Other · DOL Form 5500 · 2022

Charles Wright Academy Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
122
Participants Small participant base
84th
Percentile by assets National rank
$284,493
Avg per participant High balance/head
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Official DOL plan name: Charles Wright Academy 403(b) Retirement Plan · Sponsored by Charles Wright Academy · Washington · Educational Services

$35M in assets, 122 participants

Charles Wright Academy's Charles Wright Academy 403(b) Retirement Plan reported $35M in total assets and 122 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.

  • #2,864 in Educational Services (4,024 peers)

Coverage in Washington

Charles Wright Academy 403(b) Retirement Plan covers 122 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $35M.

#2,864
in Educational Services (4,024 peers)
-17.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Charles Wright Academy 403(b) Retirement Plan's outsized position by total assets

Charles Wright Academy 403(b) Retirement Plan vs every filed plan by assets

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

$34,708,141 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

Charles Wright Academy 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. Charles Wright Academy 403(b) Retirement Plan sits mid-pack in the medium band (122 participants).

Form 5500 schedule snapshot

Filing strip 910673111 · Charles Wright Academy PY 2022 · Other

Charles Wright Academy 403(b) Retirement Plan · $35M · 122 · 84th

  • RANK $35M
  • PHOTO 122
  • IND 84th
  • EOY Other
  • 5500 near National Science Teachers Association Defined Contribution Plan
  • ASSETS ind #2864

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 Washington →

Charles Wright Academy 403(b) Retirement Plan in the asset neighbourhood

Peck School Retirement Plan$35MCharles Wright Academy 403(b) Retirement PlanCharles Wright Academy 403(b…$35MNational Science Teachers Association Defined Contribution PlanNational Science Teachers As…$35MTax Sheltered Annuity Savings Plan for Employees of Brattleboro RetreatTax Sheltered Annuity Saving…$35MMount Aloysius College Consolidated Retirement PlaMount Aloysius College Conso…$35M
End-of-year total assets ($M) among Charles Wright Academy 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN910673111
Plan Effective Date1962-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charles Wright Academy)

Sponsor-wide plan assets over time

All Charles Wright Academy plans reported in each filing year

Latest sponsor-wide plan assets
$38M 10.902171337842612% vs 2022
2024 filing year
$34M$36M$38M$40M 202220232024 $34.7M $38.5M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 122 $35M
2023 1 113 $38M
2024 1 116 $38M

Nearby Other Plans in Washington

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

Charles Wright Academy 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Charles Wright Academy 403(b) Retirement Plan, Total assets ($B): 0.034708141 · Participants: 122Charles Wright Academy 403(b) Retirement PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
Charles Wright Academy 403(b) Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Charles Wright Academy 403(b) Retirement Plan side-by-side with 3 peers →

Charles Wright Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is National Science Teachers Association Defined Contribution Plan in VA ($35M); by covered participants it is Intellisurvey 401(k) Plan in CA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Charles Wright Academy 403(b) Retirement Plan assets move in 2022? ▼
Charles Wright Academy 403(b) Retirement Plan declined sharply - down 17.3% during 2022, from $42M to $35M. Reported net income was -$7M.
How have Charles Wright Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles Wright Academy's sponsor-wide assets grew 10.9%, from $35M to $38M.
Where does Charles Wright Academy 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Charles Wright Academy 403(b) 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 Charles Wright Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is National Science Teachers Association Defined Contribution Plan in VA ($35M, 62 participants).
Which Other plans cover a similar participant headcount to Charles Wright Academy 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Intellisurvey 401(k) Plan in CA (122 participants, $11M 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 910673111.

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.