Other · DOL Form 5500 · 2023

The Norwood School, Inc. Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
123
Participants Small participant base
84th
Percentile by assets National rank
$359,407
Avg per participant High balance/head
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Official DOL plan name: Norwood School Defined Contribution Retirement Plan · Sponsored by The Norwood School, Inc. · Maryland · Other Services

$44M in assets, 123 participants

The Norwood School, Inc.'s Norwood School Defined Contribution Retirement Plan reported $44M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,284 in Other Services (7,857 peers)

Coverage in Maryland

Norwood School Defined Contribution Retirement Plan covers 123 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $44M.

#7,284
in Other Services (7,857 peers)
+14.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Norwood School Defined Contribution Retirement Plan's outsized position by total assets

Norwood School Defined Contribution Retirement Plan vs every filed plan by assets

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

$44,207,066 Top 16% higher than 84% 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

Norwood School Defined Contribution 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. Norwood School Defined Contribution Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Norwood School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Norwood School Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Norwood School Defined Contribution Retirement Plan reported participants fell from 126 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520901098 · The Norwood School, Inc. PY 2023 · Other

Norwood School Defined Contribution Retirement Plan · $44M · 123 · 84th

  • VS-ST $44M
  • VS-ST 123
  • VS-ST 84th
  • VS-ST Other
  • VS-ST near Tri-State Memorial Hospital, Inc. Retirement Plan
  • VS-ST ind #7284

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 Other Services retirement plans → · Plans in Maryland →

Norwood School Defined Contribution Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of New England Donor Services, Inc.Retirement Plan for Employee…$44MTri-State Memorial Hospital, Inc. Retirement PlanTri-State Memorial Hospital,…$44MNorwood School Defined Contribution Retirement PlanNorwood School Defined Contr…$44MWood County Hospital 403(b) PlanWood County Hospital 403(b) …$44MThe Awty International School 403(b) Retirement PlanThe Awty International Schoo…$44M
End-of-year total assets ($M) among Norwood School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$44M
Net Income$6M
Employer EIN520901098
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Norwood School, Inc.)

Sponsor-wide plan assets over time

All The Norwood School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 25.52236619250612% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.6M $48.4M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 126 $39M
2023 1 123 $44M
2024 1 125 $48M

Nearby Other Plans in Maryland

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

Norwood School Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Norwood School Defined Contribution Retirement Plan, Total assets ($B): 0.044207066 · Participants: 123Norwood School Defined Contribution Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
Norwood School Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Norwood School Defined Contribution Retirement Plan side-by-side with 3 peers →

Norwood School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Tri-State Memorial Hospital, Inc. Retirement Plan in WA ($44M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Norwood School Defined Contribution Retirement Plan assets move in 2023? ▼
Norwood School Defined Contribution Retirement Plan grew at a solid clip - up 14.6% during 2023, from $39M to $44M. Reported net income was $6M.
How have The Norwood School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Norwood School, Inc.'s sponsor-wide assets grew 25.5%, from $39M to $48M.
Where does Norwood School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Norwood School Defined Contribution Retirement Plan ranks in the 84th 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 Norwood School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Tri-State Memorial Hospital, Inc. Retirement Plan in WA ($44M, 641 participants).
Which Other plans cover a similar participant headcount to Norwood School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University School of Jackson 403(b) Retirement Pla in TN (123 participants, $13M 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 520901098.

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.