Other · DOL Form 5500 · 2023
Holderness School Retirement Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $226,801
- Avg per participant Above avg balance/head
Official DOL plan name: Holderness School DC Retirement Plan · Sponsored by Holderness School · New Hampshire · Other Services
$39M in assets, 171 participants
Holderness School's Holderness School DC Retirement Plan reported $39M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #7,221 in Other Services (7,857 peers)
Where Holderness School DC Retirement Plan sits by assets
Holderness School DC Retirement Plan sits in the top quartile of all filed plans by assets, $39M for 171 participants (~$226,801/participant), up 15.8% in 2023.
- #7,221
- in Other Services (7,857 peers)
- +15.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Holderness School DC Retirement Plan's outsized position by total assets
Holderness School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,783,007 Top 17% higher than 83% 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
Holderness School DC 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. Holderness School DC Retirement Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holderness School DC Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Holderness School DC Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Holderness School DC Retirement Plan reported participants rose from 159 in the plan year 2022 filing to 171 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 020147630 · Holderness School PY 2023 · Other
Holderness School DC Retirement Plan · $39M · 171 · 83rd
- SCH $39M
- SCH 171
- SCH 83rd
- SCH Other
- SCH near Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan
- SCH ind #7221
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 Other Services retirement plans → · Plans in New Hampshire →
Holderness School DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $5M |
| Employer EIN | 020147630 |
| Plan Effective Date | 1967-03-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holderness School)
Sponsor-wide plan assets over time
All Holderness School plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 26.951988062877057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $33M |
| 2023 | 1 | 171 | $39M |
| 2024 | 1 | 138 | $43M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.4B · 10,995
- Supplemental Retirement Accounts for All Employees of Dartmouth College $997M · 3,998
- Solutionhealth & Elliot Health System 403(b) Savings Plan $421M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $345M · 64
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $284M · 2,702
Holderness School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Jewish National Fund 403(b) ERISA Tax Sheltered Annuity Plan in NY ($39M); by covered participants it is Regenstrief Institute, Inc. Defined Contribution Retirement Plan in IN (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 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.