Other · DOL Form 5500 · 2022

Holderness School Retirement Plan

Data updated 2026-08-11

$33M
Total assets
159
Participants
84th
Percentile by assets
$210,634
Avg per participant
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Official DOL plan name: Holderness School DC Retirement Plan · Sponsored by Holderness School · New Hampshire · Other Services

$33M in assets, 159 participants

Holderness School's Holderness School DC Retirement Plan reported $33M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #7,756 in Other Services (8,398 peers)

Where Holderness School DC Retirement Plan sits by assets

Holderness School DC Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 159 participants (~$210,634/participant), down 14.9% in 2022.

$33M
total plan assets (2022 EOY)
159
covered participants
84th
percentile by assets (of 139,126 plans)
$210,634
avg assets per participant

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Holderness School DC Retirement Plan sits by total assets

Holderness School DC Retirement Plan vs every filed plan by assets

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

$33,490,817 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New Hampshire
Industry
Other Services

Holderness School DC Retirement Plan vs the 2022 asset distribution

By assets, Holderness School DC Retirement Plan outranks 84% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$33M
Net Income-$6M
Employer EIN020147630
Plan Effective Date1967-03-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Holderness School)

$30M$35M$40M$45M 202220232024 $33.5M $42.5M ▲ +27.0%
Total plan assets by year, all Holderness School plans on file
Year Plans Participants Total Assets
2022 1 159 $33M
2023 1 171 $39M
2024 1 138 $43M

Nearby Other Plans in New Hampshire

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

Holderness School DC Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Holderness School DC…, Total assets ($M): 33.490817 · Participants: 159Holderness School DC…Dartmouth-Hitchcock …, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock …Supplemental Retirem…, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirem…Solutionhealth & Ell…, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Ell…403(b) Defined Contr…, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contr…Catholic Medical Cen…, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Cen…
Holderness School DC Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Holderness School DC Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Holderness School DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Holderness School DC Retirement Plan assets move in 2022? ▼
Holderness School DC Retirement Plan pulled back noticeably - down 14.9% during 2022, from $39M to $33M. Reported net income was -$6M.
How have Holderness School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holderness School's sponsor-wide assets grew 27.0%, from $33M to $43M.
Where does Holderness School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Holderness School DC Retirement Plan ranks in the 84th 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 Holderness School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Seneca Family of Agencies 403(b) Retirement Plan in CA ($34M, 1,416 participants).

Next read for Holderness School DC Retirement Plan

Scale reading

Ways to act on Holderness School DC Retirement Plan's numbers.

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 020147630.

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.