Money Purchase · DOL Form 5500 · 2024
Middlesex School Money Purchase Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $131,316
- Avg per participant Near avg balance/head
Official DOL plan name: Middlesex School Pension Account · Sponsored by Middlesex School · Massachusetts · Educational Services
$21M in assets, 158 participants
Middlesex School's Middlesex School Pension Account reported $21M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #1,956 in Educational Services (3,638 peers)
Coverage in Massachusetts
Middlesex School Pension Account covers 158 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #1,956
- in Educational Services (3,638 peers)
- +15.7%
- assets growth YoY
Middlesex School Pension Account's outsized position by total assets
Middlesex School Pension Account vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,747,929 Top 29% higher than 71% 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 Pension Account 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 Pension Account sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Middlesex School Pension Account reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Middlesex School Pension Account end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Middlesex School Pension Account reported participants rose from 150 in the plan year 2023 filing to 158 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042103821 · Middlesex School PY 2024 · Money Purchase
Middlesex School Pension Account · $21M · 158 · 71st
- 5500 $21M
- ASSETS 158
- PCT 71st
- EIN Money Purchase
- RANK near Safe Horizon 401(a) Retirement Savings Plan
- PHOTO ind #1956
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 Pension Account in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 042103821 |
| Plan Effective Date | 2007-09-01 |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Middlesex School Pension Account's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Safe Horizon 401(a) Retirement Savings Plan in NY ($21M); by covered participants it is West Virginia University Medical Corp. Charleston Division Retirement Plan in WV (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Safe Horizon 401(a) Retirement Savings Plan (NY) $21M · 667
- Catholic Health Association of the United States Money Purchase Pension Plan (MO) $21M · 74
- Alabama Housing Finance Authority Retirement Plan (AL) $21M · 145
- Western Pennsylvania Conservancy Money Purchase Pension Plan and Trust (PA) $21M · 187
Similar participant headcount
Nearest other-state filings by covered participants (158 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.