Other · DOL Form 5500 · 2024
Windward School Inc Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 170
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $287,700
- Avg per participant High balance/head
Official DOL plan name: Windward School Defined Contribution Retirement Plan · Sponsored by Windward School Inc · California · Educational Services
$49M in assets, 170 participants
Windward School Inc's Windward School Defined Contribution Retirement Plan reported $49M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,607 in Educational Services (3,638 peers)
Coverage in California
Windward School Defined Contribution Retirement Plan covers 170 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $49M.
- #2,607
- in Educational Services (3,638 peers)
- +13.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Windward School Defined Contribution Retirement Plan's outsized position by total assets
Windward School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,908,972 Top 16% higher than 84% 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
Windward 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. Windward School Defined Contribution Retirement Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Windward School Defined Contribution Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- Windward School Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Windward School Defined Contribution Retirement Plan reported participants rose from 161 in the plan year 2023 filing to 170 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 952701337 · Windward School Inc PY 2024 · Other
Windward School Defined Contribution Retirement Plan · $49M · 170 · 84th
- PCT $49M
- EIN 170
- RANK 84th
- PHOTO Other
- IND near Upper Iowa University 403(b) Retirement Plan
- EOY ind #2607
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 California →
Windward School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $6M |
| Employer EIN | 952701337 |
| Plan Effective Date | 1981-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Windward School Inc)
Sponsor-wide plan assets over time
All Windward School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 33.223019122603795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 168 | $37M |
| 2023 | 1 | 161 | $43M |
| 2024 | 1 | 170 | $49M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Windward School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Upper Iowa University 403(b) Retirement Plan in IA ($49M); by covered participants it is Kootenai Clinic 403(b) Plan in ID (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 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.