Other · DOL Form 5500 · 2024
Walnut Hill School Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 97
- Participants
- 70th
- Percentile by assets
- $198,132
- Avg per participant
Official DOL plan name: Walnut Hill School Defined Contribution Retirement Plan · Sponsored by Walnut Hill School · Massachusetts · Educational Services
$19M in assets, 97 participants
Walnut Hill School's Walnut Hill School Defined Contribution Retirement Plan reported $19M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 123,622 plans)
- #1,912 in Educational Services (3,638 peers)
Walnut Hill School multi-year trail
Walnut Hill School's plans moved +24.6% in assets from 2022 to 2024; this filing shows Walnut Hill School Defined Contribution Retirement Plan at $19M / 97 participants.
- $19M
- total plan assets (2024 EOY)
- 97
- covered participants
- 70th
- percentile by assets (of 123,622 plans)
- $198,132
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Walnut Hill School Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $809K in the plan year 2024 filing.
- Walnut Hill School Defined Contribution Retirement Plan reported participants rose from 81 in the plan year 2023 filing to 97 in the plan year 2024 filing.
- Walnut Hill School Defined Contribution Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Walnut Hill School across 3 plan years on file
Across the 3 plan years Walnut Hill School has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 24.6%, while reported participants moved from 102 to 97 (-4.9%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($15M).
Walnut Hill School multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $15M |
| 2023 | 1 | 81 | $18M |
| 2024 | 1 | 97 | $19M |
Walnut Hill School filing trail (2024)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $809K |
| Employer EIN | 042103636 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Walnut Hill School Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Similar-Sized Other Plans Nationally
Other plans in other states closest to Walnut Hill School Defined Contribution Retirement Plan by total assets, not by location.
- Gateways Community Services 403(b) Plan (NH) $19M · 700
- Sacramento Country Day School (CA) $19M · 163
- Franklin University Tax Deferred Annuity Plan (OH) $19M · 233
- The Health Federation of Philadelphia 403(b) Plan (PA) $19M · 404
Frequently Asked Questions
How did Walnut Hill School Defined Contribution Retirement Plan assets move in 2024? ▼
How have Walnut Hill School plan assets changed over time? ▼
Which Other plans are similar in size to Walnut Hill School Defined Contribution Retirement Plan? ▼
Next read for Walnut Hill School Defined Contribution …
Multi-year trail
Ways to act on Walnut Hill School Defined Contribution Retirement Plan's numbers.
- By total assets, Walnut Hill School Defined Contribution Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Walnut Hill School's sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Educational Services plans