Other · DOL Form 5500 · 2024
Trustees of Deerfield Academy Retirement Plan
Data updated 2026-08-11
- $156M
- Total assets
- 421
- Participants
- 93rd
- Percentile by assets
- $371,732
- Avg per participant
Official DOL plan name: Trustees of Deerfield Academy Defined Contribution Retirement Plan · Sponsored by Trustees of Deerfield Academy · Massachusetts · Educational Services
$156M in assets, 421 participants
Trustees of Deerfield Academy's Trustees of Deerfield Academy Defined Contribution Retirement Plan reported $156M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #3,220 in Educational Services (3,638 peers)
Where Trustees of Deerfield Academy Defined Contribution Retirement Plan sits by assets
Trustees of Deerfield Academy Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $156M for 421 participants (~$371,732/participant), up 9.6% in 2024.
- $156M
- total plan assets (2024 EOY)
- 421
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $371,732
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trustees of Deerfield Academy Defined Contribution Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Trustees of Deerfield Academy Defined Contribution Retirement Plan end-of-year assets rose from $143M in the plan year 2023 filing to $156M in the plan year 2024 filing.
- Trustees of Deerfield Academy Defined Contribution Retirement Plan reported participants rose from 399 in the plan year 2023 filing to 421 in the plan year 2024 filing.
Trustees of Deerfield Academy Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Trustees of Deerfield Academy Defined Contribution Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $156M |
| Net Income | $14M |
| Employer EIN | 042103563 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Deerfield Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $127M |
| 2023 | 1 | 399 | $143M |
| 2024 | 1 | 421 | $156M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Trustees of Deerfield Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Trustees of Deerfield Academy Defined Contribution Retirement Plan by total assets, not by location.
- Sheppard Pratt Health System 403(b) Retirement Plan (MD) $157M · 4,161
- Inova Health System 403(b) Plan (VA) $157M · 22,057
- Sun River Health, Inc. 403(b) Retirement Plan (NY) $157M · 1,838
- Gti Supplemental Retirement Annuity Plan (IL) $156M · 306
Frequently Asked Questions
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Ways to act on Trustees of Deerfield Academy Defined Contribution Retirement Plan's numbers.
- By total assets, Trustees of Deerfield Academy Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Trustees of Deerfield Academy's sponsor-wide assets have grown 22.9% since 2022 across 3 plan years on file. More Educational Services plans