401(k) · DOL Form 5500 · 2022
Waterford Country School, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $62,638
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Waterford Country School, Inc. · Sponsored by Waterford Country School, Inc. · Connecticut · Educational Services
$11M in assets, 182 participants
Waterford Country School, Inc.'s 403(b) Thrift Plan for Employees of Waterford Country School, Inc. reported $11M in total assets and 182 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.
- #1,998 in Educational Services (4,024 peers)
Coverage in Connecticut
403(b) Thrift Plan for Employees of Waterford Country School, Inc. covers 182 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.
- #1,998
- in Educational Services (4,024 peers)
- -12.7%
- 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.
403(b) Thrift Plan for Employees of Waterford Country School, Inc.'s outsized position by total assets
403(b) Thrift Plan for Employees of Waterford Country School, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,400,038 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
403(b) Thrift Plan for Employees of Waterford Country School, Inc. 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. 403(b) Thrift Plan for Employees of Waterford Country School, Inc. sits mid-pack in the medium band (182 participants).
DOL schedule card
Filing strip 060861862 · Waterford Country School, Inc. PY 2022 · 401(k)
403(b) Thrift Plan for Employees of Waterford Country School, Inc. · $11M · 182 · 67th
- IND $11M
- IND 182
- IND 67th
- IND 401(k)
- IND near Vinton Steel, LLC 401(k) Profit Sharing Plan
- IND ind #1998
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 Connecticut →
403(b) Thrift Plan for Employees of Waterford Country School, Inc. in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 060861862 |
| Plan Effective Date | 1988-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterford Country School, Inc.)
Sponsor-wide plan assets over time
All Waterford Country School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 1.607485869783943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $11M |
| 2023 | 1 | 180 | $12M |
| 2024 | 1 | 151 | $11M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
403(b) Thrift Plan for Employees of Waterford Country School, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Vinton Steel, LLC 401(k) Profit Sharing Plan in TX ($11M); by covered participants it is Hillman Bus 401(k) in NJ (182 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 (182 participants); asset peers above are excluded.
- Hillman Bus 401(k) (NJ) 182 · 0 off
- Ethika Inc 401(k) Profit Sharing Plan and Trust (CA) 182 · 0 off
- The Sourcing Group Profit Sharing 401(k) Plan and Trust (NY) 182 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 182 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.