Other · DOL Form 5500 · 2023

Westside School Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
69
Participants Small participant base
41st
Percentile by assets National rank
$62,235
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westside School 403(b) DC Plan · Sponsored by Westside School · Washington · Educational Services

$4M in assets, 69 participants

Westside School's Westside School 403(b) DC Plan reported $4M in total assets and 69 participants in its 2023 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.

  • #1,031 in Educational Services (3,735 peers)

Westside School multi-year trail

Westside School's plans moved +40.2% in assets from 2022 to 2024; this filing shows Westside School 403(b) DC Plan at $4M / 69 participants.

#1,031
in Educational Services (3,735 peers)
+30.0%
assets growth YoY

Westside School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Westside School 403(b) DC Plan vs every filed plan by assets

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

$4,294,187 41st percentile higher than 41% of 127,068 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 2023

Westside School 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westside School 403(b) DC Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westside School 403(b) DC Plan reported net income rose from -$264K in the plan year 2022 filing to $991K in the plan year 2023 filing.
  • Westside School 403(b) DC Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Westside School 403(b) DC Plan reported participants rose from 58 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911151493 · Westside School PY 2023 · Other

Westside School 403(b) DC Plan · $4M · 69 · 41st

  • VS-ST $4M
  • BOY 69
  • SCH 41st
  • EBSA Other
  • PART near Community Health Professionals 403(b) Plan
  • TYPE ind #1031

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 →

Westside School 403(b) DC Plan in the asset neighbourhood

Pathways Inc Retirement and Employee Savings PlanPathways Inc Retirement and …$4MPeople Incorporated of Virginia ERISA 403(b) PlanPeople Incorporated of Virgi…$4MWestside School 403(b) DC PlanWestside School 403(b) DC Pl…$4MCommunity Health Professionals 403(b) PlanCommunity Health Professiona…$4MNorth Central Wv Community Action Association Inc. 403 (B) Retirement PlanNorth Central Wv Community A…$4M
End-of-year total assets ($M) among Westside School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Westside School multi-year asset trail

Sponsor-wide plan assets over time

All Westside School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.22390109016748% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.3M $4.63M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 58 $3M
2023 1 69 $4M
2024 1 82 $5M

Westside School filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$991K
Employer EIN911151493
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Westside School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Westside School 403(b) DC Plan, Total assets ($B): 0.004294187 · Participants: 69Westside School 403(b) DC PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Westside School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Westside School 403(b) DC Plan side-by-side with 3 peers →

Westside School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Community Health Professionals 403(b) Plan in OH ($4M); by covered participants it is Urban Corps of San Diego County 403(b) Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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.

Frequently Asked Questions

How did Westside School 403(b) DC Plan assets move in 2023? ▼
Westside School 403(b) DC Plan surged - up 30.0% during 2023, from $3M to $4M. Reported net income was $991K.
How have Westside School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westside School's sponsor-wide assets grew 40.2%, from $3M to $5M.
Which Other plans are similar in size to Westside School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Community Health Professionals 403(b) Plan in OH ($4M, 164 participants).
Which Other plans cover a similar participant headcount to Westside School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Urban Corps of San Diego County 403(b) Plan in CA (69 participants, $915K in assets).

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 911151493.

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.