Other · DOL Form 5500 · 2023
Applewild School Incorporated Retirement Plan
Data updated 2026-08-11
- $7M
- Total assets
- 49
- Participants
- 52nd
- Percentile by assets
- $148,288
- Avg per participant
Official DOL plan name: Applewild School 403(b) Plan · Sponsored by Applewild School Incorporated · Massachusetts · Educational Services
$7M in assets, 49 participants
Applewild School Incorporated's Applewild School 403(b) Plan reported $7M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- 52nd percentile by assets (of 127,072 plans)
- #1,327 in Educational Services (3,735 peers)
Applewild School Incorporated multi-year trail
Applewild School Incorporated's plans moved +38.2% in assets from 2022 to 2024; this filing shows Applewild School 403(b) Plan at $7M / 49 participants.
- $7M
- total plan assets (2023 EOY)
- 49
- covered participants
- 52nd
- percentile by assets (of 127,072 plans)
- $148,288
- avg assets per participant
Where Applewild School 403(b) Plan sits by total assets
Applewild School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,266,135 Top 48% higher than 52% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Applewild School 403(b) Plan reported net income rose from -$2M in the plan year 2022 filing to $744K in the plan year 2023 filing.
- Applewild School 403(b) Plan reported participants rose from 37 in the plan year 2022 filing to 49 in the plan year 2023 filing.
- Applewild School 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Applewild School Incorporated across 3 plan years on file
Across the 3 plan years Applewild School Incorporated has on file (2022-2024), sponsor-wide plan assets have moved from $6M to $8M, a gain of 38.2%, while reported participants moved from 42 to 60 (+42.9%). Peak year by sponsor assets: 2024 ($8M); trough: 2022 ($6M).
Applewild School Incorporated multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42 | $6M |
| 2023 | 1 | 49 | $7M |
| 2024 | 1 | 60 | $8M |
Applewild School Incorporated filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $744K |
| Employer EIN | 042225643 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Similar-Sized Other Plans Nationally
Other plans in other states closest to Applewild School 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Applewild School 403(b) Plan assets move in 2023? ▼
How have Applewild School Incorporated plan assets changed over time? ▼
Which Other plans are similar in size to Applewild School 403(b) Plan? ▼
Next read for Applewild School 403(b) Plan
Multi-year trail
Ways to act on Applewild School 403(b) Plan's numbers.
- By total assets, Applewild School 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Applewild School Incorporated's sponsor-wide assets have grown 38.2% since 2022 across 3 plan years on file. More Educational Services plans