Other · DOL Form 5500 · 2022
Trustees of Westminster School, Inc. Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 151
- Participants
- 89th
- Percentile by assets
- $377,750
- Avg per participant
Official DOL plan name: Westminster School Defined Contribution Plan · Sponsored by Trustees of Westminster School, Inc. · Connecticut · Educational Services
$57M in assets, 151 participants
Trustees of Westminster School, Inc.'s Westminster School Defined Contribution Plan reported $57M in total assets and 151 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.
- 89th percentile by assets (of 139,126 plans)
- #3,205 in Educational Services (4,024 peers)
Coverage in Connecticut
Westminster School Defined Contribution Plan covers 151 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $57M.
- $57M
- total plan assets (2022 EOY)
- 151
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $377,750
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Westminster School Defined Contribution Plan reports 151 participants - about 21% of that state average ($57M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$8M |
| Employer EIN | 060646960 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Westminster School, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $57M |
| 2023 | 1 | 162 | $64M |
| 2024 | 1 | 176 | $69M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
Westminster School Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to Westminster School Defined Contribution Plan by total assets, not by location.
Frequently Asked Questions
How did Westminster School Defined Contribution Plan assets move in 2022? ▼
How have Trustees of Westminster School, Inc. plan assets changed over time? ▼
Where does Westminster School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Next read for Westminster School Defined Contribution …
Filing takeaways
Ways to act on Westminster School Defined Contribution Plan's numbers.
- By total assets, Westminster School Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Trustees of Westminster School, Inc.'s sponsor-wide assets have grown 20.5% since 2022 across 3 plan years on file. More Educational Services plans