Back to filter
Original filing (PDF)20250408133045NAL0029802064001
BANCROFT SCHOOL
Form 5500
FILING_RECEIVED
BANCROFT SCHOOL DC RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
111
Accounts w/ balance
314
Plan assets (EOY)
$30.9M
Net assets (EOY)
$30.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BANCROFT SCHOOL.
Plan sponsor
Name
BANCROFT SCHOOL
EIN
04-2103861
Address
110 SHORE DRIVE · WORCESTER, MA · 016053198
Phone
(508) 853-2640
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
BOLLUS LYNCH, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $930K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $930K | 3.0% |
Related plans
Similar-size Educational Services plans
CARY INSTITUTE OF ECOSYSTEM STUDIES
CARY INSTITUTE DC PLAN
$30.8M · 53 participants
Y.AL.E. SCHOOL, INC.
Y.A.L.E. SCHOOL, INC. 401(K) SAVINGS PLAN
$30.8M · 95 participants
THE ASHEVILLE SCHOOL
THE ASHEVILLE SCHOOL RETIREMENT PLAN
$30.9M · 137 participants
THE DERRYFIELD SCHOOL
THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$30.9M · 173 participants
ASSOCIATION FOR MATERIALS PROTECTION AND PERFORMANCE
AMPP 401(K) THRIFT TRUST
$30.9M · 159 participants
THE RUSSIAN SCHOOL OF MATHEMATICS
THE RUSSIAN SCHOOL OF MATHEMATICS 401(K) PLAN
$30.8M · 749 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B