Other · DOL Form 5500 · 2022
The Windward School Retirement Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 402
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $164,570
- Avg per participant Above avg balance/head
Official DOL plan name: Windward School Retirement Plan · Sponsored by The Windward School · New York · Educational Services
$66M in assets, 402 participants
The Windward School's Windward School Retirement Plan reported $66M in total assets and 402 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #3,285 in Educational Services (4,024 peers)
Where Windward School Retirement Plan sits by assets
Windward School Retirement Plan sits in the top 10% of all filed plans by assets, $66M for 402 participants (~$164,570/participant), down 10.3% in 2022.
- #3,285
- in Educational Services (4,024 peers)
- -10.3%
- assets change YoY
- 0.7×
- 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.
Windward School Retirement Plan's outsized position by total assets
Windward School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,157,278 Top 10% higher than 90% 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
Windward School 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. Windward School Retirement Plan sits mid-pack in the medium band (402 participants).
Plan-year Form 5500 strip
Filing strip 131740499 · The Windward School PY 2022 · Other
Windward School Retirement Plan · $66M · 402 · 90th
- NET $66M
- BOOK 402
- VS-ST 90th
- BOY Other
- SCH near Flint Hill 403(b) DC and Tda Plan
- EBSA ind #3285
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 New York →
Windward School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$8M |
| Employer EIN | 131740499 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Windward School)
Sponsor-wide plan assets over time
All The Windward School plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 31.543713149745972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 402 | $66M |
| 2023 | 1 | 388 | $77M |
| 2024 | 1 | 434 | $87M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Windward School Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Flint Hill 403(b) DC and Tda Plan in VA ($66M); by covered participants it is Employee Benefit Plan of U.S. Committee for Refugees and Immigrants, Inc. in VA (402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
Similar participant headcount
Nearest other-state filings by covered participants (402 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.