Other · DOL Form 5500 · 2024

Westside School Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
82
Participants Small participant base
41st
Percentile by assets National rank
$56,481
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westside School 403(b) DC Plan · Sponsored by Westside School · Washington · Educational Services

$5M in assets, 82 participants

Westside School's Westside School 403(b) DC Plan reported $5M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #941 in Educational Services (3,638 peers)

Westside School multi-year trail

Westside School's plans moved +40.2% in assets from 2022 to 2024; this filing shows Westside School 403(b) DC Plan at $5M / 82 participants.

#941
in Educational Services (3,638 peers)
+7.9%
assets growth YoY

Westside School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Westside School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,631,437 41st percentile higher than 41% 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

Westside School 403(b) DC 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. Westside School 403(b) DC Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westside School 403(b) DC Plan reported net income fell from $991K in the plan year 2023 filing to $337K in the plan year 2024 filing.
  • Westside School 403(b) DC Plan reported participants rose from 69 in the plan year 2023 filing to 82 in the plan year 2024 filing.
  • Westside School 403(b) DC Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911151493 · Westside School PY 2024 · Other

Westside School 403(b) DC Plan · $5M · 82 · 41st

  • PHOTO $5M
  • IND 82
  • EOY 41st
  • 5500 Other
  • ASSETS near Annandale at Suwanee, Inc. 403(b) Plan
  • PCT ind #941

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 Washington →

Westside School 403(b) DC Plan in the asset neighbourhood

Cutchins Programs for Children and Families, Inc. TsaCutchins Programs for Childr…$5MWestside School 403(b) DC PlanWestside School 403(b) DC Pl…$5MAnnandale at Suwanee, Inc. 403(b) PlanAnnandale at Suwanee, Inc. 4…$5MHonolulu Community Action Program, Inc. Retirement PlanHonolulu Community Action Pr…$5MNorth Central Wv Community Action Association Inc. 403 (B) Retirement PlanNorth Central Wv Community A…$5M
End-of-year total assets ($M) among Westside School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Westside School multi-year asset trail

Sponsor-wide plan assets over time

All Westside School plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.22390109016748% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.3M $4.63M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 58 $3M
2023 1 69 $4M
2024 1 82 $5M

Westside School filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$337K
Employer EIN911151493
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Westside School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Westside School 403(b) DC Plan, Total assets ($B): 0.004631437 · Participants: 82Westside School 403(b) DC PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Westside School 403(b) DC Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Westside School 403(b) DC Plan side-by-side with 3 peers →

Westside School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Annandale at Suwanee, Inc. 403(b) Plan in GA ($5M); by covered participants it is The Washington Latin School Defined Contribution Plan in DC (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Westside School 403(b) DC Plan assets move in 2024? ▼
Westside School 403(b) DC Plan grew at a solid clip - up 7.9% during 2024, from $4M to $5M. Reported net income was $337K.
How have Westside School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westside School's sponsor-wide assets grew 40.2%, from $3M to $5M.
Which Other plans are similar in size to Westside School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Annandale at Suwanee, Inc. 403(b) Plan in GA ($5M, 171 participants).
Which Other plans cover a similar participant headcount to Westside School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is The Washington Latin School Defined Contribution Plan in DC (82 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911151493.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.