Other · DOL Form 5500 · 2023

The Whitney Academy, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
167
Participants Small participant base
45th
Percentile by assets National rank
$31,236
Avg per participant Low balance/head
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Official DOL plan name: The Whitney Academy, Inc. Tda Plan · Sponsored by The Whitney Academy, Inc. · Massachusetts · Educational Services

$5M in assets, 167 participants

The Whitney Academy, Inc.'s The Whitney Academy, Inc. Tda Plan reported $5M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,131 in Educational Services (3,735 peers)

Coverage in Massachusetts

The Whitney Academy, Inc. Tda Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#1,131
in Educational Services (3,735 peers)
+12.2%
assets growth YoY

The Whitney Academy, Inc. Tda Plan's mid-pack asset rank among Educational Services and all filers

The Whitney Academy, Inc. Tda Plan vs every filed plan by assets

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

$5,216,424 45th percentile higher than 45% 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

The Whitney Academy, Inc. Tda 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. The Whitney Academy, Inc. Tda Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Whitney Academy, Inc. Tda Plan reported net income rose from $419K in the plan year 2022 filing to $567K in the plan year 2023 filing.
  • The Whitney Academy, Inc. Tda Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Whitney Academy, Inc. Tda Plan reported participants rose from 155 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042939430 · The Whitney Academy, Inc. PY 2023 · Other

The Whitney Academy, Inc. Tda Plan · $5M · 167 · 45th

  • TYPE $5M
  • TYPE 167
  • TYPE 45th
  • TYPE Other
  • TYPE near Puff Sierzega & Macfeeters LLC Tr
  • TYPE ind #1131

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 →

The Whitney Academy, Inc. Tda Plan in the asset neighbourhood

The Whitney Academy, Inc. Tda PlanThe Whitney Academy, Inc. Td…$5MUniversal Primary Care 403(b) PlanUniversal Primary Care 403(b…$5MSection 403(b) Retirement Plan for Stein Hospice Service, Inc 403(b) PlanSection 403(b) Retirement Pl…$5MPuff Sierzega & Macfeeters LLC TrPuff Sierzega & Macfeeters L…$5MAkron-Canton Regional Foodbank 403(b) PlanAkron-Canton Regional Foodba…$5M
End-of-year total assets ($M) among The Whitney Academy, Inc. Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$567K
Employer EIN042939430
Plan Effective Date1998-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Whitney Academy, Inc.)

Sponsor-wide plan assets over time

All The Whitney Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.824575819107928% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.65M $5.76M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 155 $5M
2023 1 167 $5M
2024 1 154 $6M

Nearby Other Plans in Massachusetts

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

The Whitney Academy, Inc. Tda Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Whitney Academy, Inc. Tda Plan, Total assets ($B): 0.005216424 · Participants: 167The Whitney Academy, Inc. Tda 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
The Whitney Academy, Inc. Tda Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Whitney Academy, Inc. Tda Plan side-by-side with 3 peers →

The Whitney Academy, Inc. Tda Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Puff Sierzega & Macfeeters LLC Tr in NJ ($5M); by covered participants it is Bethel College DC Plan in KS (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 The Whitney Academy, Inc. Tda Plan assets move in 2023? ▼
The Whitney Academy, Inc. Tda Plan grew at a solid clip - up 12.2% during 2023, from $5M to $5M. Reported net income was $567K.
How have The Whitney Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Whitney Academy, Inc.'s sponsor-wide assets grew 23.8%, from $5M to $6M.
Which Other plans are similar in size to The Whitney Academy, Inc. Tda Plan? ▼
Among Other plans in other states, the closest by assets is Puff Sierzega & Macfeeters LLC Tr in NJ ($5M, 23 participants).
Which Other plans cover a similar participant headcount to The Whitney Academy, Inc. Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Bethel College DC Plan in KS (167 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 042939430.

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.