Other · DOL Form 5500 · 2022
Windward School Inc Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 168
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $218,524
- Avg per participant Above avg balance/head
Official DOL plan name: Windward School Defined Contribution Retirement Plan · Sponsored by Windward School Inc · California · Educational Services
$37M in assets, 168 participants
Windward School Inc's Windward School Defined Contribution Retirement Plan reported $37M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #2,917 in Educational Services (4,024 peers)
Coverage in California
Windward School Defined Contribution Retirement Plan covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $37M.
- #2,917
- in Educational Services (4,024 peers)
- -11.6%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Windward School Defined Contribution Retirement Plan's outsized position by total assets
Windward School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$36,712,103 Top 15% higher than 85% 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
Windward 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. Windward School Defined Contribution Retirement Plan sits mid-pack in the medium band (168 participants).
Form 5500 schedule snapshot
Filing strip 952701337 · Windward School Inc PY 2022 · Other
Windward School Defined Contribution Retirement Plan · $37M · 168 · 85th
- PHOTO $37M
- IND 168
- EOY 85th
- 5500 Other
- ASSETS near Shore Medical Center 403(b) Plan
- PCT ind #2917
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 California →
Windward School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | -$5M |
| Employer EIN | 952701337 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Windward School Inc)
Sponsor-wide plan assets over time
All Windward School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 33.223019122603795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $37M |
| 2023 | 1 | 161 | $43M |
| 2024 | 1 | 170 | $49M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Windward School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Shore Medical Center 403(b) Plan in NJ ($37M); by covered participants it is Nevada Donor Network 403(b) Plan in NV (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Shore Medical Center 403(b) Plan (NJ) $37M · 459
- Burke Rehabilitation Hospital 403(b) Plan (NY) $37M · 1,213
- Special People in Northeast, Inc. 403(b) Plan (PA) $37M · 1,102
- Retirement Plan for Employees of New England Donor Services, Inc. (MA) $37M · 233
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Nevada Donor Network 403(b) Plan (NV) 168 · 0 off
- Codac, Inc. 403(b) Plan (RI) 168 · 0 off
- Vermont Law School Retirement Plan (VT) 168 · 0 off
- Anibic 403(b) Plan (NY) 168 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.