Other · DOL Form 5500 · 2024
Tabor Academy Retirement Plan
Data updated 2026-08-11
- $78M
- Total assets
- 218
- Participants
- 88th
- Percentile by assets
- $355,561
- Avg per participant
Official DOL plan name: Tabor Academy Defined Contribution Plan · Sponsored by Tabor Academy · Massachusetts · Educational Services
$78M in assets, 218 participants
Tabor Academy's Tabor Academy Defined Contribution Plan reported $78M in total assets and 218 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)
- #2,877 in Educational Services (3,638 peers)
Coverage in Massachusetts
Tabor Academy Defined Contribution Plan covers 218 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $78M.
- $78M
- total plan assets (2024 EOY)
- 218
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $355,561
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tabor Academy Defined Contribution Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Tabor Academy Defined Contribution Plan end-of-year assets rose from $70M in the plan year 2023 filing to $78M in the plan year 2024 filing.
- Tabor Academy Defined Contribution Plan reported participants rose from 210 in the plan year 2023 filing to 218 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Tabor Academy Defined Contribution Plan reports 218 participants - about 33% of that state average ($78M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $7M |
| Employer EIN | 042103632 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Tabor Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $61M |
| 2023 | 1 | 210 | $70M |
| 2024 | 1 | 218 | $78M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Tabor Academy Defined Contribution 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 Tabor Academy Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Tabor Academy Defined Contribution Plan assets move in 2024? ▼
How have Tabor Academy plan assets changed over time? ▼
Where does Tabor Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Tabor Academy Defined Contribution Plan? ▼
Next read for Tabor Academy Defined Contribution Plan
Filing takeaways
Ways to act on Tabor Academy Defined Contribution Plan's numbers.
- By total assets, Tabor Academy Defined Contribution 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
- Tabor Academy's sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Educational Services plans