Other · DOL Form 5500 · 2023

The Winsor School Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
135
Participants Small participant base
87th
Percentile by assets National rank
$437,276
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winsor School 403b Plan · Sponsored by The Winsor School · Massachusetts · Educational Services

$59M in assets, 135 participants

The Winsor School's Winsor School 403b Plan reported $59M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,875 in Educational Services (3,735 peers)

Coverage in Massachusetts

Winsor School 403b Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $59M.

#2,875
in Educational Services (3,735 peers)
+10.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Winsor School 403b Plan's outsized position by total assets

Winsor School 403b Plan vs every filed plan by assets

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

$59,032,315 Top 13% higher than 87% 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

Winsor School 403b 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. Winsor School 403b Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winsor School 403b Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Winsor School 403b Plan end-of-year assets rose from $53M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Winsor School 403b Plan reported participants fell from 141 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042105842 · The Winsor School PY 2023 · Other

Winsor School 403b Plan · $59M · 135 · 87th

  • TYPE $59M
  • NET 135
  • BOOK 87th
  • VS-ST Other
  • BOY near Park Tudor Defined Contribution Retirement Plan
  • SCH ind #2875

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 →

Winsor School 403b Plan in the asset neighbourhood

American Registry of Pathology Defined Contribution Retirement PlanAmerican Registry of Patholo…$59MGreenhill School 403(b) Plan$59MWinsor School 403b Plan$59MPark Tudor Defined Contribution Retirement PlanPark Tudor Defined Contribut…$59MFranklin College 403(b) Retirement and Tax Deferred Annuity PlanFranklin College 403(b) Reti…$59M
End-of-year total assets ($M) among Winsor School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN042105842
Plan Effective Date1969-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Winsor School)

Sponsor-wide plan assets over time

All The Winsor School plans reported in each filing year

Latest sponsor-wide plan assets
$66M 24.173628792741976% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.5M $66.4M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 141 $53M
2023 1 135 $59M
2024 1 126 $66M

Nearby Other Plans in Massachusetts

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

Winsor School 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Winsor School 403b Plan, Total assets ($B): 0.059032315 · Participants: 135Winsor School 403b PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Winsor School 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Winsor School 403b Plan side-by-side with 3 peers →

Winsor School 403b Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Park Tudor Defined Contribution Retirement Plan in IN ($59M); by covered participants it is Portledge School Tda Plan Sra/Gsra in NY (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Winsor School 403b Plan assets move in 2023? ▼
Winsor School 403b Plan grew at a solid clip - up 10.4% during 2023, from $53M to $59M. Reported net income was $6M.
How have The Winsor School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Winsor School's sponsor-wide assets grew 24.2%, from $53M to $66M.
Where does Winsor School 403b Plan rank by assets among Form 5500 filers? ▼
Winsor School 403b Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Winsor School 403b Plan? ▼
Among Other plans in other states, the closest by assets is Park Tudor Defined Contribution Retirement Plan in IN ($59M, 329 participants).
Which Other plans cover a similar participant headcount to Winsor School 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Portledge School Tda Plan Sra/Gsra in NY (135 participants, $9M 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 042105842.

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.