Other · DOL Form 5500 · 2022
Waterford Institute, Inc. Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 362
- Participants
- 80th
- Percentile by assets
- $68,411
- Avg per participant
Official DOL plan name: Waterford Institute, Inc. Defined Contribution Ret · Sponsored by Waterford Institute, Inc. · Utah · Educational Services
$25M in assets, 362 participants
Waterford Institute, Inc.'s Waterford Institute, Inc. Defined Contribution Ret reported $25M in total assets and 362 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #2,615 in Educational Services (4,024 peers)
Where Waterford Institute, Inc. Defined Contribution Ret sits by assets
Waterford Institute, Inc. Defined Contribution Ret sits in the top quartile of all filed plans by assets, $25M for 362 participants (~$68,411/participant), up 20.4% in 2022.
- $25M
- total plan assets (2022 EOY)
- 362
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $68,411
- avg assets per participant
Waterford Institute, Inc. Defined Contribution Ret vs the 2022 asset distribution
By assets, Waterford Institute, Inc. Defined Contribution Ret outranks 80% 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) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 510202349 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterford Institute, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $25M |
| 2023 | 1 | 373 | $30M |
| 2024 | 1 | 287 | $30M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
Waterford Institute, Inc. Defined Contribution Ret 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 Institute, Inc. Defined Contribution Ret by total assets, not by location.
- Qsac, Inc. 403(b) Plan (NY) $25M · 1,352
- Logan University DC Plan (MO) $25M · 147
- 403(b) Thrift Plan of Achieva (PA) $25M · 513
- Mental Health Center of Boulder County, Inc. Employee Retirement Plan (CO) $25M · 391
Frequently Asked Questions
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Ways to act on Waterford Institute, Inc. Defined Contribution Ret's numbers.
- By total assets, Waterford Institute, Inc. Defined Contribution Ret 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 Institute, Inc.'s sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Educational Services plans