Other · DOL Form 5500 · 2023
Windward School Inc Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $267,337
- Avg per participant High balance/head
Official DOL plan name: Windward School Defined Contribution Retirement Plan · Sponsored by Windward School Inc · California · Educational Services
$43M in assets, 161 participants
Windward School Inc's Windward School Defined Contribution Retirement Plan reported $43M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,659 in Educational Services (3,735 peers)
Coverage in California
Windward School Defined Contribution Retirement Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $43M.
- #2,659
- in Educational Services (3,735 peers)
- +17.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Windward School Defined Contribution Retirement Plan's outsized position by total assets
Windward School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,041,283 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Windward School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Windward School Defined Contribution Retirement Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Windward School Defined Contribution Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Windward School Defined Contribution Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Windward School Defined Contribution Retirement Plan reported participants fell from 168 in the plan year 2022 filing to 161 in the plan year 2023 filing.
DOL schedule card
Filing strip 952701337 · Windward School Inc PY 2023 · Other
Windward School Defined Contribution Retirement Plan · $43M · 161 · 84th
- EIN $43M
- RANK 161
- PHOTO 84th
- IND Other
- EOY near Pmhcc, Inc. 403(b) Plan
- 5500 ind #2659
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 California →
Windward School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $6M |
| Employer EIN | 952701337 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Windward School Inc)
Sponsor-wide plan assets over time
All Windward School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 33.223019122603795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $37M |
| 2023 | 1 | 161 | $43M |
| 2024 | 1 | 170 | $49M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Windward School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Pmhcc, Inc. 403(b) Plan in PA ($43M); by covered participants it is Window to the World Communications, Inc. Defined Contribution Retirement Plan in IL (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Window to the World Communications, Inc. Defined Contribution Retirement Plan (IL) 161 · 0 off
- Atd 403(b) Employee Savings Plan (VA) 161 · 0 off
- Indian Health Care 403(b) Plan (OK) 161 · 0 off
- Living Arrangements for the Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan (OH) 161 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.