Other · DOL Form 5500 · 2023
Wilbraham and Monson Academy Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 129
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $208,485
- Avg per participant Above avg balance/head
Official DOL plan name: Wilbraham and Monson Academy Defined Contribution Retirement Plan · Sponsored by Wilbraham and Monson Academy · Massachusetts · Educational Services
$27M in assets, 129 participants
Wilbraham and Monson Academy's Wilbraham and Monson Academy Defined Contribution Retirement Plan reported $27M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #2,316 in Educational Services (3,735 peers)
Coverage in Massachusetts
Wilbraham and Monson Academy Defined Contribution Retirement Plan covers 129 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $27M.
- #2,316
- in Educational Services (3,735 peers)
- +16.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wilbraham and Monson Academy Defined Contribution Retirement Plan's outsized position by total assets
Wilbraham and Monson Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,894,613 Top 22% higher than 78% 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
Wilbraham and Monson Academy Defined Contribution Retirement 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. Wilbraham and Monson Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wilbraham and Monson Academy Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Wilbraham and Monson Academy Defined Contribution Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Wilbraham and Monson Academy Defined Contribution Retirement Plan reported participants fell from 150 in the plan year 2022 filing to 129 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042105838 · Wilbraham and Monson Academy PY 2023 · Other
Wilbraham and Monson Academy Defined Contribution Retirement Plan · $27M · 129 · 78th
- IND $27M
- EOY 129
- 5500 78th
- ASSETS Other
- PCT near 403b Thrift Plan of Goodwill Industries International
- EIN ind #2316
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 Massachusetts →
Wilbraham and Monson Academy Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 042105838 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilbraham and Monson Academy)
Sponsor-wide plan assets over time
All Wilbraham and Monson Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 31.523137095887975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $23M |
| 2023 | 1 | 129 | $27M |
| 2024 | 1 | 132 | $30M |
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
Wilbraham and Monson Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is 403b Thrift Plan of Goodwill Industries International in MD ($27M); by covered participants it is The Frederick Gunn School Defined Contribution Retirement Plan in CT (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- 403b Thrift Plan of Goodwill Industries International (MD) $27M · 133
- Logan University DC Plan (MO) $27M · 168
- Barton College Retirement Plan (NC) $27M · 185
- Bethel College DC Plan (KS) $27M · 167
Similar participant headcount
Nearest other-state filings by covered participants (129 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.