The Derryfield School Defined Contribution Retirement Plan — Form 5500 plan (The Derryfield School)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Derryfield School Defined Contribution Retirement Plan is a benefit plan reported by The Derryfield School under EIN 02-0265542 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $28,980,203 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$29MPlan net assets, end of year$28,980,203
Participants321Covered participants reported
Assets / participant$90.3KComputed: assets ÷ participants$90,281 (computed)
Provider compensation$46K1 Schedule C provider row(s)$45,966
- Plan sponsor
- The Derryfield School
- EIN
- 02-0265542
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321 | H, C | 20240724103206NAL0008057075001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$29M total assets
Net assets$29MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $28,980,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,980,203
- Net assets (BOY)
- $25,769,114
Income & contributions
- Employer contributions
- $421,726
- Participant contributions
- $629,543
- Total contributions
- $1,062,038
- Total income / additions
- $4,666,748
Expenses & distributions
- Benefits paid
- $1,409,693
- Administrative expenses
- $45,966
- Total expenses
- $1,455,659
- Net increase / (decrease)
- $3,211,089
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
40%60%
Employer 40%Participant 60%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company, N.A. | NONE | $45,966 | $0 | 2023 |