Other · DOL Form 5500 · 2023

Trustees of Westminster School, Inc. Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
162
Participants Small participant base
88th
Percentile by assets National rank
$395,345
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westminster School Defined Contribution Plan · Sponsored by Trustees of Westminster School, Inc. · Connecticut · Educational Services

$64M in assets, 162 participants

Trustees of Westminster School, Inc.'s Westminster School Defined Contribution Plan reported $64M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,923 in Educational Services (3,735 peers)

Coverage in Connecticut

Westminster School Defined Contribution Plan covers 162 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $64M.

#2,923
in Educational Services (3,735 peers)
+12.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Westminster School Defined Contribution Plan's outsized position by total assets

Westminster School Defined Contribution Plan vs every filed plan by assets

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

$64,045,959 Top 12% higher than 88% 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

Westminster School Defined Contribution 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. Westminster School Defined Contribution Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westminster School Defined Contribution Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Westminster School Defined Contribution Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Westminster School Defined Contribution Plan reported participants rose from 151 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060646960 · Trustees of Westminster School, Inc. PY 2023 · Other

Westminster School Defined Contribution Plan · $64M · 162 · 88th

  • PCT $64M
  • PCT 162
  • PCT 88th
  • PCT Other
  • PCT near Marietta Health Care Physicians, Inc. 403(b) Plan
  • PCT ind #2923

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 →

Westminster School Defined Contribution Plan in the asset neighbourhood

NECA-IBEW Local Union 1701 Pension Benefit Trust FundNECA-IBEW Local Union 1701 P…$64MMount St. Joseph University Defined Contribution PlanMount St. Joseph University …$64MWestminster School Defined Contribution PlanWestminster School Defined C…$64MMarietta Health Care Physicians, Inc. 403(b) PlanMarietta Health Care Physici…$64MCarnegie Library of Pittsburgh Retirement Savings PlanCarnegie Library of Pittsbur…$64M
End-of-year total assets ($M) among Westminster School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN060646960
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Westminster School, Inc.)

Sponsor-wide plan assets over time

All Trustees of Westminster School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.53499588685464% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57M $68.8M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 151 $57M
2023 1 162 $64M
2024 1 176 $69M

Nearby Other Plans in Connecticut

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

Westminster School Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Westminster School Defined Contribution Plan, Total assets ($B): 0.064045959 · Participants: 162Westminster School Defined Contribution PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Westminster School Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Westminster School Defined Contribution Plan side-by-side with 3 peers →

Westminster School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Marietta Health Care Physicians, Inc. 403(b) Plan in OH ($64M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Westminster School Defined Contribution Plan assets move in 2023? ▼
Westminster School Defined Contribution Plan grew at a solid clip - up 12.3% during 2023, from $57M to $64M. Reported net income was $7M.
How have Trustees of Westminster School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Westminster School, Inc.'s sponsor-wide assets grew 20.5%, from $57M to $69M.
Where does Westminster School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Westminster School Defined Contribution Plan ranks in the 88th 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 Westminster School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Marietta Health Care Physicians, Inc. 403(b) Plan in OH ($64M, 322 participants).
Which Other plans cover a similar participant headcount to Westminster School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Stony Brook School Defined Contribution Plan in NY (162 participants, $24M 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 060646960.

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.