Other · DOL Form 5500 · 2023
Holderness School Retirement Plan
Data updated 2026-08-11
- $39M
- Total assets
- 171
- Participants
- 83rd
- Percentile by assets
- $226,801
- Avg per participant
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.
- 83rd percentile by assets (of 127,072 plans)
- #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.
- $39M
- total plan assets (2023 EOY)
- 171
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $226,801
- avg assets per participant
Where Holderness School DC Retirement Plan sits 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
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.
Holderness School DC Retirement Plan vs the 2023 asset distribution
By assets, Holderness School DC Retirement Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
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)
| 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.
Holderness School DC Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Holderness School DC Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Holderness School DC Retirement Plan assets move in 2023? ▼
How have Holderness School plan assets changed over time? ▼
Where does Holderness School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Holderness School DC Retirement Plan? ▼
Next read for Holderness School DC Retirement Plan
Scale reading
Ways to act on Holderness School DC Retirement Plan's numbers.
- By total assets, Holderness School DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Hampshire. Compare plans
- Holderness School's sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Other Services plans