Other · DOL Form 5500 · 2023

Waterford School Holding Corp Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
215
Participants Below avg headcount
80th
Percentile by assets National rank
$145,700
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Waterford School 403(b) Plan · Sponsored by Waterford School Holding Corp · Utah · Educational Services

$31M in assets, 215 participants

Waterford School Holding Corp's Waterford School 403(b) Plan reported $31M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,436 in Educational Services (3,735 peers)

Coverage in Utah

Waterford School 403(b) Plan covers 215 participants in Utah, about 36% of the average Utah filer (state average ~592 per filing). Assets: $31M.

#2,436
in Educational Services (3,735 peers)
+14.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Waterford School 403(b) Plan's outsized position by total assets

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

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

$31,325,472 Top 20% higher than 80% 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

Waterford School 403(b) 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. Waterford School 403(b) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterford School 403(b) Plan reported participants fell from 301 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • Waterford School 403(b) Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Waterford School 403(b) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274865865 · Waterford School Holding Corp PY 2023 · Other

Waterford School 403(b) Plan · $31M · 215 · 80th

  • IND $31M
  • IND 215
  • IND 80th
  • IND Other
  • IND near Greater Atlanta Christian Schools, Inc. Retirement Plan
  • IND ind #2436

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 Utah →

Waterford School 403(b) Plan in the asset neighbourhood

Westminster Services, Inc. 403(b) PlanWestminster Services, Inc. 4…$31MWorld Education Services, Inc. 403(b) Tax Deferred Annuity PlanWorld Education Services, In…$31MWaterford School 403(b) Plan$31MGreater Atlanta Christian Schools, Inc. Retirement PlanGreater Atlanta Christian Sc…$31MSpurwink Services 403(b) Plan$31M
End-of-year total assets ($M) among Waterford School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN274865865
Plan Effective Date2011-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford School Holding Corp)

Sponsor-wide plan assets over time

All Waterford School Holding Corp plans reported in each filing year

Latest sponsor-wide plan assets
$35M 29.17689556007575% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.4M $35.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 301 $27M
2023 1 215 $31M
2024 1 195 $35M

Nearby Other Plans in Utah

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

Waterford School 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300400 Total assets ($M) Participants Waterford School 403(b) Plan, Total assets ($M): 31.325472 · Participants: 215Waterford School 403(b) PlanIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) Plan
Waterford School 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
Compare Waterford School 403(b) Plan side-by-side with 3 peers →

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

Outside Utah, the nearest Other by assets is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA ($31M); by covered participants it is The Wheeler School Defined Contribution Retirement Plan in RI (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Waterford School 403(b) Plan assets move in 2023? ▼
Waterford School 403(b) Plan grew at a solid clip - up 14.2% during 2023, from $27M to $31M. Reported net income was $4M.
How have Waterford School Holding Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford School Holding Corp's sponsor-wide assets grew 29.2%, from $27M to $35M.
Where does Waterford School 403(b) Plan rank by assets among Form 5500 filers? ▼
Waterford School 403(b) Plan ranks in the 80th 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 Waterford School 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Greater Atlanta Christian Schools, Inc. Retirement Plan in GA ($31M, 434 participants).
Which Other plans cover a similar participant headcount to Waterford School 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The Wheeler School Defined Contribution Retirement Plan in RI (215 participants, $65M 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 274865865.

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.