Other · DOL Form 5500 · 2022
Winchester Thurston School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $159,985
- Avg per participant Above avg balance/head
Official DOL plan name: The Winchester Thurston School 403(b) Retirement Plan · Sponsored by Winchester Thurston School · Pennsylvania · Educational Services
$23M in assets, 144 participants
Winchester Thurston School's The Winchester Thurston School 403(b) Retirement Plan reported $23M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #2,570 in Educational Services (4,024 peers)
Coverage in Pennsylvania
The Winchester Thurston School 403(b) Retirement Plan covers 144 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.
- #2,570
- in Educational Services (4,024 peers)
- -17.4%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Winchester Thurston School 403(b) Retirement Plan's outsized position by total assets
The Winchester Thurston School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,037,906 Top 21% higher than 79% 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
The Winchester Thurston School 403(b) 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. The Winchester Thurston School 403(b) Retirement Plan sits mid-pack in the medium band (144 participants).
Plan-year Form 5500 strip
Filing strip 251030691 · Winchester Thurston School PY 2022 · Other
The Winchester Thurston School 403(b) Retirement Plan · $23M · 144 · 79th
- ASSETS $23M
- PCT 144
- EIN 79th
- RANK Other
- PHOTO near Liberty Science Center Defined Contribution Retirement Plan
- IND ind #2570
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 Pennsylvania →
The Winchester Thurston School 403(b) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$5M |
| Employer EIN | 251030691 |
| Plan Effective Date | 2018-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winchester Thurston School)
Sponsor-wide plan assets over time
All Winchester Thurston School plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 27.02935761609584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $23M |
| 2023 | 1 | 147 | $26M |
| 2024 | 1 | 149 | $29M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
The Winchester Thurston School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Liberty Science Center Defined Contribution Retirement Plan in NJ ($23M); by covered participants it is Pioneer Memorial Retirement Plan in SD (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Pioneer Memorial Retirement Plan (SD) 144 · 0 off
- Treehouse 403(b) Retirement Plan (WA) 144 · 0 off
- 403(b) Thrift Plan of Family Connections, Inc. (NJ) 144 · 0 off
- Goodwill Industries of Northern Wi & Upper Mi 403(b) Plan (MI) 144 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.