Other · DOL Form 5500 · 2024
Westminster School Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 127
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $104,070
- Avg per participant Below avg balance/head
Official DOL plan name: Westminster School 403(b) DC Plan · Sponsored by Westminster School · Oklahoma · Educational Services
$13M in assets, 127 participants
Westminster School's Westminster School 403(b) DC Plan reported $13M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #1,614 in Educational Services (3,638 peers)
Coverage in Oklahoma
Westminster School 403(b) DC Plan covers 127 participants in Oklahoma, about 17% of the average Oklahoma filer (state average ~760 per filing). Assets: $13M.
- #1,614
- in Educational Services (3,638 peers)
- +7.8%
- assets growth YoY
Westminster School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Westminster School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,216,853 Top 38% higher than 62% 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
Westminster School 403(b) DC 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. Westminster School 403(b) DC Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westminster School 403(b) DC Plan reported net income fell from $1M in the plan year 2023 filing to $959K in the plan year 2024 filing.
- Westminster School 403(b) DC Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Westminster School 403(b) DC Plan reported participants rose from 120 in the plan year 2023 filing to 127 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 730730839 · Westminster School PY 2024 · Other
Westminster School 403(b) DC Plan · $13M · 127 · 62nd
- BOOK $13M
- VS-ST 127
- BOY 62nd
- SCH Other
- EBSA near California Science Center Foundation 403(b) Tda Plan
- PART ind #1614
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 Oklahoma →
Westminster School 403(b) DC Plan in the asset neighbourhood
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $959K |
| Employer EIN | 730730839 |
| Plan Effective Date | 1984-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westminster School)
Sponsor-wide plan assets over time
All Westminster School plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 19.07488855017841% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $11M |
| 2023 | 1 | 120 | $12M |
| 2024 | 1 | 127 | $13M |
Nearby Other Plans in Oklahoma
Peer Other plans, same state, same plan type, ranked by total assets.
- 403(b) Retirement Savings Plan for Integris Health, Inc. $1.1B · 11,191
- The University of Tulsa Defined Contribution Retirement Plan $427M · 1,162
- Saint Francis Health System, Inc. 403(b) Savings P $366M · 903
- Oral Roberts University Retirement Plan $75M · 497
- Duncan Regional Hospital 403(b) Plan $61M · 710
Westminster School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Oklahoma, the nearest Other by assets is California Science Center Foundation 403(b) Tda Plan in CA ($13M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Port Newark Maintenance & Repair 401(k) Plan (AZ) 127 · 0 off
- Yakima Valley Memorial Hospital Tax-Deferred Annuity Plan (WA) 127 · 0 off
- Kcrw 403(b) DC Plan (CA) 127 · 0 off
- The Christian Herald Association, Inc. Tax Deferred Annuity Plan (NY) 127 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.