Other · DOL Form 5500 · 2023

Coe-Brown Northwood Academy Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
148
Participants Small participant base
75th
Percentile by assets National rank
$153,660
Avg per participant Above avg balance/head
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Official DOL plan name: Coe-Brown Northwood Academy Tax-Deferred Annuity Plan · Sponsored by Coe-Brown Northwood Academy · New Hampshire · Educational Services

$23M in assets, 148 participants

Coe-Brown Northwood Academy's Coe-Brown Northwood Academy Tax-Deferred Annuity Plan reported $23M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,187 in Educational Services (3,735 peers)

Coverage in New Hampshire

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan covers 148 participants in New Hampshire, about 49% of the average New Hampshire filer (state average ~301 per filing). Assets: $23M.

#2,187
in Educational Services (3,735 peers)
+15.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan's outsized position by total assets

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan vs every filed plan by assets

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

$22,741,724 Top 25% higher than 75% 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

Coe-Brown Northwood Academy Tax-Deferred Annuity 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. Coe-Brown Northwood Academy Tax-Deferred Annuity Plan sits mid-pack in the medium band (148 participants).

Plan-year Form 5500 strip

Filing strip 020241746 · Coe-Brown Northwood Academy PY 2023 · Other

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan · $23M · 148 · 75th

  • EBSA $23M
  • EBSA 148
  • EBSA 75th
  • EBSA Other
  • EBSA near Rediscover Retirement Plan
  • EBSA ind #2187

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 →

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan in the asset neighbourhood

The Jewish Federations of North America 403(b) DC PlanThe Jewish Federations of No…$23MVirginia Tech Foundation 403(b) PlanVirginia Tech Foundation 403…$23MThe Ivymount School and Programs 403(b) PlanThe Ivymount School and Prog…$23MCoe-Brown Northwood Academy Tax-Deferred Annuity PlanCoe-Brown Northwood Academy …$23MRediscover Retirement Plan$23M
End-of-year total assets ($M) among Coe-Brown Northwood Academy Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN020241746
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coe-Brown Northwood Academy)

Sponsor-wide plan assets over time

All Coe-Brown Northwood Academy plans reported in each filing year

Latest sponsor-wide plan assets
$25M 9.343535257045597% vs 2023
2024 filing year
$22M$23M$24M$25M$26M 20232024 $22.7M $24.9M ▲ +9.4%
Year Plans Participants Total Assets
2023 1 148 $23M
2024 1 148 $25M

Nearby Other Plans in New Hampshire

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

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Coe-Brown Northwood Academy Tax-Deferred Annuity Plan, Total assets ($B): 0.022741724 · Participants: 148Coe-Brown Northwood Academy Tax-Deferred Annuity PlanDartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan vs. nearby Other plans in New Hampshire, assets vs. participants
Compare Coe-Brown Northwood Academy Tax-Deferred Annuity Plan side-by-side with 3 peers →

Coe-Brown Northwood Academy Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is Rediscover Retirement Plan in MO ($23M); by covered participants it is Unbound Retirement Plan in KS (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Coe-Brown Northwood Academy Tax-Deferred Annuity Plan assets move in 2023? ▼
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan grew sharply - up 15.1% during 2023, from $20M to $23M. Reported net income was $3M.
How have Coe-Brown Northwood Academy plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Coe-Brown Northwood Academy's sponsor-wide assets grew 9.3%, from $23M to $25M.
Where does Coe-Brown Northwood Academy Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan ranks in the 75th 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 Coe-Brown Northwood Academy Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Rediscover Retirement Plan in MO ($23M, 719 participants).
Which Other plans cover a similar participant headcount to Coe-Brown Northwood Academy Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Unbound Retirement Plan in KS (148 participants, $19M 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 020241746.

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.