Other · DOL Form 5500 · 2024
The Fessenden School Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 347
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $163,064
- Avg per participant Above avg balance/head
Official DOL plan name: The Fessenden School Retirement Plan · Sponsored by The Fessenden School · Massachusetts · Educational Services
$57M in assets, 347 participants
The Fessenden School's The Fessenden School Retirement Plan reported $57M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,699 in Educational Services (3,638 peers)
Where The Fessenden School Retirement Plan sits by assets
The Fessenden School Retirement Plan sits in the top quartile of all filed plans by assets, $57M for 347 participants (~$163,064/participant), up 13.4% in 2024.
- #2,699
- in Educational Services (3,638 peers)
- +13.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Fessenden School Retirement Plan's outsized position by total assets
The Fessenden School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$56,583,150 Top 14% higher than 86% 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
The Fessenden 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. The Fessenden School Retirement Plan sits mid-pack in the medium band (347 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Fessenden School Retirement Plan reported participants rose from 292 in the plan year 2023 filing to 347 in the plan year 2024 filing.
- The Fessenden School Retirement Plan end-of-year assets rose from $50M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- The Fessenden School Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
DOL schedule card
Filing strip 042103574 · The Fessenden School PY 2024 · Other
The Fessenden School Retirement Plan · $57M · 347 · 86th
- 5500 $57M
- ASSETS 347
- PCT 86th
- EIN Other
- RANK near Modern Language Association Defined Contribution Retirement Plan
- PHOTO ind #2699
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 →
The Fessenden School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| Employer EIN | 042103574 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fessenden School)
Sponsor-wide plan assets over time
All The Fessenden School plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 32.32597974238983% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $43M |
| 2023 | 1 | 292 | $50M |
| 2024 | 1 | 347 | $57M |
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
The Fessenden School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Modern Language Association Defined Contribution Retirement Plan in NY ($57M); by covered participants it is Falcons Landing 403(b) Plan in VA (347 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (347 participants); asset peers above are excluded.
- Falcons Landing 403(b) Plan (VA) 347 · 0 off
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Metropolitan Family Service, Inc. (OR) 347 · 0 off
- Area Agency on Aging of Southeast Arkansas Retirement Plan (AR) 347 · 0 off
- John Cooper School Defined Contribution Retirement Plan (TX) 348 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.