How big is Middlesex School's plan?

Middlesex School's plan reported $17.9M in assets and 158 participants for 2023.

Original filing (PDF)20250613090328NAL0017727073001

Middlesex School

Name: Middlesex School — Middlesex School Pension Account, Form 5500 (2023)
Creator: Middlesex School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Middlesex School Pension Account

Defined-contribution retirement plan · Middlesex School's Middlesex School Pension Account held $17.9M in plan assets for 158 participants in 2023, with Fidelity as recordkeeper.

Active participants

158

Accounts w/ balance

267

Plan assets (EOY)

$17.9M

Net assets (EOY)

$17.9M

Plan identifiers

Middlesex School's EIN is 04-2103821.

EIN 04-2103821

Plan number 005

Plan year 2023

ACK ID 20250613090328NAL0017727073001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Middlesex School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Middlesex School's plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDDLESEX SCHOOL.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MIDDLESEX SCHOOL

EIN

all filings

Address

1400 LOWELL ROAD · P.O. BOX 9122 · CONCORD, MA · 01742

Phone

(978) 371-6589

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-13

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

RSM US LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENT	04-2647786	—	RECORDKEEPER	$36K	—

Investments

29 direct securities· $17.9M(100% of reported assets)

Other securities

$14.5M

15 holdings

Common Collective Trusts

$1.8M

8 holdings

Mutual Funds

$1.1M

4 holdings

Common Stocks

$370K

1 holding

Cash / Money Market

$87K

1 holding

					% of plan
VANG TARGET RET 2035 Mutual Fund	Other securities	—	—	$2.8M	15.8%
VANG TARGET RET 2040 Mutual Fund	Other securities	—	—	$2.4M	13.6%
VANG TARGET RET 2045 Mutual Fund	Other securities	—	—	$2.3M	13.0%
VANG TARGET RET 2030 Mutual Fund	Other securities	—	—	$2.0M	11.2%
VANG TARGET RET 2025 Mutual Fund	Other securities	—	—	$1.4M	7.7%
VANG TARGET RET 2050 Mutual Fund	Other securities	—	—	$1.2M	6.7%
FID 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$1.2M	6.5%
VANG TARGET RET 2055 Mutual Fund	Other securities	—	—	$1.0M	5.8%
FID BLUE CHIP GR K Mutual Fund	Mutual Funds	—	—	$644K	3.6%
VANG TARGET RET 2020 Mutual Fund	Other securities	—	—	$566K	3.2%
VANG TARGET RET 2060 Mutual Fund	Other securities	—	—	$403K	2.2%
VANG TARGET RET INC Mutual Fund	Common Stocks	—	—	$370K	2.1%
FID US BOND IDX Mutual Fund	Common Collective Trusts	—	—	$284K	1.6%
FID INTL INDEX Mutual Fund	Mutual Funds	—	—	$255K	1.4%
PUTN LG CAP VAL R6 Mutual Fund	Other securities	—	—	$221K	1.2%
MFS MID CAP VALUE R6 Mutual Fund	Mutual Funds	—	—	$144K	0.8%
FID MID CAP IDX Mutual Fund	Common Collective Trusts	—	—	$123K	0.7%
GABELLI US MM I Money Market	Cash / Money Market	—	—	$87K	0.5%
MFS MID CAP GRTH R6 Mutual Fund	Mutual Funds	—	—	$76K	0.4%
FID EMRG MKTS IDX Mutual Fund	Common Collective Trusts	—	—	$72K	0.4%
FID SM CAP IDX Mutual Fund	Common Collective Trusts	—	—	$65K	0.4%
FID INFL PR BD IDX Mutual Fund	Common Collective Trusts	—	—	$57K	0.3%
COL SM CAP GRTH I3 Mutual Fund	Other securities	—	—	$35K	0.2%
FID REAL ESTATE IDX Mutual Fund	Common Collective Trusts	—	—	$32K	0.2%
CALVERT BALANCED I Mutual Fund	Other securities	—	—	$20K	0.1%
VG TL INTL BD IDX AD Mutual Fund	Common Collective Trusts	—	—	$10K	<0.1%
AQR RB CMD STRAT R6 Mutual Funds	Other securities	—	—	$6K	<0.1%
STD STABLE ASSET 2 Fixed Annuity Contract	Other securities	—	—	$4K	<0.1%
MM HIGH YIELD I Mutual Fund	Other securities	—	—	$1K	<0.1%