Other · DOL Form 5500 · 2022
Westminster School Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 121
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $91,732
- Avg per participant Below avg balance/head
Official DOL plan name: Westminster School 403(b) DC Plan · Sponsored by Westminster School · Oklahoma · Educational Services
$11M in assets, 121 participants
Westminster School's Westminster School 403(b) DC Plan reported $11M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #1,983 in Educational Services (4,024 peers)
Coverage in Oklahoma
Westminster School 403(b) DC Plan covers 121 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.
- #1,983
- in Educational Services (4,024 peers)
- -14.3%
- 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.
Westminster School 403(b) DC Plan's outsized position by total assets
Westminster School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,099,614 Top 33% higher than 67% 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
Westminster School 403(b) DC 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. Westminster School 403(b) DC Plan sits mid-pack in the medium band (121 participants).
Published 5500 schedule card
Filing strip 730730839 · Westminster School PY 2022 · Other
Westminster School 403(b) DC Plan · $11M · 121 · 67th
- BOY $11M
- BOY 121
- BOY 67th
- BOY Other
- BOY near Brentwood Academy Defined Contribution Plan
- BOY ind #1983
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 Oklahoma →
Westminster School 403(b) DC Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 730730839 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster School)
Sponsor-wide plan assets over time
All Westminster School plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.07488855017841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $11M |
| 2023 | 1 | 120 | $12M |
| 2024 | 1 | 127 | $13M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $814M · 11,261
- The University of Tulsa Defined Contribution Retirement Plan $368M · 1,164
- Saint Francis Health System, Inc. 403(b) Savings P $299M · 930
- Oral Roberts University Retirement Plan $64M · 507
- Oklahoma Christian University Defined Contribution Retirement Plan $46M · 274
Westminster School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Brentwood Academy Defined Contribution Plan in TN ($11M); by covered participants it is Pomona Community Health Center 403(b) Plan in CA (121 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 (121 participants); asset peers above are excluded.
- Pomona Community Health Center 403(b) Plan (CA) 121 · 0 off
- Soledad Enrichment Action Retirement Plan (CA) 121 · 0 off
- Kansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity Plan (MO) 121 · 0 off
- Solomon Schechter Day School Defined Contribution Retirement Plan (MA) 121 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.