Other · DOL Form 5500 · 2024

Tabor Academy Retirement Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
218
Participants Below avg headcount
88th
Percentile by assets National rank
$355,561
Avg per participant High balance/head
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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.

  • #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.

#2,877
in Educational Services (3,638 peers)
+10.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Tabor Academy Defined Contribution Plan's outsized position by total assets

Tabor Academy Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$77,512,259 Top 12% higher than 88% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tabor Academy Defined Contribution 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. Tabor Academy Defined Contribution Plan sits mid-pack in the medium band (218 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042103632 · Tabor Academy PY 2024 · Other

Tabor Academy Defined Contribution Plan · $78M · 218 · 88th

  • TYPE $78M
  • NET 218
  • BOOK 88th
  • VS-ST Other
  • BOY near Connecticut Institute for the Blind, Inc. Section 403(b) Plan
  • SCH ind #2877

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 →

Tabor Academy Defined Contribution Plan in the asset neighbourhood

Transylvania University Retirement PlanTransylvania University Reti…$78MTabor Academy Defined Contribution PlanTabor Academy Defined Contri…$78MConnecticut Institute for the Blind, Inc. Section 403(b) PlanConnecticut Institute for th…$77MUniversity of Maryland Capital Region Health Retirement Savings PlanUniversity of Maryland Capit…$77MWoodberry Forest School Defined Contribution Retirement PlanWoodberry Forest School Defi…$77M
End-of-year total assets ($M) among Tabor Academy Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$78M
Net Income$7M
Employer EIN042103632
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tabor Academy)

Sponsor-wide plan assets over time

All Tabor Academy plans reported in each filing year

Latest sponsor-wide plan assets
$78M 26.38782703670387% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $61.3M $77.5M ▲ +26.4%
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 Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Tabor Academy Defined Contribution Plan, Total assets ($B): 0.077512259 · Participants: 218Tabor Academy Defined Contribution PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Tabor Academy Defined Contribution Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tabor Academy Defined Contribution Plan side-by-side with 3 peers →

Tabor Academy Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Connecticut Institute for the Blind, Inc. Section 403(b) Plan in CT ($77M); by covered participants it is University of Northwestern Ohio 403(b) DC in OH (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tabor Academy Defined Contribution Plan assets move in 2024? ▼
Tabor Academy Defined Contribution Plan grew at a solid clip - up 10.5% during 2024, from $70M to $78M. Reported net income was $7M.
How have Tabor Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tabor Academy's sponsor-wide assets grew 26.4%, from $61M to $78M.
Where does Tabor Academy Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Tabor Academy Defined Contribution Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tabor Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Connecticut Institute for the Blind, Inc. Section 403(b) Plan in CT ($77M, 955 participants).
Which Other plans cover a similar participant headcount to Tabor Academy Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Northwestern Ohio 403(b) DC in OH (218 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103632.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.