Other · DOL Form 5500 · 2022

The Winsor School Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
141
Participants Small participant base
89th
Percentile by assets National rank
$379,070
Avg per participant High balance/head
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Official DOL plan name: Winsor School 403b Plan · Sponsored by The Winsor School · Massachusetts · Educational Services

$53M in assets, 141 participants

The Winsor School's Winsor School 403b Plan reported $53M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,172 in Educational Services (4,024 peers)

Coverage in Massachusetts

Winsor School 403b Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $53M.

#3,172
in Educational Services (4,024 peers)
-12.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winsor School 403b Plan's outsized position by total assets

Winsor School 403b Plan vs every filed plan by assets

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

$53,448,831 Top 11% higher than 89% 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

Winsor School 403b 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. Winsor School 403b Plan sits mid-pack in the medium band (141 participants).

DOL schedule card

Filing strip 042105842 · The Winsor School PY 2022 · Other

Winsor School 403b Plan · $53M · 141 · 89th

  • BOY $53M
  • BOY 141
  • BOY 89th
  • BOY Other
  • BOY near Franklin College 403(b) Retirement and Tax Deferred Annuity Plan
  • BOY ind #3172

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 →

Winsor School 403b Plan in the asset neighbourhood

Friends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$54MSt. George's School Defined Contribution Retirement PlanSt. George's School Defined …$54MWinsor School 403b Plan$53MFranklin College 403(b) Retirement and Tax Deferred Annuity PlanFranklin College 403(b) Reti…$53MBeloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$53M
End-of-year total assets ($M) among Winsor School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$53M
Net Income-$7M
Employer EIN042105842
Plan Effective Date1969-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Winsor School)

Sponsor-wide plan assets over time

All The Winsor School plans reported in each filing year

Latest sponsor-wide plan assets
$66M 24.173628792741976% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.5M $66.4M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 141 $53M
2023 1 135 $59M
2024 1 126 $66M

Nearby Other Plans in Massachusetts

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

Winsor School 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Winsor School 403b Plan, Total assets ($B): 0.053448831 · Participants: 141Winsor School 403b 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
Winsor School 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Winsor School 403b Plan side-by-side with 3 peers →

Winsor School 403b Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN ($53M); by covered participants it is William Penn University 403(b) DC Plan in IA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Winsor School 403b Plan assets move in 2022? ▼
Winsor School 403b Plan pulled back noticeably - down 12.2% during 2022, from $61M to $53M. Reported net income was -$7M.
How have The Winsor School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Winsor School's sponsor-wide assets grew 24.2%, from $53M to $66M.
Where does Winsor School 403b Plan rank by assets among Form 5500 filers? ▼
Winsor School 403b Plan ranks in the 89th 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 Winsor School 403b Plan? ▼
Among Other plans in other states, the closest by assets is Franklin College 403(b) Retirement and Tax Deferred Annuity Plan in IN ($53M, 272 participants).
Which Other plans cover a similar participant headcount to Winsor School 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is William Penn University 403(b) DC Plan in IA (141 participants, $25M 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 042105842.

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.