Other · DOL Form 5500 · 2024
Beaver Country Day School, Inc. Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 139
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $370,726
- Avg per participant High balance/head
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.
- #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.
- #2,644
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,530,851 Top 15% higher than 85% 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
Beaver Country Day Defined Contribution and Tax Deferred Annuity 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. Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (139 participants).
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.
EBSA filing schedule strip
Filing strip 042103869 · Beaver Country Day School, Inc. PY 2024 · Other
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan · $52M · 139 · 85th
- VS-ST $52M
- BOY 139
- SCH 85th
- EBSA Other
- PART near Midwest Transplant Network, Inc. 403(b) Retirement Plan
- TYPE ind #2644
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 →
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $6M |
| Employer EIN | 042103869 |
| Plan Effective Date | 1947-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beaver Country Day School, Inc.)
Sponsor-wide plan assets over time
All Beaver Country Day School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 28.326394699721817% vs 2022
- 2024 filing year
| 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.
- 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
Beaver Country Day Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Midwest Transplant Network, Inc. 403(b) Retirement Plan in KS ($51M); by covered participants it is Westchester Institute for Human Development 403(b) DC Plan in NY (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Midwest Transplant Network, Inc. 403(b) Retirement Plan (KS) $51M · 236
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) $52M · 212
- Retirement Accumulation Plan for Fairchild Medical Center (CA) $51M · 575
- Morristown-Beard School Defined Contribution Retirement Plan (NJ) $52M · 226
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Westchester Institute for Human Development 403(b) DC Plan (NY) 139 · 0 off
- River Oak Center for Children 403b Plan (CA) 139 · 0 off
- 403b Thrift Plan for Employees of America's Community Council (MI) 139 · 0 off
- Denver Art Museum DC Plan (CO) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.