Other · DOL Form 5500 · 2022
The Whitney Academy, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $29,993
- Avg per participant Low balance/head
Official DOL plan name: The Whitney Academy, Inc. Tda Plan · Sponsored by The Whitney Academy, Inc. · Massachusetts · Educational Services
$5M in assets, 155 participants
The Whitney Academy, Inc.'s The Whitney Academy, Inc. Tda Plan reported $5M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #1,375 in Educational Services (4,024 peers)
Coverage in Massachusetts
The Whitney Academy, Inc. Tda Plan covers 155 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.
- #1,375
- in Educational Services (4,024 peers)
- +9.9%
- assets growth YoY
The Whitney Academy, Inc. Tda Plan's mid-pack asset rank among Educational Services and all filers
The Whitney Academy, Inc. Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,648,960 49th percentile higher than 49% 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
The Whitney Academy, Inc. Tda Plan 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. The Whitney Academy, Inc. Tda Plan sits mid-pack in the medium band (155 participants).
DOL schedule card
Filing strip 042939430 · The Whitney Academy, Inc. PY 2022 · Other
The Whitney Academy, Inc. Tda Plan · $5M · 155 · 49th
- EBSA $5M
- PART 155
- TYPE 49th
- NET Other
- BOOK near Ladacin Network, Inc. 403(b) Plan
- VS-ST ind #1375
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 Massachusetts →
The Whitney Academy, Inc. Tda Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $419K |
| Employer EIN | 042939430 |
| Plan Effective Date | 1998-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Whitney Academy, Inc.)
Sponsor-wide plan assets over time
All The Whitney Academy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 23.824575819107928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $5M |
| 2023 | 1 | 167 | $5M |
| 2024 | 1 | 154 | $6M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
The Whitney Academy, Inc. Tda Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ladacin Network, Inc. 403(b) Plan in NJ ($5M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 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.