Defined-contribution retirement plan · Middlesex School's Middlesex School Discretionary Contribution Plan held $4.9M in plan assets for 12 participants in 2023.
Active participants
12
Accounts w/ balance
18
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan identifiers
Middlesex School's EIN is 04-2103821.
EIN 04-2103821
Plan number 004
Plan year 2023
ACK ID 20250612121715NAL0027245504001
Official Form 5500 document
Download the official 2023 Form 5500 (PDF) for Middlesex School from the U.S. Department of Labor's EFAST2 system.
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Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
