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Sponsor portfolio

MIDDLESEX SCHOOL

EIN 04-2103821-Educational Services-Latest filing 2025
Plans
3
Retirement
3
$52.9M assets
Welfare
0
Participants
640
1400 LOWELL ROAD, P.O. BOX 9122 - CONCORD, MA 01742978-371-6589
Plans on this EIN
3 filings
#003403b-$27.1M - 350 part#005MoneyPurchase-$20.7M - 275 part#004ProfitSharing-$5.1M - 15 part

Retirement portfolio analytics

3 plans aggregated / $52.9M assets / 640 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MIDDLESEX SCHOOL Savings (#003)51%
  • SCHOOL PENSION ACCOUNT (#005)39%
  • DISCRETIONARY CONTRIBUTION PLA... (#004)10%
Total $52.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MIDDLESEX SCHOOL Savings (#003)350
  • SCHOOL PENSION ACCOUNT (#005)275
  • DISCRETIONARY CONTRIBUTION PLA... (#004)15
Total 640Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MIDDLESEX SCHOOL SAVINGS PLAN

403b

Assets$27.1M
Participants350
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MIDDLESEX SCHOOL PENSION ACCOUNT

MoneyPurchase

Assets$20.7M
Participants275
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLAN

ProfitSharing

Assets$5.1M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003MIDDLESEX SCHOOL SAVINGS PLAN403b$27.1M3502025
005MIDDLESEX SCHOOL PENSION ACCOUNTMoneyPurchase$20.7M2752025
004MIDDLESEX SCHOOL DISCRETIONARY CONTRIBUTION PLANProfitSharing$5.1M152025
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