Other · DOL Form 5500 · 2024
The Winsor School Retirement Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 126
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $526,741
- Avg per participant High balance/head
Official DOL plan name: Winsor School 403b Plan · Sponsored by The Winsor School · Massachusetts · Educational Services
$66M in assets, 126 participants
The Winsor School's Winsor School 403b Plan reported $66M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,794 in Educational Services (3,638 peers)
Coverage in Massachusetts
Winsor School 403b Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $66M.
- #2,794
- in Educational Services (3,638 peers)
- +12.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Winsor School 403b Plan's outsized position by total assets
Winsor School 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,369,353 Top 13% higher than 87% 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
Winsor School 403b Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winsor School 403b Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winsor School 403b Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Winsor School 403b Plan end-of-year assets rose from $59M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Winsor School 403b Plan reported participants fell from 135 in the plan year 2023 filing to 126 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042105842 · The Winsor School PY 2024 · Other
Winsor School 403b Plan · $66M · 126 · 87th
- SCH $66M
- SCH 126
- SCH 87th
- SCH Other
- SCH near Columbia College Retirement Savings Plan
- SCH ind #2794
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 →
Winsor School 403b Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $7M |
| Employer EIN | 042105842 |
| Plan Effective Date | 1969-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Winsor School)
Sponsor-wide plan assets over time
All The Winsor School plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 24.173628792741976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 141 | $53M |
| 2023 | 1 | 135 | $59M |
| 2024 | 1 | 126 | $66M |
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
Winsor School 403b Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Columbia College Retirement Savings Plan in MO ($66M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Columbia College Retirement Savings Plan (MO) $66M · 1,159
- Upstate Caring Partners 403(b) Retirement Plan (NY) $66M · 1,567
- Mount St. Joseph University Defined Contribution Plan (OH) $66M · 341
- Guide Dogs for the Blind, Inc. 403(b) Plan (CA) $67M · 354
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.