th
percentile by assets (of 123,622 plans)
$370,726
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 132 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan reports 139 participants - about 21% of that state average ($52M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN042103869
Plan Effective Date1947-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beaver Country Day School, Inc.)

$35M$40M$45M$50M$55M 202220232024 $40.2M $51.5M ▲ +28.3%
Total plan assets by year, all Beaver Country Day School, Inc. plans on file
Year Plans Participants Total Assets
2022 1 124 $40M
2023 1 132 $46M
2024 1 139 $52M

Nearby Other Plans in Massachusetts

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

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Beaver Country Day D…Harvard University T…Beth Israel Lahey 40…Boston University Re…Northeastern Univers…Boston University Su…
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan assets move in 2024?
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan grew at a solid clip - up 13.2% during 2024, from $46M to $52M. Reported net income was $6M.
How have Beaver Country Day School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Beaver Country Day School, Inc.'s sponsor-wide assets grew 28.3%, from $40M to $52M.
Where does Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan rank by assets among Form 5500 filers?
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the 85th 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 Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan?
Among Other plans in other states, the closest by assets is Midwest Transplant Network, Inc. 403(b) Retirement Plan in KS ($51M, 236 participants).

Next read for Beaver Country Day Defined Contribution …

Filing takeaways

Ways to act on Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's numbers.

  • By total assets, Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
  • Beaver Country Day School, Inc.'s sponsor-wide assets have grown 28.3% since 2022 across 3 plan years on file. More Educational Services plans