Other · DOL Form 5500 · 2022
Watkinson School Retirement Plan
Data updated 2026-08-11
- $23M
- Total assets
- 89
- Participants
- 79th
- Percentile by assets
- $253,174
- Avg per participant
Official DOL plan name: Watkinson School 403(b) Retirement Plan · Sponsored by Watkinson School · Connecticut · Educational Services
$23M in assets, 89 participants
Watkinson School's Watkinson School 403(b) Retirement Plan reported $23M in total assets and 89 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.
- 79th percentile by assets (of 139,126 plans)
- #2,559 in Educational Services (4,024 peers)
Where Watkinson School 403(b) Retirement Plan sits by assets
Watkinson School 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 89 participants (~$253,174/participant), up 11.0% in 2022.
- $23M
- total plan assets (2022 EOY)
- 89
- covered participants
- 79th
- percentile by assets (of 139,126 plans)
- $253,174
- avg assets per participant
Where Watkinson School 403(b) Retirement Plan sits by total assets
Watkinson School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,532,512 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
Watkinson School 403(b) Retirement Plan vs the 2022 asset distribution
By assets, Watkinson School 403(b) Retirement Plan outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 060655136 |
| Plan Effective Date | 1958-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Watkinson School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 89 | $23M |
| 2023 | 1 | 112 | N/A |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to Watkinson School 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Watkinson School 403(b) Retirement Plan assets move in 2022? ▼
Where does Watkinson School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Watkinson School 403(b) Retirement Plan? ▼
Next read for Watkinson School 403(b) Retirement Plan
Scale reading
Ways to act on Watkinson School 403(b) Retirement Plan's numbers.
- By total assets, Watkinson School 403(b) Retirement 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 Connecticut. Compare plans