Other · DOL Form 5500 · 2024
Allen Chase Foundation Dba Eaglebrook School Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 172
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $282,087
- Avg per participant High balance/head
Official DOL plan name: Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan · Sponsored by Allen Chase Foundation Dba Eaglebrook School · Massachusetts · Educational Services
$49M in assets, 172 participants
Allen Chase Foundation Dba Eaglebrook School's Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported $49M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,600 in Educational Services (3,638 peers)
Coverage in Massachusetts
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan covers 172 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $49M.
- #2,600
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan's outsized position by total assets
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,518,910 Top 16% higher than 84% 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
Allen-Chase Foundation Dba Eaglebrook School 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. Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan reported participants rose from 158 in the plan year 2023 filing to 172 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042108341 · Allen Chase Foundation Dba Eaglebrook School PY 2024 · Other
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan · $49M · 172 · 84th
- SCH $49M
- EBSA 172
- PART 84th
- TYPE Other
- NET near Northwestern College 403(b) DC Plan
- BOOK ind #2600
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 →
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $5M |
| Employer EIN | 042108341 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allen Chase Foundation Dba Eaglebrook School)
Sponsor-wide plan assets over time
All Allen Chase Foundation Dba Eaglebrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 24.477944780887086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $39M |
| 2023 | 1 | 158 | $44M |
| 2024 | 1 | 172 | $49M |
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
Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northwestern College 403(b) DC Plan in IA ($49M); by covered participants it is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) 172 · 0 off
- The Stony Brook School 403(b) Defined Contribution Plan (NY) 172 · 0 off
- Corporation for Supportive Housing Retirement Plan (NY) 172 · 0 off
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.