Other · DOL Form 5500 · 2024
Inly School Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $57,972
- Avg per participant Low balance/head
Official DOL plan name: Inly School 403(b) DC Plan · Sponsored by Inly School · Massachusetts · Educational Services
$7M in assets, 122 participants
Inly School's Inly School 403(b) DC Plan reported $7M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #1,172 in Educational Services (3,638 peers)
Coverage in Massachusetts
Inly School 403(b) DC Plan covers 122 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.
- #1,172
- in Educational Services (3,638 peers)
- +14.0%
- assets growth YoY
Inly School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Inly School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,072,590 48th percentile higher than 48% 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
Inly School 403(b) DC 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. Inly School 403(b) DC Plan sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Inly School 403(b) DC Plan reported net income rose from $423K in the plan year 2023 filing to $870K in the plan year 2024 filing.
- Inly School 403(b) DC Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Inly School 403(b) DC Plan reported participants rose from 110 in the plan year 2023 filing to 122 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042526455 · Inly School PY 2024 · Other
Inly School 403(b) DC Plan · $7M · 122 · 48th
- TYPE $7M
- NET 122
- BOOK 48th
- VS-ST Other
- BOY near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis
- SCH ind #1172
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 →
Inly School 403(b) DC Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $870K |
| Employer EIN | 042526455 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inly School)
Sponsor-wide plan assets over time
All Inly School plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 14.027722289560465% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 110 | $6M |
| 2024 | 1 | 122 | $7M |
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
Inly School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis in MN ($7M); by covered participants it is Community Living and Learning, Inc. Tax Sheltered Annuity Plan in PA (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Jewish Family and Children's Service of Minneapolis (MN) $7M · 124
- Dollar Energy Fund, Inc. 403(b) Plan (PA) $7M · 109
- Ararat Home Retirement Plan (CA) $7M · 576
- 401(k) Profit Sharing Plan for Employees of Valle Del Sol, Incorporated (AZ) $7M · 459
Similar participant headcount
Nearest other-state filings by covered participants (122 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.