401(k) · DOL Form 5500 · 2023

Waterford Country School, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
180
Participants Small participant base
63rd
Percentile by assets National rank
$68,107
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Waterford Country School, Inc. · Sponsored by Waterford Country School, Inc. · Connecticut · Educational Services

$12M in assets, 180 participants

Waterford Country School, Inc.'s 403(b) Thrift Plan for Employees of Waterford Country School, Inc. reported $12M in total assets and 180 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.

  • #1,708 in Educational Services (3,735 peers)

Coverage in Connecticut

403(b) Thrift Plan for Employees of Waterford Country School, Inc. covers 180 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.

#1,708
in Educational Services (3,735 peers)
+7.5%
assets growth YoY

403(b) Thrift Plan for Employees of Waterford Country School, Inc.'s mid-pack asset rank among Educational Services and all filers

403(b) Thrift Plan for Employees of Waterford Country School, Inc. vs every filed plan by assets

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

$12,259,268 Top 37% higher than 63% 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

403(b) Thrift Plan for Employees of Waterford Country School, Inc. 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. 403(b) Thrift Plan for Employees of Waterford Country School, Inc. sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Employees of Waterford Country School, Inc. reported net income rose from -$2M in the plan year 2022 filing to $859K in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Waterford Country School, Inc. end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Employees of Waterford Country School, Inc. reported participants fell from 182 in the plan year 2022 filing to 180 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060861862 · Waterford Country School, Inc. PY 2023 · 401(k)

403(b) Thrift Plan for Employees of Waterford Country School, Inc. · $12M · 180 · 63rd

  • 5500 $12M
  • 5500 180
  • 5500 63rd
  • 5500 401(k)
  • 5500 near Fassio Egg Farms, Inc 401(k) Profit Sharing Plan
  • 5500 ind #1708

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 Connecticut →

403(b) Thrift Plan for Employees of Waterford Country School, Inc. in the asset neighbourhood

403(b) Thrift Plan for Employees of Waterford Country School, Inc.403(b) Thrift Plan for Emplo…$12MFassio Egg Farms, Inc 401(k) Profit Sharing PlanFassio Egg Farms, Inc 401(k)…$12MCetecom Inc. 401(k) Plan$12MClaude Howard Lumber Company, Inc. 401(k) PlanClaude Howard Lumber Company…$12MDon Jagoda Associates, Inc. 401(k) PlanDon Jagoda Associates, Inc. …$12M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Waterford Country School, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$859K
Employer EIN060861862
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford Country School, Inc.)

Sponsor-wide plan assets over time

All Waterford Country School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 1.607485869783943% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $11.4M $11.2M ▼ -1.6%
Year Plans Participants Total Assets
2022 1 182 $11M
2023 1 180 $12M
2024 1 151 $11M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

403(b) Thrift Plan for Employees of Waterford Country School, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Waterford Country School, Inc., Total assets ($B): 0.012259268 · Participants: 180403(b) Thrift Plan for Employees of Waterford Country School, Inc.Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
403(b) Thrift Plan for Employees of Waterford Country School, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Waterford Country School, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Waterford Country School, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Fassio Egg Farms, Inc 401(k) Profit Sharing Plan in UT ($12M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 403(b) Thrift Plan for Employees of Waterford Country School, Inc. assets move in 2023? ▼
403(b) Thrift Plan for Employees of Waterford Country School, Inc. grew at a solid clip - up 7.5% during 2023, from $11M to $12M. Reported net income was $859K.
How have Waterford Country School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford Country School, Inc.'s sponsor-wide assets declined 1.6%, from $11M to $11M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Waterford Country School, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Fassio Egg Farms, Inc 401(k) Profit Sharing Plan in UT ($12M, 82 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Waterford Country School, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants, N/A 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 060861862.

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.