Other · DOL Form 5500 · 2024
Middlesex School Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 207
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $130,739
- Avg per participant Near avg balance/head
Official DOL plan name: Middlesex School Savings Plan · Sponsored by Middlesex School · Massachusetts · Educational Services
$27M in assets, 207 participants
Middlesex School's Middlesex School Savings Plan reported $27M in total assets and 207 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.
- #2,178 in Educational Services (3,638 peers)
Coverage in Massachusetts
Middlesex School Savings Plan covers 207 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.
- #2,178
- in Educational Services (3,638 peers)
- +13.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Middlesex School Savings Plan's outsized position by total assets
Middlesex School Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,062,900 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
Middlesex School Savings 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. Middlesex School Savings Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middlesex School Savings Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Middlesex School Savings Plan reported participants rose from 178 in the plan year 2023 filing to 207 in the plan year 2024 filing.
- Middlesex School Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042103821 · Middlesex School PY 2024 · Other
Middlesex School Savings Plan · $27M · 207 · 76th
- EBSA $27M
- PART 207
- TYPE 76th
- NET Other
- BOOK near Section 403(b) Retirement Plan for Employees of Odyssey House, Inc.
- VS-ST ind #2178
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 →
Middlesex School Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 042103821 |
| Plan Effective Date | 1980-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Middlesex School)
Sponsor-wide plan assets over time
All Middlesex School plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 35.98415352740078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 251 | $35M |
| 2023 | 2 | 328 | $42M |
| 2024 | 2 | 365 | $48M |
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
Middlesex School Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Section 403(b) Retirement Plan for Employees of Odyssey House, Inc. in NY ($27M); by covered participants it is Lincoln Primary Care Center, Inc. 403(b) DC Plan in WV (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- Lincoln Primary Care Center, Inc. 403(b) DC Plan (WV) 207 · 0 off
- Colorado Health Benefit Exchange 403(b) Plan (CO) 207 · 0 off
- Bashor Children's Home 403(b) Plan (IN) 207 · 0 off
- Watts Healthcare Corporation Money Purchase Plan (CA) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.