Other · DOL Form 5500 · 2023

Westminster Schools Retirement Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
469
Participants Below avg headcount
94th
Percentile by assets National rank
$357,215
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westminster Schools Defined Contribution Retirement Plan · Sponsored by Westminster Schools · Georgia · Educational Services

$168M in assets, 469 participants

Westminster Schools's Westminster Schools Defined Contribution Retirement Plan reported $168M in total assets and 469 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,360 in Educational Services (3,735 peers)

Coverage in Georgia

Westminster Schools Defined Contribution Retirement Plan covers 469 participants in Georgia, about 43% of the average Georgia filer (state average ~1,096 per filing). Assets: $168M.

#3,360
in Educational Services (3,735 peers)
+14.3%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Westminster Schools Defined Contribution Retirement Plan's outsized position by total assets

Westminster Schools Defined Contribution Retirement Plan vs every filed plan by assets

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

$167,533,827 Top 6% higher than 94% 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

Westminster Schools 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. Westminster Schools Defined Contribution Retirement Plan sits mid-pack in the medium band (469 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westminster Schools Defined Contribution Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Westminster Schools Defined Contribution Retirement Plan end-of-year assets rose from $147M in the plan year 2022 filing to $168M in the plan year 2023 filing.
  • Westminster Schools Defined Contribution Retirement Plan reported participants rose from 442 in the plan year 2022 filing to 469 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580566206 · Westminster Schools PY 2023 · Other

Westminster Schools Defined Contribution Retirement Plan · $168M · 469 · 94th

  • VS-ST $168M
  • BOY 469
  • SCH 94th
  • EBSA Other
  • PART near Capital University 403(b) Retirement Plan
  • TYPE ind #3360

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 Georgia →

Westminster Schools Defined Contribution Retirement Plan in the asset neighbourhood

Center for Creative Leadership Retirement Savings PlanCenter for Creative Leadersh…$168MCapital University 403(b) Retirement PlanCapital University 403(b) Re…$168MWestminster Schools Defined Contribution Retirement PlanWestminster Schools Defined …$168MThe Hotchkiss School 403(b) Retirement PlanThe Hotchkiss School 403(b) …$167MEmerson Health System Retirement Savings PlanEmerson Health System Retire…$167M
End-of-year total assets ($M) among Westminster Schools Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$168M
Net Income$21M
Employer EIN580566206
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westminster Schools)

Sponsor-wide plan assets over time

All Westminster Schools plans reported in each filing year

Latest sponsor-wide plan assets
$181M 23.712288615930557% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $147M $181M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 442 $147M
2023 1 469 $168M
2024 1 457 $181M

Nearby Other Plans in Georgia

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

Westminster Schools Defined Contribution Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 00.511.522.5 Total assets ($B) Participants Westminster Schools Defined Contribution Retirement Plan, Total assets ($B): 0.167533827 · Participants: 469Westminster Schools Defined Contribution Retirement PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Westminster Schools Defined Contribution Retirement Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Westminster Schools Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest Other by assets is Capital University 403(b) Retirement Plan in OH ($168M); by covered participants it is Evara Health Retirement Plan in FL (469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Westminster Schools Defined Contribution Retirement Plan assets move in 2023? ▼
Westminster Schools Defined Contribution Retirement Plan grew at a solid clip - up 14.3% during 2023, from $147M to $168M. Reported net income was $21M.
How have Westminster Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westminster Schools's sponsor-wide assets grew 23.7%, from $147M to $181M.
Where does Westminster Schools Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Westminster Schools Defined Contribution Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Westminster Schools Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Capital University 403(b) Retirement Plan in OH ($168M, 474 participants).
Which Other plans cover a similar participant headcount to Westminster Schools Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Evara Health Retirement Plan in FL (469 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 580566206.

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.