Other · DOL Form 5500 · 2024
Walnut Hill School Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 97
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $198,132
- Avg per participant Above avg balance/head
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.
- #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.
- #1,912
- in Educational Services (3,638 peers)
- +4.4%
- assets growth YoY
Walnut Hill School Defined Contribution Retirement Plan's outsized position by total assets
Walnut Hill School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,218,834 Top 30% higher than 70% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Walnut Hill School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walnut Hill School Defined Contribution Retirement Plan is a small filing (97 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 042103636 · Walnut Hill School PY 2024 · Other
Walnut Hill School Defined Contribution Retirement Plan · $19M · 97 · 70th
- RANK $19M
- RANK 97
- RANK 70th
- RANK Other
- RANK near Gateways Community Services 403(b) Plan
- RANK ind #1912
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 →
Walnut Hill School Defined Contribution Retirement Plan in the asset neighbourhood
Walnut Hill School multi-year asset trail
Sponsor-wide plan assets over time
All Walnut Hill School plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 24.611830374206352% vs 2022
- 2024 filing year
| 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.
- 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
Walnut Hill School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Gateways Community Services 403(b) Plan in NH ($19M); by covered participants it is Morrow Memorial Home for the Aged, Inc. in WI (97 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.
- Morrow Memorial Home for the Aged, Inc. (WI) 97 · 0 off
- The Schenck School Retirement Plan (GA) 97 · 0 off
- Three Square 403(b) Plan (NV) 97 · 0 off
- Foundation for the National Institutes of Health 403(b) DC Plan (MD) 97 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.