Other · DOL Form 5500 · 2024
The Williston Northampton School Retirement Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 193
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $290,060
- Avg per participant High balance/head
Official DOL plan name: The Williston Northampton School Defined Contribution Retirement Plan · Sponsored by The Williston Northampton School · Massachusetts · Educational Services
$56M in assets, 193 participants
The Williston Northampton School's The Williston Northampton School Defined Contribution Retirement Plan reported $56M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,692 in Educational Services (3,638 peers)
Coverage in Massachusetts
The Williston Northampton School Defined Contribution Retirement Plan covers 193 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $56M.
- #2,692
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Williston Northampton School Defined Contribution Retirement Plan's outsized position by total assets
The Williston Northampton School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,981,642 Top 15% higher than 85% 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
The Williston Northampton School Defined Contribution Retirement 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. The Williston Northampton School Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Williston Northampton School Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Williston Northampton School Defined Contribution Retirement Plan end-of-year assets rose from $52M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- The Williston Northampton School Defined Contribution Retirement Plan reported participants rose from 182 in the plan year 2023 filing to 193 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 041975990 · The Williston Northampton School PY 2024 · Other
The Williston Northampton School Defined Contribution Retirement Plan · $56M · 193 · 85th
- EBSA $56M
- EBSA 193
- EBSA 85th
- EBSA Other
- EBSA near Carlow University Defined Contribution Plan
- EBSA ind #2692
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 →
The Williston Northampton School Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $4M |
| Employer EIN | 041975990 |
| Plan Effective Date | 1962-12-16 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Williston Northampton School)
Sponsor-wide plan assets over time
All The Williston Northampton School plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 20.87803679615575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $46M |
| 2023 | 1 | 182 | $52M |
| 2024 | 1 | 193 | $56M |
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
The Williston Northampton School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Carlow University Defined Contribution Plan in PA ($56M); by covered participants it is Gfhc Employee Retirement Savings Plan in CT (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Gfhc Employee Retirement Savings Plan (CT) 193 · 0 off
- University Liggett Tiaa Cref Pension Plan (MI) 193 · 0 off
- Lincoln Non-Union 403b Plan (CA) 193 · 0 off
- Christian Academy of Knoxville Retirement Savings Plan (TN) 193 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.