Other · DOL Form 5500 · 2022

Trustees of Westminster School, Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
151
Participants Small participant base
89th
Percentile by assets National rank
$377,750
Avg per participant High balance/head
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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.

  • #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.

#3,205
in Educational Services (4,024 peers)
-12.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Westminster School Defined Contribution Plan's outsized position by total assets

Westminster School Defined Contribution Plan vs every filed plan by assets

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

$57,040,289 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

Westminster School Defined Contribution 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 Defined Contribution Plan sits mid-pack in the medium band (151 participants).

Plan-year Form 5500 strip

Filing strip 060646960 · Trustees of Westminster School, Inc. PY 2022 · Other

Westminster School Defined Contribution Plan · $57M · 151 · 89th

  • BOY $57M
  • SCH 151
  • EBSA 89th
  • PART Other
  • TYPE near Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan
  • NET ind #3205

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 →

Westminster School Defined Contribution Plan in the asset neighbourhood

Hiram College Retirement Plan$57MTower Hill School Defined Contribution Retirement PlanTower Hill School Defined Co…$57MDurham Academy, Inc. Defined Contribution and Tax Deferred Annuity PlanDurham Academy, Inc. Defined…$57MWestminster School Defined Contribution PlanWestminster School Defined C…$57MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$57M
End-of-year total assets ($M) among Westminster School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$57M
Net Income-$8M
Employer EIN060646960
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Westminster School, Inc.)

Sponsor-wide plan assets over time

All Trustees of Westminster School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.53499588685464% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57M $68.8M ▲ +20.5%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Westminster School Defined Contribution Plan, Total assets ($B): 0.057040289 · Participants: 151Westminster School Defined Contribution PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Westminster School Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Westminster School Defined Contribution Plan side-by-side with 3 peers →

Westminster School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC ($57M); by covered participants it is Cetronia Ambulance Corps 403(b) Plan in PA (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Westminster School Defined Contribution Plan assets move in 2022? ▼
Westminster School Defined Contribution Plan pulled back noticeably - down 12.2% during 2022, from $65M to $57M. Reported net income was -$8M.
How have Trustees of Westminster School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Westminster School, Inc.'s sponsor-wide assets grew 20.5%, from $57M to $69M.
Where does Westminster School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Westminster School Defined Contribution 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 Westminster School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan in NC ($57M, 409 participants).
Which Other plans cover a similar participant headcount to Westminster School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Cetronia Ambulance Corps 403(b) Plan in PA (151 participants, $3M 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 060646960.

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.