Other · DOL Form 5500 · 2022
The Williston Northampton School Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $236,288
- Avg per participant Above avg balance/head
Official DOL plan name: The Williston Northampton School Defined Contribution Retirement Plan · Sponsored by The Williston Northampton School · Massachusetts · Educational Services
$46M in assets, 196 participants
The Williston Northampton School's The Williston Northampton School Defined Contribution Retirement Plan reported $46M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,081 in Educational Services (4,024 peers)
Coverage in Massachusetts
The Williston Northampton School Defined Contribution Retirement Plan covers 196 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $46M.
- #3,081
- in Educational Services (4,024 peers)
- -15.9%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Williston Northampton School Defined Contribution Retirement Plan's outsized position by total assets
The Williston Northampton School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,312,501 Top 13% higher than 87% 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
The Williston Northampton School Defined Contribution 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. The Williston Northampton School Defined Contribution Retirement Plan sits mid-pack in the medium band (196 participants).
EBSA filing schedule strip
Filing strip 041975990 · The Williston Northampton School PY 2022 · Other
The Williston Northampton School Defined Contribution Retirement Plan · $46M · 196 · 87th
- PHOTO $46M
- IND 196
- EOY 87th
- 5500 Other
- ASSETS near Weirton Medical Center Supplemental Retirement Income Plan
- PCT ind #3081
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 →
The Williston Northampton School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $55M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$9M |
| Employer EIN | 041975990 |
| Plan Effective Date | 1962-12-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Williston Northampton School)
Sponsor-wide plan assets over time
All The Williston Northampton School plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 20.87803679615575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $46M |
| 2023 | 1 | 182 | $52M |
| 2024 | 1 | 193 | $56M |
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
The Williston Northampton School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Weirton Medical Center Supplemental Retirement Income Plan in WV ($46M); by covered participants it is University Emergency Medical Services, Inc. Defined Contribution Plan in NY (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- University Emergency Medical Services, Inc. Defined Contribution Plan (NY) 196 · 0 off
- Hadassah, the Womens Zionist Organization of America, Inc. 403(b) Plan (NY) 196 · 0 off
- Retirement Plan of Henkel Puerto Rico, Inc. (PR) 196 · 0 off
- 403(b) Thrift Plan of the Arc of Ventura County, Inc. (CA) 196 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.