Other · DOL Form 5500 · 2023
The White Mountain School Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 49
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $132,015
- Avg per participant Near avg balance/head
Official DOL plan name: White Mountain School DC Plan · Sponsored by The White Mountain School · New Hampshire · Educational Services
$6M in assets, 49 participants
The White Mountain School's White Mountain School DC Plan reported $6M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #1,266 in Educational Services (3,735 peers)
2023 asset change
White Mountain School DC Plan grew at a solid clip 14.1% in 2023 ($6M → $6M) for 49 participants.
- #1,266
- in Educational Services (3,735 peers)
- +14.1%
- assets growth YoY
White Mountain School DC Plan's mid-pack asset rank among Educational Services and all filers
White Mountain School DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,468,739 49th percentile higher than 49% 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
White Mountain School DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. White Mountain School DC Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- White Mountain School DC Plan reported net income rose from -$1M in the plan year 2022 filing to $798K in the plan year 2023 filing.
- White Mountain School DC Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- White Mountain School DC Plan reported participants fell from 57 in the plan year 2022 filing to 49 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 020222221 · The White Mountain School PY 2023 · Other
White Mountain School DC Plan · $6M · 49 · 49th
- NET $6M
- BOOK 49
- VS-ST 49th
- BOY Other
- SCH near Lifespan, Incorporated Retirement Savings Plan
- EBSA ind #1266
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 New Hampshire →
White Mountain School DC Plan in the asset neighbourhood
The White Mountain School years around the 2023 move
Sponsor-wide plan assets over time
All The White Mountain School plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $6M |
| 2023 | 1 | 49 | $6M |
| 2024 | 1 | 50 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $798K |
| Employer EIN | 020222221 |
| Plan Effective Date | 1965-10-10 |
| Filing Status | FILING RECEIVED |
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
White Mountain School DC Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Lifespan, Incorporated Retirement Savings Plan in NC ($6M); by covered participants it is Labrees Inc in ME (49 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.
- Labrees Inc (ME) 49 · 0 off
- Auxiliary Services Defined Contribution Retirement Plan (NY) 49 · 0 off
- Applewild School 403(b) Plan (MA) 49 · 0 off
- Masschallenge 403(b) Plan (MA) 49 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.