Other · DOL Form 5500 · 2024
Eagle Hill Foundation of Massachusetts Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 177
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $157,179
- Avg per participant Above avg balance/head
Official DOL plan name: Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan · Sponsored by Eagle Hill Foundation of Massachusetts Inc. · Massachusetts · Educational Services
$28M in assets, 177 participants
Eagle Hill Foundation of Massachusetts Inc.'s Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan reported $28M in total assets and 177 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,196 in Educational Services (3,638 peers)
Coverage in Massachusetts
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $28M.
- #2,196
- in Educational Services (3,638 peers)
- +14.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan's outsized position by total assets
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,820,662 Top 24% higher than 76% 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
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution 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. Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (177 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan reported participants rose from 167 in the plan year 2023 filing to 177 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042761985 · Eagle Hill Foundation of Massachusetts Inc. PY 2024 · Other
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan · $28M · 177 · 76th
- VS-ST $28M
- VS-ST 177
- VS-ST 76th
- VS-ST Other
- VS-ST near Institute for the Future DC Plan
- VS-ST ind #2196
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 →
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $4M |
| Employer EIN | 042761985 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eagle Hill Foundation of Massachusetts Inc.)
Sponsor-wide plan assets over time
All Eagle Hill Foundation of Massachusetts Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 35.98386728133953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $20M |
| 2023 | 1 | 167 | $24M |
| 2024 | 1 | 177 | $28M |
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
Eagle Hill Foundation of Massachusetts Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Institute for the Future DC Plan in CA ($28M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (177 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.