Other · DOL Form 5500 · 2022

Waterford Institute, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
362
Participants Below avg headcount
80th
Percentile by assets National rank
$68,411
Avg per participant Below avg balance/head
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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.

  • #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.

#2,615
in Educational Services (4,024 peers)
+20.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Waterford Institute, Inc. Defined Contribution Ret's outsized position by total assets

Waterford Institute, Inc. Defined Contribution Ret vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,764,602 Top 20% higher than 80% 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

Waterford Institute, Inc. Defined Contribution Ret among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Waterford Institute, Inc. Defined Contribution Ret sits mid-pack in the medium band (362 participants).

EBSA filing schedule strip

Filing strip 510202349 · Waterford Institute, Inc. PY 2022 · Other

Waterford Institute, Inc. Defined Contribution Ret · $25M · 362 · 80th

  • EIN $25M
  • EIN 362
  • EIN 80th
  • EIN Other
  • EIN near Qsac, Inc. 403(b) Plan
  • EIN ind #2615

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 Utah →

Waterford Institute, Inc. Defined Contribution Ret in the asset neighbourhood

Mental Health Center of Boulder County, Inc. Employee Retirement PlanMental Health Center of Boul…$25MLogan University DC Plan$25MWaterford Institute, Inc. Defined Contribution RetWaterford Institute, Inc. De…$25MQsac, Inc. 403(b) Plan$25M403(b) Thrift Plan of Achieva$25M
End-of-year total assets ($M) among Waterford Institute, Inc. Defined Contribution Ret and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN510202349
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford Institute, Inc.)

Sponsor-wide plan assets over time

All Waterford Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.152191422256653% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $29.8M ▲ +20.2%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300 Total assets ($M) Participants Waterford Institute, Inc. Defined Contribution Ret, Total assets ($M): 24.764602 · Participants: 362Waterford Institute, Inc. Defined Contribution RetIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 262.396 · Participants: 38547Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 182.484855 · Participants: 6755Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 88.172529 · Participants: 1774Intermountain Ironworkers' Tax Deferral PlanWestminster College Defined Contribution Retirement Plan, Total assets ($M): 79.368833 · Participants: 349Westminster College Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 36.16094 · Participants: 200Children's Miracle Network 403(b) Plan
Waterford Institute, Inc. Defined Contribution Ret vs. nearby Other plans in Utah, assets vs. participants
Compare Waterford Institute, Inc. Defined Contribution Ret side-by-side with 3 peers →

Waterford Institute, Inc. Defined Contribution Ret's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Qsac, Inc. 403(b) Plan in NY ($25M); by covered participants it is Mount St. Joseph University Defined Contribution Plan in OH (362 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Waterford Institute, Inc. Defined Contribution Ret assets move in 2022? ▼
Waterford Institute, Inc. Defined Contribution Ret grew sharply - up 20.4% during 2022, from $21M to $25M. Reported net income was $4M.
How have Waterford Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford Institute, Inc.'s sponsor-wide assets grew 20.2%, from $25M to $30M.
Where does Waterford Institute, Inc. Defined Contribution Ret rank by assets among Form 5500 filers? ▼
Waterford Institute, Inc. Defined Contribution Ret ranks in the 80th 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 Waterford Institute, Inc. Defined Contribution Ret? ▼
Among Other plans in other states, the closest by assets is Qsac, Inc. 403(b) Plan in NY ($25M, 1,352 participants).
Which Other plans cover a similar participant headcount to Waterford Institute, Inc. Defined Contribution Ret? ▼
Among Other plans in other states, the closest by covered participants is Mount St. Joseph University Defined Contribution Plan in OH (362 participants, $63M 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 510202349.

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.