Other · DOL Form 5500 · 2022
Applewild School Incorporated Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 37
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $154,348
- Avg per participant Above avg balance/head
Official DOL plan name: Applewild School 403(b) Plan · Sponsored by Applewild School Incorporated · Massachusetts · Educational Services
$6M in assets, 37 participants
Applewild School Incorporated's Applewild School 403(b) Plan reported $6M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.
- #1,517 in Educational Services (4,024 peers)
Applewild School Incorporated multi-year trail
Applewild School Incorporated's plans moved +38.2% in assets from 2022 to 2024; this filing shows Applewild School 403(b) Plan at $6M / 37 participants.
- #1,517
- in Educational Services (4,024 peers)
- -22.0%
- 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.
Applewild School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Applewild School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,710,879 Top 47% higher than 53% 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
Applewild School 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applewild School 403(b) Plan is a small filing (37 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 042225643 · Applewild School Incorporated PY 2022 · Other
Applewild School 403(b) Plan · $6M · 37 · 53rd
- IND $6M
- IND 37
- IND 53rd
- IND Other
- IND near The Eurasia Foundation Defined Contribution Retirement Plan
- IND ind #1517
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 →
Applewild School 403(b) Plan in the asset neighbourhood
Applewild School Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Applewild School Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 38.18352656394926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42 | $6M |
| 2023 | 1 | 49 | $7M |
| 2024 | 1 | 60 | $8M |
Applewild School Incorporated filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$2M |
| Employer EIN | 042225643 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Applewild School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Eurasia Foundation Defined Contribution Retirement Plan in DC ($6M); by covered participants it is Northeast Youth & Family Services 401(k) Plan in MN (37 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (37 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.