Other · DOL Form 5500 · 2022

Waldorf School Assoc of Seattle Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
108
Participants Small participant base
41st
Percentile by assets National rank
$28,088
Avg per participant Low balance/head
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Official DOL plan name: Seattle Waldorf School 403(b) Tda Plan · Sponsored by Waldorf School Assoc of Seattle · Washington · Educational Services

$3M in assets, 108 participants

Waldorf School Assoc of Seattle's Seattle Waldorf School 403(b) Tda Plan reported $3M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,125 in Educational Services (4,024 peers)

Coverage in Washington

Seattle Waldorf School 403(b) Tda Plan covers 108 participants in Washington, about 7% of the average Washington filer (state average ~1,476 per filing). Assets: $3M.

#1,125
in Educational Services (4,024 peers)
-11.7%
assets change YoY

The plan reported a net loss of $402K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Seattle Waldorf School 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers

Seattle Waldorf School 403(b) Tda Plan vs every filed plan by assets

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

$3,033,452 41st percentile higher than 41% 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

Seattle Waldorf School 403(b) 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. Seattle Waldorf School 403(b) Tda Plan sits mid-pack in the medium band (108 participants).

DOL schedule card

Filing strip 911095411 · Waldorf School Assoc of Seattle PY 2022 · Other

Seattle Waldorf School 403(b) Tda Plan · $3M · 108 · 41st

  • SCH $3M
  • SCH 108
  • SCH 41st
  • SCH Other
  • SCH near Opportunities for Otsego, Inc. 403(b) Plan
  • SCH ind #1125

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 →

Seattle Waldorf School 403(b) Tda Plan in the asset neighbourhood

Seattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3MOpportunities for Otsego, Inc. 403(b) PlanOpportunities for Otsego, In…$3MCampus Auxiliary Services at Suny Geneseo 403(b) Tda PlanCampus Auxiliary Services at…$3MNowcap of Wyoming Tax Sheltered Retirement Annuity PlanNowcap of Wyoming Tax Shelte…$3M403(b) Thrift Plan for the Stamford Jewish Community Center403(b) Thrift Plan for the S…$3M
End-of-year total assets ($M) among Seattle Waldorf School 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$402K
Employer EIN911095411
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waldorf School Assoc of Seattle)

Sponsor-wide plan assets over time

All Waldorf School Assoc of Seattle plans reported in each filing year

Latest sponsor-wide plan assets
$6M 96.38959179179363% vs 2022
2023 filing year
$2M$3M$4M$5M$6M$7M 20222023 $3.03M $5.96M ▲ +96.7%
Year Plans Participants Total Assets
2022 1 108 $3M
2023 2 187 $6M

Nearby Other Plans in Washington

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

Seattle Waldorf School 403(b) Tda Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Seattle Waldorf School 403(b) Tda Plan, Total assets ($B): 0.003033452 · Participants: 108Seattle Waldorf School 403(b) Tda PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.125230035 · Participants: 4435Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.818580491 · Participants: 14779Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.483693061 · Participants: 6863Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundVirginia Mason Medical Center 403(b) Plan, Total assets ($B): 0.457462659 · Participants: 5560Virginia Mason Medical Center 403(b) PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.434597438 · Participants: 3301Overlake Hospital Medical Center 403(b)Retirement Plan
Seattle Waldorf School 403(b) Tda Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Seattle Waldorf School 403(b) Tda Plan side-by-side with 3 peers →

Seattle Waldorf School 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Opportunities for Otsego, Inc. 403(b) Plan in NY ($3M); by covered participants it is Rumsey Hall School 403(b) DC Plan in CT (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Seattle Waldorf School 403(b) Tda Plan assets move in 2022? ▼
Seattle Waldorf School 403(b) Tda Plan pulled back noticeably - down 11.7% during 2022, from $3M to $3M. Reported net income was -$402K.
How have Waldorf School Assoc of Seattle plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waldorf School Assoc of Seattle's sponsor-wide assets grew 96.4%, from $3M to $6M.
Which Other plans are similar in size to Seattle Waldorf School 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Opportunities for Otsego, Inc. 403(b) Plan in NY ($3M, 125 participants).
Which Other plans cover a similar participant headcount to Seattle Waldorf School 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Rumsey Hall School 403(b) DC Plan in CT (108 participants, $15M 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 911095411.

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.