Other · DOL Form 5500 · 2024
Applewild School Incorporated Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $131,525
- Avg per participant Near avg balance/head
Official DOL plan name: Applewild School 403(b) Plan · Sponsored by Applewild School Incorporated · Massachusetts · Educational Services
$8M in assets, 60 participants
Applewild School Incorporated's Applewild School 403(b) Plan reported $8M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #1,238 in Educational Services (3,638 peers)
Applewild School Incorporated multi-year trail
Applewild School Incorporated's plans moved +38.2% in assets from 2022 to 2024; this filing shows Applewild School 403(b) Plan at $8M / 60 participants.
- #1,238
- in Educational Services (3,638 peers)
- +8.6%
- assets growth YoY
Applewild School 403(b) Plan's mid-pack asset rank among Educational Services and all filers
Applewild School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,891,494 Top 49% higher than 51% 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
Applewild School 403(b) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applewild School 403(b) Plan is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applewild School 403(b) Plan reported participants rose from 49 in the plan year 2023 filing to 60 in the plan year 2024 filing.
- Applewild School 403(b) Plan reported net income fell from $744K in the plan year 2023 filing to $625K in the plan year 2024 filing.
- Applewild School 403(b) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042225643 · Applewild School Incorporated PY 2024 · Other
Applewild School 403(b) Plan · $8M · 60 · 51st
- EBSA $8M
- PART 60
- TYPE 51st
- NET Other
- BOOK near The Christian Herald Association, Inc. Tax Deferred Annuity Plan
- VS-ST ind #1238
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 →
Applewild School 403(b) Plan in the asset neighbourhood
Applewild School Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Applewild School Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 38.18352656394926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42 | $6M |
| 2023 | 1 | 49 | $7M |
| 2024 | 1 | 60 | $8M |
Applewild School Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $625K |
| Employer EIN | 042225643 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
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
Applewild School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Christian Herald Association, Inc. Tax Deferred Annuity Plan in NY ($8M); by covered participants it is Knight Foundation Section 403(b) Plan in FL (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 participants); asset peers above are excluded.
- Knight Foundation Section 403(b) Plan (FL) 60 · 0 off
- Appalachian Trail Conservancy 403(b) Retirement Plan (WV) 60 · 0 off
- Higher Horizons Day Care, Inc. 403(b) Retirement Plan (VA) 60 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 60 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.