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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2023→2024 release diff →

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

Guide Dogs for the Blind, Inc. 403(b) PlanGuide Dogs for the Blind, In…$67MWinsor School 403b Plan$66MColumbia College Retirement Savings PlanColumbia College Retirement …$66MUpstate Caring Partners 403(b) Retirement PlanUpstate Caring Partners 403(…$66MMount St. Joseph University Defined Contribution PlanMount St. Joseph University …$66M
End-of-year total assets ($M) among Winsor School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$66M
Net Income$7M
Employer EIN042105842
Plan Effective Date1969-10-01
Filing StatusFILING 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
$50M$55M$60M$65M$70M 202220232024 $53.5M $66.4M ▲ +24.2%
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.

Winsor School 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Winsor School 403b Plan, Total assets ($B): 0.066369353 · Participants: 126Winsor School 403b PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Winsor School 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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.

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.

Frequently Asked Questions

How did Winsor School 403b Plan assets move in 2024?
Winsor School 403b Plan grew at a solid clip - up 12.4% during 2024, from $59M to $66M. Reported net income was $7M.
How have The Winsor School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Winsor School's sponsor-wide assets grew 24.2%, from $53M to $66M.
Where does Winsor School 403b Plan rank by assets among Form 5500 filers?
Winsor School 403b Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Winsor School 403b Plan?
Among Other plans in other states, the closest by assets is Columbia College Retirement Savings Plan in MO ($66M, 1,159 participants).
Which Other plans cover a similar participant headcount to Winsor School 403b Plan?
Among Other plans in other states, the closest by covered participants is Agency for Community Transit 403b Retirement Plan in IL (126 participants, $18M in assets).