Other · DOL Form 5500 · 2023
Westminster School Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $102,152
- Avg per participant Below avg balance/head
Official DOL plan name: Westminster School 403(b) DC Plan · Sponsored by Westminster School · Oklahoma · Educational Services
$12M in assets, 120 participants
Westminster School's Westminster School 403(b) DC Plan reported $12M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,707 in Educational Services (3,735 peers)
Coverage in Oklahoma
Westminster School 403(b) DC Plan covers 120 participants in Oklahoma, about 16% of the average Oklahoma filer (state average ~760 per filing). Assets: $12M.
- #1,707
- in Educational Services (3,735 peers)
- +10.4%
- assets growth YoY
Westminster School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Westminster School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,258,266 Top 37% higher than 63% 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
Westminster School 403(b) DC 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. Westminster School 403(b) DC Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westminster School 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Westminster School 403(b) DC Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 730730839 · Westminster School PY 2023 · Other
Westminster School 403(b) DC Plan · $12M · 120 · 63rd
- 5500 $12M
- ASSETS 120
- PCT 63rd
- EIN Other
- RANK near Able, Inc. 403(b) Plan
- PHOTO ind #1707
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 Oklahoma →
Westminster School 403(b) DC Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 730730839 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster School)
Sponsor-wide plan assets over time
All Westminster School plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.07488855017841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $11M |
| 2023 | 1 | 120 | $12M |
| 2024 | 1 | 127 | $13M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $957M · 10,744
- The University of Tulsa Defined Contribution Retirement Plan $403M · 1,127
- Saint Francis Health System, Inc. 403(b) Savings P $352M · 991
- Oral Roberts University Retirement Plan $70M · 505
- Duncan Regional Hospital 403(b) Plan $53M · 692
Westminster School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is Able, Inc. 403(b) Plan in ND ($12M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Able, Inc. 403(b) Plan (ND) $12M · 251
- Platte Health Center 403(b) Plan (SD) $12M · 176
- El Education, Inc. 403(b) Plan (NY) $12M · 204
- Montgomery County Mh/Mr Emergency Service Retirement Plan (PA) $12M · 204
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Detroit Educational Television Foundation 403(b) Plan (MI) 120 · 0 off
- Center for Applied Linguistics Dcra (DC) 120 · 0 off
- University Corporation for Advanced Internet Devel Defined Contribution Retirement Plan (MI) 120 · 0 off
- Tax Deferred Annuity Plan of Jefferson Regional Medical Center (AR) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.