Other · DOL Form 5500 · 2023

The Windward School Retirement Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
388
Participants Below avg headcount
89th
Percentile by assets National rank
$198,123
Avg per participant Above avg balance/head
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Official DOL plan name: Windward School Retirement Plan · Sponsored by The Windward School · New York · Educational Services

$77M in assets, 388 participants

The Windward School's Windward School Retirement Plan reported $77M in total assets and 388 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,023 in Educational Services (3,735 peers)

Coverage in New York

Windward School Retirement Plan covers 388 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $77M.

#3,023
in Educational Services (3,735 peers)
+16.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Windward School Retirement Plan's outsized position by total assets

Windward School Retirement Plan vs every filed plan by assets

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

$76,871,786 Top 11% higher than 89% 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

Windward School 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. Windward School Retirement Plan sits mid-pack in the medium band (388 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Windward School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Windward School Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Windward School Retirement Plan reported participants fell from 402 in the plan year 2022 filing to 388 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131740499 · The Windward School PY 2023 · Other

Windward School Retirement Plan · $77M · 388 · 89th

  • ASSETS $77M
  • ASSETS 388
  • ASSETS 89th
  • ASSETS Other
  • ASSETS near Dameron Hospital Association 403(b) Retirement Plan
  • ASSETS ind #3023

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 York →

Windward School Retirement Plan in the asset neighbourhood

Morehouse College Defined Contribution PlanMorehouse College Defined Co…$77MOaklawn Tax Sheltered Annuity PlanOaklawn Tax Sheltered Annuit…$77MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$77MDameron Hospital Association 403(b) Retirement PlanDameron Hospital Association…$77MWindward School Retirement PlanWindward School Retirement P…$77M
End-of-year total assets ($M) among Windward School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$77M
Net Income$11M
Employer EIN131740499
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Windward School)

Sponsor-wide plan assets over time

All The Windward School plans reported in each filing year

Latest sponsor-wide plan assets
$87M 31.543713149745972% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $66.2M $87M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 402 $66M
2023 1 388 $77M
2024 1 434 $87M

Nearby Other Plans in New York

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

Windward School Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Windward School Retirement Plan, Total assets ($B): 0.076871786 · Participants: 388Windward School Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Windward School Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Windward School Retirement Plan side-by-side with 3 peers →

Windward School Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Dameron Hospital Association 403(b) Retirement Plan in CA ($77M); by covered participants it is Full Circle Health, Inc. 403(b) Plan in ID (388 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (388 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 Windward School Retirement Plan assets move in 2023? ▼
Windward School Retirement Plan grew sharply - up 16.2% during 2023, from $66M to $77M. Reported net income was $11M.
How have The Windward School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Windward School's sponsor-wide assets grew 31.5%, from $66M to $87M.
Where does Windward School Retirement Plan rank by assets among Form 5500 filers? ▼
Windward School Retirement Plan ranks in the 89th 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 Windward School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dameron Hospital Association 403(b) Retirement Plan in CA ($77M, 524 participants).
Which Other plans cover a similar participant headcount to Windward School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Full Circle Health, Inc. 403(b) Plan in ID (388 participants, $27M 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 131740499.

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.