Other · DOL Form 5500 · 2022
Waterford School Holding Corp Retirement Plan
Data updated 2026-08-11
- $27M
- Total assets
- 301
- Participants
- 82nd
- Percentile by assets
- $91,131
- Avg per participant
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.
- 82nd percentile by assets (of 139,126 plans)
- #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.
- $27M
- total plan assets (2022 EOY)
- 301
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $91,131
- avg assets per participant
Waterford School 403(b) Plan vs the 2022 asset distribution
By assets, Waterford School 403(b) Plan outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $3M |
| Employer EIN | 274865865 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterford School Holding Corp)
| 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
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan $262M · 38,547
- Brigham Young University Tax-Deferred Annuity Plan $182M · 6,755
- Intermountain Ironworkers' Tax Deferral Plan $88M · 1,774
- Westminster College Defined Contribution Retirement Plan $79M · 349
- Children's Miracle Network 403(b) Plan $36M · 200
Similar-Sized Other Plans Nationally
Other plans in other states closest to Waterford School 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Waterford School 403(b) Plan assets move in 2022? ▼
How have Waterford School Holding Corp plan assets changed over time? ▼
Where does Waterford School 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Waterford School 403(b) Plan? ▼
Next read for Waterford School 403(b) Plan
Scale reading
Ways to act on Waterford School 403(b) Plan's numbers.
- By total assets, Waterford School 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
- Waterford School Holding Corp's sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Educational Services plans