Other · DOL Form 5500 · 2024
Trustees of Deerfield Academy Retirement Plan
Data updated 2026-08-25
- $156M
- Total assets Near avg plan size
- 421
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $371,732
- Avg per participant High balance/head
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.
- #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.
- #3,220
- in Educational Services (3,638 peers)
- +9.6%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Trustees of Deerfield Academy Defined Contribution Retirement Plan's outsized position by total assets
Trustees of Deerfield Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$156,499,373 Top 7% higher than 93% 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
Trustees of Deerfield Academy Defined Contribution 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. Trustees of Deerfield Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (421 participants).
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.
Plan-year Form 5500 strip
Filing strip 042103563 · Trustees of Deerfield Academy PY 2024 · Other
Trustees of Deerfield Academy Defined Contribution Retirement Plan · $156M · 421 · 93rd
- PART $156M
- PART 421
- PART 93rd
- PART Other
- PART near Sheppard Pratt Health System 403(b) Retirement Plan
- PART ind #3220
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 →
Trustees of Deerfield Academy Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of Deerfield Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 22.879691051109706% vs 2022
- 2024 filing year
| 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.
- 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
Trustees of Deerfield Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Sheppard Pratt Health System 403(b) Retirement Plan in MD ($157M); by covered participants it is Alliance Healthcare Services Employee Retirement Plan in TN (421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.