Other · DOL Form 5500 · 2023

Winchendon School Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
173
Participants Small participant base
65th
Percentile by assets National rank
$78,067
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winchendon School 403(b) Retirement Plan · Sponsored by Winchendon School · Massachusetts · Educational Services

$14M in assets, 173 participants

Winchendon School's Winchendon School 403(b) Retirement Plan reported $14M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #1,774 in Educational Services (3,735 peers)

Coverage in Massachusetts

Winchendon School 403(b) Retirement Plan covers 173 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#1,774
in Educational Services (3,735 peers)
+18.2%
assets growth YoY

Winchendon School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Winchendon School 403(b) Retirement Plan vs every filed plan by assets

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

$13,505,618 Top 35% higher than 65% 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

Winchendon School 403(b) 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. Winchendon School 403(b) Retirement Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winchendon School 403(b) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Winchendon School 403(b) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Winchendon School 403(b) Retirement Plan reported participants rose from 165 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050270487 · Winchendon School PY 2023 · Other

Winchendon School 403(b) Retirement Plan · $14M · 173 · 65th

  • EBSA $14M
  • PART 173
  • TYPE 65th
  • NET Other
  • BOOK near Warren Fabricating Corporation Profit Sharing/401(k) Plan
  • VS-ST ind #1774

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 →

Winchendon School 403(b) Retirement Plan in the asset neighbourhood

Granite Edvance 403(b) Retirement PlanGranite Edvance 403(b) Retir…$14MWinchendon School 403(b) Retirement PlanWinchendon School 403(b) Ret…$14MWarren Fabricating Corporation Profit Sharing/401(k) PlanWarren Fabricating Corporati…$14MNew Vista of the Bluegrass, Inc. 403(b) PlanNew Vista of the Bluegrass, …$13MNational 4-H Council 403(b) PlanNational 4-H Council 403(b) …$13M
End-of-year total assets ($M) among Winchendon School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN050270487
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Winchendon School)

Sponsor-wide plan assets over time

All Winchendon School plans reported in each filing year

Latest sponsor-wide plan assets
$16M 37.531673736502356% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $15.7M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 165 $11M
2023 1 173 $14M
2024 1 149 $16M

Nearby Other Plans in Massachusetts

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

Winchendon School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Winchendon School 403(b) Retirement Plan, Total assets ($B): 0.013505618 · Participants: 173Winchendon School 403(b) Retirement 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
Winchendon School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Winchendon School 403(b) Retirement Plan side-by-side with 3 peers →

Winchendon School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Warren Fabricating Corporation Profit Sharing/401(k) Plan in OH ($14M); by covered participants it is Srht 403(b) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Winchendon School 403(b) Retirement Plan assets move in 2023? ▼
Winchendon School 403(b) Retirement Plan grew sharply - up 18.2% during 2023, from $11M to $14M. Reported net income was $2M.
How have Winchendon School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winchendon School's sponsor-wide assets grew 37.5%, from $11M to $16M.
Which Other plans are similar in size to Winchendon School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Warren Fabricating Corporation Profit Sharing/401(k) Plan in OH ($14M, 103 participants).
Which Other plans cover a similar participant headcount to Winchendon School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Srht 403(b) Plan in CA (173 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 050270487.

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.