WATKINSON SCHOOL 403(B) RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
WATKINSON SCHOOL
This Profit Sharing plan holds $23M in total assets and serves 89 participants as of 2022. It is sponsored by WATKINSON SCHOOL in Connecticut. The plan reported positive net income of $2M for the year.
What the Filing Says About WATKINSON SCHOOL 403(B) RETIREMENT PLAN
WATKINSON SCHOOL 403(B) RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by WATKINSON SCHOOL, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 89 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060655136, and the plan has been effective since 1958-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $20M at the beginning of 2022 to $23M at year-end — a gain of 11.0%. Net assets (after liabilities) closed the year at $23M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $20M |
| Total Assets (End of Year) | $23M |
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Plan Type | Profit Sharing |
| 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 Profit Sharing Plans in Connecticut
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- YALE UNIVERSITY RETIREMENT ACCOUNT PLAN $7.4B · 12,259
- THE HARTFORD INVESTMENT AND SAVINGS PLAN $6.5B · 18,377
- YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN $2.0B · 22,121
- SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN $1.5B · 11,132
- YALE UNIVERSITY TAX-DEFERRED 403(B) SAVINGS PLAN $840M · 18,754
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.