Other · DOL Form 5500 · 2022

Waterford School Holding Corp Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
301
Participants Below avg headcount
82nd
Percentile by assets National rank
$91,131
Avg per participant Below avg balance/head
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Official DOL plan name: Waterford School 403(b) Plan · Sponsored by Waterford School Holding Corp · Utah · Educational Services

$27M in assets, 301 participants

Waterford School Holding Corp's Waterford School 403(b) Plan reported $27M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,696 in Educational Services (4,024 peers)

Where Waterford School 403(b) Plan sits by assets

Waterford School 403(b) Plan sits in the top quartile of all filed plans by assets, $27M for 301 participants (~$91,131/participant), up 13.8% in 2022.

#2,696
in Educational Services (4,024 peers)
+13.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Waterford School 403(b) Plan's outsized position by total assets

Waterford School 403(b) Plan vs every filed plan by assets

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

$27,430,468 Top 18% higher than 82% 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

Waterford School 403(b) 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. Waterford School 403(b) Plan sits mid-pack in the medium band (301 participants).

EBSA filing schedule strip

Filing strip 274865865 · Waterford School Holding Corp PY 2022 · Other

Waterford School 403(b) Plan · $27M · 301 · 82nd

  • PART $27M
  • TYPE 301
  • NET 82nd
  • BOOK Other
  • VS-ST near Army West Point Athletic Association 403(b) DC Plan
  • BOY ind #2696

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 Utah →

Waterford School 403(b) Plan in the asset neighbourhood

Boston Higashi School Retirement Savings PlanBoston Higashi School Retire…$27MWaterford School 403(b) Plan$27MArmy West Point Athletic Association 403(b) DC PlanArmy West Point Athletic Ass…$27MCannon School Retirement Plan$27MMillbrook School Defined Contribution Retirement 403(b) PlanMillbrook School Defined Con…$27M
End-of-year total assets ($M) among Waterford School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN274865865
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford School Holding Corp)

Sponsor-wide plan assets over time

All Waterford School Holding Corp plans reported in each filing year

Latest sponsor-wide plan assets
$35M 29.17689556007575% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $35.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 301 $27M
2023 1 215 $31M
2024 1 195 $35M

Nearby Other Plans in Utah

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

Waterford School 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300 Total assets ($M) Participants Waterford School 403(b) Plan, Total assets ($M): 27.430468 · Participants: 301Waterford School 403(b) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Waterford School 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Waterford School 403(b) Plan side-by-side with 3 peers →

Waterford School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Army West Point Athletic Association 403(b) DC Plan in NY ($27M); by covered participants it is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Waterford School 403(b) Plan assets move in 2022? ▼
Waterford School 403(b) Plan grew at a solid clip - up 13.8% during 2022, from $24M to $27M. Reported net income was $3M.
How have Waterford School Holding Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford School Holding Corp's sponsor-wide assets grew 29.2%, from $27M to $35M.
Where does Waterford School 403(b) Plan rank by assets among Form 5500 filers? ▼
Waterford School 403(b) Plan ranks in the 82nd 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 Waterford School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Army West Point Athletic Association 403(b) DC Plan in NY ($27M, 298 participants).
Which Other plans cover a similar participant headcount to Waterford School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Crohn's & Colitis Foundation 403(b) Defined Contribution Plan in NY (301 participants, $32M 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 274865865.

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.