Other · DOL Form 5500 · 2024
Concord Academy Retirement Plan
Data updated 2026-08-11
- $74M
- Total assets
- 308
- Participants
- 88th
- Percentile by assets
- $238,935
- Avg per participant
Official DOL plan name: Concord Academy Defined Contribution and Tax-Deferred Annuity Plan · Sponsored by Concord Academy · Massachusetts · Educational Services
$74M in assets, 308 participants
Concord Academy's Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported $74M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #2,850 in Educational Services (3,638 peers)
Coverage in Massachusetts
Concord Academy Defined Contribution and Tax-Deferred Annuity Plan covers 308 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $74M.
- $74M
- total plan assets (2024 EOY)
- 308
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $238,935
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported participants rose from 254 in the plan year 2023 filing to 308 in the plan year 2024 filing.
- Concord Academy Defined Contribution and Tax-Deferred Annuity Plan end-of-year assets rose from $67M in the plan year 2023 filing to $74M in the plan year 2024 filing.
- Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Concord Academy Defined Contribution and Tax-Deferred Annuity Plan reports 308 participants - about 47% of that state average ($74M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | $7M |
| Employer EIN | 041200600 |
| Plan Effective Date | 1949-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Concord Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $60M |
| 2023 | 1 | 254 | $67M |
| 2024 | 1 | 308 | $74M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Concord Academy Defined Contribution and Tax-Deferred Annuity 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 Concord Academy Defined Contribution and Tax-Deferred Annuity Plan by total assets, not by location.
- Trevor Day School Retirement and Savings Plan (NY) $74M · 190
- Golden Gate Regional Center 403(b) Plan (CA) $74M · 308
- The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions (NY) $74M · 1,831
- United Nations International School Tax Deferred Annuity Plan (NY) $74M · 206
Frequently Asked Questions
How did Concord Academy Defined Contribution and Tax-Deferred Annuity Plan assets move in 2024? ▼
How have Concord Academy plan assets changed over time? ▼
Where does Concord Academy Defined Contribution and Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Concord Academy Defined Contribution and Tax-Deferred Annuity Plan? ▼
Next read for Concord Academy Defined Contribution and…
Filing takeaways
Ways to act on Concord Academy Defined Contribution and Tax-Deferred Annuity Plan's numbers.
- By total assets, Concord Academy Defined Contribution and Tax-Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Concord Academy's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans