Other · DOL Form 5500 · 2022
Winchendon School Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $69,221
- Avg per participant Below avg balance/head
Official DOL plan name: Winchendon School 403(b) Retirement Plan · Sponsored by Winchendon School · Massachusetts · Educational Services
$11M in assets, 165 participants
Winchendon School's Winchendon School 403(b) Retirement Plan reported $11M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 68th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,001 in Educational Services (4,024 peers)
Coverage in Massachusetts
Winchendon School 403(b) Retirement Plan covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $11M.
- #2,001
- in Educational Services (4,024 peers)
- -17.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Winchendon School 403(b) Retirement Plan's outsized position by total assets
Winchendon School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,421,529 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Winchendon School 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winchendon School 403(b) Retirement Plan sits mid-pack in the medium band (165 participants).
DOL schedule card
Filing strip 050270487 · Winchendon School PY 2022 · Other
Winchendon School 403(b) Retirement Plan · $11M · 165 · 68th
- EOY $11M
- EOY 165
- EOY 68th
- EOY Other
- EOY near Options for Community Living, Inc. 403(b) Thrift Plan
- EOY ind #2001
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →
Winchendon School 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 050270487 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winchendon School)
Sponsor-wide plan assets over time
All Winchendon School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 37.531673736502356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $11M |
| 2023 | 1 | 173 | $14M |
| 2024 | 1 | 149 | $16M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Winchendon School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Options for Community Living, Inc. 403(b) Thrift Plan in NY ($11M); by covered participants it is Three Rivers Hospital 403b Plan in TN (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Three Rivers Hospital 403b Plan (TN) 165 · 0 off
- Kimbell Art Museum Retirement Plan (TX) 165 · 0 off
- Hoffmann Hospice 403(b) Plan (CA) 165 · 0 off
- Window to the World Communications, Inc. Defined Contribution Retirement Plan (IL) 165 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.