Other · DOL Form 5500 · 2024
Seven Hills Foundation, Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 1,155
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $50,160
- Avg per participant Low balance/head
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.
- #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.
- #7,244
- in Other Services (7,719 peers)
- +14.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Seven Hills Foundation Retirement Plan's outsized position by total assets
Seven Hills Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,934,575 Top 14% higher than 86% 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
Seven Hills Foundation Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seven Hills Foundation Retirement Plan lands in the large band (1,155 participants).
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.
Form 5500 schedule snapshot
Filing strip 043293659 · Seven Hills Foundation, Inc. PY 2024 · Other
Seven Hills Foundation Retirement Plan · $58M · 1,155 · 86th
- VS-ST $58M
- BOY 1,155
- SCH 86th
- EBSA Other
- PART near Unity Health Care, Inc. 403(b) Plan
- TYPE ind #7244
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 Other Services retirement plans → · Plans in Massachusetts →
Seven Hills Foundation Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Seven Hills Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 41.250218057461844% vs 2022
- 2024 filing year
| 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.
- 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
Seven Hills Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Unity Health Care, Inc. 403(b) Plan in DC ($58M); by covered participants it is Wheeler Clinic, Inc. 403(b) Plan in CT (1,155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,155 participants); asset peers above are excluded.
- Wheeler Clinic, Inc. 403(b) Plan (CT) 1,155 · 0 off
- Shore Health System, Inc. 401(k) Plan (MD) 1,154 · 1 off
- Src, Inc. 403(b) Retirement Plan (NY) 1,157 · 2 off
- Child Care Resource Center 403b Retirement Savings Plan (CA) 1,158 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.