Other · DOL Form 5500 · 2023

The Open Window School Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
81
Participants Small participant base
59th
Percentile by assets National rank
$127,715
Avg per participant Near avg balance/head
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Official DOL plan name: The Open Window School Defined Contribution Retirement Plan · Sponsored by The Open Window School · Washington · Educational Services

$10M in assets, 81 participants

The Open Window School's The Open Window School Defined Contribution Retirement Plan reported $10M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,586 in Educational Services (3,735 peers)

The Open Window School multi-year trail

The Open Window School's plans moved +44.7% in assets from 2022 to 2024; this filing shows The Open Window School Defined Contribution Retirement Plan at $10M / 81 participants.

#1,586
in Educational Services (3,735 peers)
+20.1%
assets growth YoY

The Open Window School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

The Open Window School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,344,902 Top 41% higher than 59% of 127,068 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 2023

The Open Window School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Open Window School Defined Contribution Retirement Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Open Window School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Open Window School Defined Contribution Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Open Window School Defined Contribution Retirement Plan reported participants rose from 77 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911303536 · The Open Window School PY 2023 · Other

The Open Window School Defined Contribution Retirement Plan · $10M · 81 · 59th

  • ASSETS $10M
  • PCT 81
  • EIN 59th
  • RANK Other
  • PHOTO near Memorial Hospital Employee's Tax Deferred Annuity Plan
  • IND ind #1586

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 Washington →

The Open Window School Defined Contribution Retirement Plan in the asset neighbourhood

Tiaa-Cref Tax Deferred Annuity Plan for All Employee of Maria CollegeTiaa-Cref Tax Deferred Annui…$10MTuxedo Park School 403(b) DC PlanTuxedo Park School 403(b) DC…$10MThe Open Window School Defined Contribution Retirement PlanThe Open Window School Defin…$10MMemorial Hospital Employee's Tax Deferred Annuity PlanMemorial Hospital Employee's…$10MAuxiliary Services Defined Contribution Retirement PlanAuxiliary Services Defined C…$10M
End-of-year total assets ($M) among The Open Window School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Open Window School multi-year asset trail

Sponsor-wide plan assets over time

All The Open Window School plans reported in each filing year

Latest sponsor-wide plan assets
$12M 44.695572785728224% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.61M $12.5M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 77 $9M
2023 1 81 $10M
2024 1 78 $12M

The Open Window School filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN911303536
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

The Open Window School Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants The Open Window School Defined Contribution Retirement Plan, Total assets ($B): 0.010344902 · Participants: 81The Open Window School Defined Contribution Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
The Open Window School Defined Contribution Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare The Open Window School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Open Window School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Memorial Hospital Employee's Tax Deferred Annuity Plan in IL ($10M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Open Window School Defined Contribution Retirement Plan assets move in 2023? ▼
The Open Window School Defined Contribution Retirement Plan grew sharply - up 20.1% during 2023, from $9M to $10M. Reported net income was $2M.
How have The Open Window School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Open Window School's sponsor-wide assets grew 44.7%, from $9M to $12M.
Which Other plans are similar in size to The Open Window School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Memorial Hospital Employee's Tax Deferred Annuity Plan in IL ($10M, 306 participants).
Which Other plans cover a similar participant headcount to The Open Window School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911303536.

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.