Other · DOL Form 5500 · 2023

Waterford Institute, Inc. Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
373
Participants Below avg headcount
79th
Percentile by assets National rank
$80,879
Avg per participant Below avg balance/head
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Official DOL plan name: Waterford Institute, Inc. Defined Contribution Ret · Sponsored by Waterford Institute, Inc. · Utah · Educational Services

$30M in assets, 373 participants

Waterford Institute, Inc.'s Waterford Institute, Inc. Defined Contribution Ret reported $30M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,407 in Educational Services (3,735 peers)

Where Waterford Institute, Inc. Defined Contribution Ret sits by assets

Waterford Institute, Inc. Defined Contribution Ret sits in the top quartile of all filed plans by assets, $30M for 373 participants (~$80,879/participant), up 21.8% in 2023.

#2,407
in Educational Services (3,735 peers)
+21.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Waterford Institute, Inc. Defined Contribution Ret's outsized position by total assets

Waterford Institute, Inc. Defined Contribution Ret vs every filed plan by assets

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

$30,167,968 Top 21% higher than 79% 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

Waterford Institute, Inc. Defined Contribution Ret 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. Waterford Institute, Inc. Defined Contribution Ret sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waterford Institute, Inc. Defined Contribution Ret reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Waterford Institute, Inc. Defined Contribution Ret end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Waterford Institute, Inc. Defined Contribution Ret reported participants rose from 362 in the plan year 2022 filing to 373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510202349 · Waterford Institute, Inc. PY 2023 · Other

Waterford Institute, Inc. Defined Contribution Ret · $30M · 373 · 79th

  • RANK $30M
  • RANK 373
  • RANK 79th
  • RANK Other
  • RANK near Brewster Academy Retirement Plan
  • RANK ind #2407

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 Utah →

Waterford Institute, Inc. Defined Contribution Ret in the asset neighbourhood

Westminster College 403(b) Retirement AccountWestminster College 403(b) R…$30MWaterford Institute, Inc. Defined Contribution RetWaterford Institute, Inc. De…$30MBrewster Academy Retirement PlanBrewster Academy Retirement …$30MRocky Mountain College Defined Contribution Retirement PlanRocky Mountain College Defin…$30MPalo Alto University, Inc. Combined 403(b) PlanPalo Alto University, Inc. C…$30M
End-of-year total assets ($M) among Waterford Institute, Inc. Defined Contribution Ret and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN510202349
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Waterford Institute, Inc.)

Sponsor-wide plan assets over time

All Waterford Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 20.152191422256653% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.8M $29.8M ▲ +20.2%
Year Plans Participants Total Assets
2022 1 362 $25M
2023 1 373 $30M
2024 1 287 $30M

Nearby Other Plans in Utah

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

Waterford Institute, Inc. Defined Contribution Ret vs. nearby Other plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0100200300400 Total assets ($M) Participants Waterford Institute, Inc. Defined Contribution Ret, Total assets ($M): 30.167968 · Participants: 373Waterford Institute, Inc. Defined Contribution RetIntermountain Healthcare Tax Deferred Savings 403(b) Plan, Total assets ($M): 309.624 · Participants: 41571Intermountain Healthcare Tax Deferred Savings 403(b) PlanBrigham Young University Tax-Deferred Annuity Plan, Total assets ($M): 190.770327 · Participants: 7029Brigham Young University Tax-Deferred Annuity PlanIntermountain Ironworkers' Tax Deferral Plan, Total assets ($M): 103.856477 · Participants: 1356Intermountain Ironworkers' Tax Deferral PlanWestminster University Defined Contribution Retirement Plan, Total assets ($M): 85.093544 · Participants: 318Westminster University Defined Contribution Retirement PlanChildren's Miracle Network 403(b) Plan, Total assets ($M): 45.736773 · Participants: 185Children's Miracle Network 403(b) Plan
Waterford Institute, Inc. Defined Contribution Ret vs. nearby Other plans in Utah, assets vs. participants
Compare Waterford Institute, Inc. Defined Contribution Ret side-by-side with 3 peers →

Waterford Institute, Inc. Defined Contribution Ret's out-of-state Other peers by assets and headcount

Outside Utah, the nearest Other by assets is Brewster Academy Retirement Plan in NH ($30M); by covered participants it is Felician University Retirement Plan in NJ (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Waterford Institute, Inc. Defined Contribution Ret assets move in 2023? ▼
Waterford Institute, Inc. Defined Contribution Ret grew sharply - up 21.8% during 2023, from $25M to $30M. Reported net income was $5M.
How have Waterford Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waterford Institute, Inc.'s sponsor-wide assets grew 20.2%, from $25M to $30M.
Where does Waterford Institute, Inc. Defined Contribution Ret rank by assets among Form 5500 filers? ▼
Waterford Institute, Inc. Defined Contribution Ret ranks in the 79th 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 Waterford Institute, Inc. Defined Contribution Ret? ▼
Among Other plans in other states, the closest by assets is Brewster Academy Retirement Plan in NH ($30M, 157 participants).
Which Other plans cover a similar participant headcount to Waterford Institute, Inc. Defined Contribution Ret? ▼
Among Other plans in other states, the closest by covered participants is Felician University Retirement Plan in NJ (373 participants, $42M 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 510202349.

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.