The Belmont Day School, Inc.403(b)

The Belmont Day School, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $25,712,312 across 254 participant accounts, with employer contributions averaging $3,971 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,112th-largest of 2,726 plans among Massachusetts employers on file, and the 1,406th of 3,091 in educational services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 95 to 109 since 2022.