Other · DOL Form 5500 · 2022

Watkinson School Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
89
Participants Small participant base
79th
Percentile by assets National rank
$253,174
Avg per participant Above avg balance/head
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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.

  • #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.

#2,559
in Educational Services (4,024 peers)
+11.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Watkinson School 403(b) Retirement Plan's outsized position 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

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

Watkinson School 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Watkinson School 403(b) Retirement Plan is a small filing (89 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 060655136 · Watkinson School PY 2022 · Other

Watkinson School 403(b) Retirement Plan · $23M · 89 · 79th

  • PART $23M
  • PART 89
  • PART 79th
  • PART Other
  • PART near 403(b) Thrift Plan of Community Partners
  • PART ind #2559

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 Connecticut →

Watkinson School 403(b) Retirement Plan in the asset neighbourhood

American Dental Education Association 403(b) Retirement Savings PlanAmerican Dental Education As…$23MWatkinson School 403(b) Retirement PlanWatkinson School 403(b) Reti…$23M403(b) Thrift Plan of Community Partners403(b) Thrift Plan of Commun…$23MTiaa-Cref Annuity Plan for the Faculty and the Administration of Athens AcademyTiaa-Cref Annuity Plan for t…$22MThe Pegasus School DC Retirement PlanThe Pegasus School DC Retire…$22M
End-of-year total assets ($M) among Watkinson School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN060655136
Plan Effective Date1958-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Watkinson School)

Sponsor-wide plan assets over time

All Watkinson School plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $22.5M $0M ▼ -100.0%
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.

Watkinson School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Watkinson School 403(b) Retirement Plan, Total assets ($B): 0.022532512 · Participants: 89Watkinson School 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Watkinson School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Watkinson School 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan of Community Partners in CA ($23M); by covered participants it is Marymount California University Defined Contribution Plan in CA (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Watkinson School 403(b) Retirement Plan assets move in 2022? ▼
Watkinson School 403(b) Retirement Plan grew at a solid clip - up 11.0% during 2022, from $20M to $23M. Reported net income was $2M.
Where does Watkinson School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Watkinson School 403(b) Retirement Plan ranks in the 79th 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 Watkinson School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Community Partners in CA ($23M, 987 participants).
Which Other plans cover a similar participant headcount to Watkinson School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Marymount California University Defined Contribution Plan in CA (89 participants, N/A 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 060655136.

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.