Other · DOL Form 5500 · 2022

Wilbraham and Monson Academy Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
150
Participants Small participant base
79th
Percentile by assets National rank
$154,153
Avg per participant Above avg balance/head
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Official DOL plan name: Wilbraham and Monson Academy Defined Contribution Retirement Plan · Sponsored by Wilbraham and Monson Academy · Massachusetts · Educational Services

$23M in assets, 150 participants

Wilbraham and Monson Academy's Wilbraham and Monson Academy Defined Contribution Retirement Plan reported $23M in total assets and 150 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,572 in Educational Services (4,024 peers)

Coverage in Massachusetts

Wilbraham and Monson Academy Defined Contribution Retirement Plan covers 150 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.

#2,572
in Educational Services (4,024 peers)
-12.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wilbraham and Monson Academy Defined Contribution Retirement Plan's outsized position by total assets

Wilbraham and Monson Academy Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,122,889 Top 21% higher than 79% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Wilbraham and Monson Academy 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. Wilbraham and Monson Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (150 participants).

Plan-year Form 5500 strip

Filing strip 042105838 · Wilbraham and Monson Academy PY 2022 · Other

Wilbraham and Monson Academy Defined Contribution Retirement Plan · $23M · 150 · 79th

  • RANK $23M
  • RANK 150
  • RANK 79th
  • RANK Other
  • RANK near Tennessee Aquarium Retirement Plan
  • RANK ind #2572

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 →

Wilbraham and Monson Academy Defined Contribution Retirement Plan in the asset neighbourhood

Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanRocky Mountain Elk Foundatio…$23MTennessee Aquarium Retirement PlanTennessee Aquarium Retiremen…$23MWilbraham and Monson Academy Defined Contribution Retirement PlanWilbraham and Monson Academy…$23MLiberty Science Center Defined Contribution Retirement PlanLiberty Science Center Defin…$23MThe Winchester Thurston School 403(b) Retirement PlanThe Winchester Thurston Scho…$23M
End-of-year total assets ($M) among Wilbraham and Monson Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$3M
Employer EIN042105838
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wilbraham and Monson Academy)

Sponsor-wide plan assets over time

All Wilbraham and Monson Academy plans reported in each filing year

Latest sponsor-wide plan assets
$30M 31.523137095887975% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.1M $30.4M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 150 $23M
2023 1 129 $27M
2024 1 132 $30M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Wilbraham and Monson Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Wilbraham and Monson Academy Defined Contribution Retirement Plan, Total assets ($B): 0.023122889 · Participants: 150Wilbraham and Monson Academy Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Wilbraham and Monson Academy Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Wilbraham and Monson Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Wilbraham and Monson Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Tennessee Aquarium Retirement Plan in TN ($23M); by covered participants it is The Trevor Project, Inc. 403(b) Plan in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wilbraham and Monson Academy Defined Contribution Retirement Plan assets move in 2022? ▼
Wilbraham and Monson Academy Defined Contribution Retirement Plan pulled back noticeably - down 12.6% during 2022, from $26M to $23M. Reported net income was -$3M.
How have Wilbraham and Monson Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wilbraham and Monson Academy's sponsor-wide assets grew 31.5%, from $23M to $30M.
Where does Wilbraham and Monson Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Wilbraham and Monson Academy Defined Contribution Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Wilbraham and Monson Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tennessee Aquarium Retirement Plan in TN ($23M, 181 participants).
Which Other plans cover a similar participant headcount to Wilbraham and Monson Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Trevor Project, Inc. 403(b) Plan in CA (150 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042105838.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.