Other · DOL Form 5500 · 2022

Holderness School Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
159
Participants Small participant base
84th
Percentile by assets National rank
$210,634
Avg per participant Above avg balance/head
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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.

  • #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.

#7,756
in Other Services (8,398 peers)
-14.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Holderness School DC Retirement Plan's outsized position 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 $2,050,000,000 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

Holderness School DC Retirement 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. Holderness School DC Retirement Plan sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 020147630 · Holderness School PY 2022 · Other

Holderness School DC Retirement Plan · $33M · 159 · 84th

  • PHOTO $33M
  • IND 159
  • EOY 84th
  • 5500 Other
  • ASSETS near Seneca Family of Agencies 403(b) Retirement Plan
  • PCT ind #7756

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 Other Services retirement plans → · Plans in New Hampshire →

Holderness School DC Retirement Plan in the asset neighbourhood

Wildwood Programs, Inc. Tax Deferred Annuity ProgramWildwood Programs, Inc. Tax …$34MSeneca Family of Agencies 403(b) Retirement PlanSeneca Family of Agencies 40…$34MMonell Chemical Senses Center 403(b) Defined Contribution PlanMonell Chemical Senses Cente…$34MHolderness School DC Retirement PlanHolderness School DC Retirem…$33MJobs for the Future, Inc. Retirement PlanJobs for the Future, Inc. Re…$33M
End-of-year total assets ($M) among Holderness School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Holderness School plans reported in each filing year

Latest sponsor-wide plan assets
$43M 26.951988062877057% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.5M $42.5M ▲ +27.0%
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 ($M) Participants Holderness School DC Retirement Plan, Total assets ($M): 33.490817 · Participants: 159Holderness School DC Retirement PlanDartmouth-Hitchcock Employee Investment Plan, Total assets ($M): 971.497026 · Participants: 10713Dartmouth-Hitchcock Employee Investment PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($M): 848.987653 · Participants: 3980Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($M): 340.679016 · Participants: 4670Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($M): 328.833809 · Participants: 77403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($M): 241.794072 · Participants: 2558Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
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 →

Holderness School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Seneca Family of Agencies 403(b) Retirement Plan in CA ($34M); by covered participants it is North, Inc. Employee Savings Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 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).
Which Other plans cover a similar participant headcount to Holderness School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (159 participants, $2M 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 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.