Other · DOL Form 5500 · 2023

The Williston Northampton School Retirement Plan

Data updated 2026-08-11

$52M
Total assets
182
Participants
86th
Percentile by assets
$283,294
Avg per participant
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Official DOL plan name: The Williston Northampton School Defined Contribution Retirement Plan · Sponsored by The Williston Northampton School · Massachusetts · Educational Services

$52M in assets, 182 participants

The Williston Northampton School's The Williston Northampton School Defined Contribution Retirement Plan reported $52M in total assets and 182 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 127,072 plans)
  • #2,792 in Educational Services (3,735 peers)

Coverage in Massachusetts

The Williston Northampton School Defined Contribution Retirement Plan covers 182 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $52M.

$52M
total plan assets (2023 EOY)
182
covered participants
86th
percentile by assets (of 127,072 plans)
$283,294
avg assets per participant

Where The Williston Northampton School Defined Contribution Retirement Plan sits by total assets

The Williston Northampton School Defined Contribution Retirement Plan vs every filed plan by assets

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

$51,559,590 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Williston Northampton School Defined Contribution Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Williston Northampton School Defined Contribution Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • The Williston Northampton School Defined Contribution Retirement Plan reported participants fell from 196 in the plan year 2022 filing to 182 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Williston Northampton School Defined Contribution Retirement Plan reports 182 participants - about 28% of that state average ($52M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$5M
Employer EIN041975990
Plan Effective Date1962-12-16
Filing StatusFILING RECEIVED

Sponsor Plan History (The Williston Northampton School)

$45M$50M$55M$60M 202220232024 $46.3M $56M ▲ +20.9%
Total plan assets by year, all The Williston Northampton School plans on file
Year Plans Participants Total Assets
2022 1 196 $46M
2023 1 182 $52M
2024 1 193 $56M

Nearby Other Plans in Massachusetts

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

The Williston Northampton School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Williston Northa…, Total assets ($B): 0.05155959 · Participants: 182The Williston Northa…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
The Williston Northampton School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Williston Northampton School Defined… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Williston Northampton School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Williston Northampton School Defined Contribution Retirement Plan assets move in 2023? ▼
The Williston Northampton School Defined Contribution Retirement Plan grew at a solid clip - up 11.3% during 2023, from $46M to $52M. Reported net income was $5M.
How have The Williston Northampton School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Williston Northampton School's sponsor-wide assets grew 20.9%, from $46M to $56M.
Where does The Williston Northampton School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Williston Northampton School Defined Contribution Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Williston Northampton School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Buckley School in the City of New York 403(b) Defined Contribution Plan in NY ($52M, 94 participants).

Next read for The Williston Northampton School Defined…

Filing takeaways

Ways to act on The Williston Northampton School Defined Contribution Retirement Plan's numbers.

  • By total assets, The Williston Northampton School Defined Contribution Retirement Plan 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 Massachusetts. Compare plans
  • The Williston Northampton School's sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Educational Services plans

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 041975990.

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.