Other · DOL Form 5500 · 2024
Bancroft School Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $292,806
- Avg per participant High balance/head
Official DOL plan name: Bancroft School DC Retirement Plan · Sponsored by Bancroft School · Massachusetts · Educational Services
$33M in assets, 111 participants
Bancroft School's Bancroft School DC Retirement Plan reported $33M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #2,307 in Educational Services (3,638 peers)
Coverage in Massachusetts
Bancroft School DC Retirement Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $33M.
- #2,307
- in Educational Services (3,638 peers)
- +5.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bancroft School DC Retirement Plan's outsized position by total assets
Bancroft School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,501,481 Top 22% higher than 78% 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
Bancroft School DC Retirement 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. Bancroft School DC Retirement Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bancroft School DC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Bancroft School DC Retirement Plan end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Bancroft School DC Retirement Plan reported participants fell from 113 in the plan year 2023 filing to 111 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103861 · Bancroft School PY 2024 · Other
Bancroft School DC Retirement Plan · $33M · 111 · 78th
- 5500 $33M
- ASSETS 111
- PCT 78th
- EIN Other
- RANK near Spalding University Defined Contribution Retirement Plan
- PHOTO ind #2307
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 →
Bancroft School DC Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 042103861 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bancroft School)
Sponsor-wide plan assets over time
All Bancroft School plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 13.376407660937803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $29M |
| 2023 | 1 | 113 | $31M |
| 2024 | 1 | 111 | $33M |
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
Bancroft School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Spalding University Defined Contribution Retirement Plan in KY ($33M); by covered participants it is Camino Health Center Retirement Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 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.