Other · DOL Form 5500 · 2024
Seven Hills Foundation, Inc. Retirement Plan
Data updated 2026-08-11
- $58M
- Total assets
- 1,155
- Participants
- 86th
- Percentile by assets
- $50,160
- Avg per participant
Official DOL plan name: Seven Hills Foundation Retirement Plan · Sponsored by Seven Hills Foundation, Inc. · Massachusetts · Other Services
$58M in assets, 1,155 participants
Seven Hills Foundation, Inc.'s Seven Hills Foundation Retirement Plan reported $58M in total assets and 1,155 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.
- 86th percentile by assets (of 123,622 plans)
- #7,244 in Other Services (7,719 peers)
Where Seven Hills Foundation Retirement Plan sits by assets
Seven Hills Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $58M for 1,155 participants (~$50,160/participant), up 14.2% in 2024.
- $58M
- total plan assets (2024 EOY)
- 1,155
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $50,160
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Seven Hills Foundation Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Seven Hills Foundation Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Seven Hills Foundation Retirement Plan reported participants rose from 1,088 in the plan year 2023 filing to 1,155 in the plan year 2024 filing.
Seven Hills Foundation Retirement Plan vs the 2024 asset distribution
By assets, Seven Hills Foundation Retirement Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $7M |
| Employer EIN | 043293659 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Seven Hills Foundation, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,027 | $41M |
| 2023 | 1 | 1,088 | $51M |
| 2024 | 1 | 1,155 | $58M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Seven Hills Foundation 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 Seven Hills Foundation Retirement Plan by total assets, not by location.
- Unity Health Care, Inc. 403(b) Plan (DC) $58M · 875
- Ole Health 403(b) Plan (CA) $58M · 867
- La Jewish Home for the Aging Retirement Plan (CA) $58M · 1,246
- Miss Porter's School 403(b) Retirement Plan (CT) $58M · 198
Frequently Asked Questions
How did Seven Hills Foundation Retirement Plan assets move in 2024? ▼
How have Seven Hills Foundation, Inc. plan assets changed over time? ▼
Where does Seven Hills Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Seven Hills Foundation Retirement Plan? ▼
Next read for Seven Hills Foundation Retirement Plan
Scale reading
Ways to act on Seven Hills Foundation Retirement Plan's numbers.
- By total assets, Seven Hills Foundation Retirement 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
- Seven Hills Foundation, Inc.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Other Services plans