Other · DOL Form 5500 · 2024
Waterford Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 287
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $103,677
- Avg per participant Below avg balance/head
Official DOL plan name: Waterford Institute, Inc. Defined Contribution Ret · Sponsored by Waterford Institute, Inc. · Utah · Educational Services
$30M in assets, 287 participants
Waterford Institute, Inc.'s Waterford Institute, Inc. Defined Contribution Ret reported $30M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,244 in Educational Services (3,638 peers)
Coverage in Utah
Waterford Institute, Inc. Defined Contribution Ret covers 287 participants in Utah, about 49% of the average Utah filer (state average ~592 per filing). Assets: $30M.
- #2,244
- in Educational Services (3,638 peers)
- -1.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $413K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Waterford Institute, Inc. Defined Contribution Ret's outsized position by total assets
Waterford Institute, Inc. Defined Contribution Ret vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,755,212 Top 23% higher than 77% 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
Waterford Institute, Inc. Defined Contribution Ret 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. Waterford Institute, Inc. Defined Contribution Ret sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waterford Institute, Inc. Defined Contribution Ret reported net income fell from $5M in the plan year 2023 filing to -$413K in the plan year 2024 filing.
- Waterford Institute, Inc. Defined Contribution Ret reported participants fell from 373 in the plan year 2023 filing to 287 in the plan year 2024 filing.
- Waterford Institute, Inc. Defined Contribution Ret end-of-year assets fell from $30M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 510202349 · Waterford Institute, Inc. PY 2024 · Other
Waterford Institute, Inc. Defined Contribution Ret · $30M · 287 · 77th
- EOY $30M
- EOY 287
- EOY 77th
- EOY Other
- EOY near The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan
- EOY ind #2244
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 Utah →
Waterford Institute, Inc. Defined Contribution Ret in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$413K |
| Employer EIN | 510202349 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterford Institute, Inc.)
Sponsor-wide plan assets over time
All Waterford Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 20.152191422256653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 362 | $25M |
| 2023 | 1 | 373 | $30M |
| 2024 | 1 | 287 | $30M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
Waterford Institute, Inc. Defined Contribution Ret's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan in PA ($30M); by covered participants it is Saint Andrew's School Defined Contribution Retirement Plan in FL (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan (PA) $30M · 288
- Aiche Tax Deferred Savings Plan (NY) $30M · 117
- Minneapolis College of Art and Design Defined Contribution Retirement Plan (MN) $30M · 258
- 403(b) Thrift Plan for Employees of Ability Beyond Disability, Inc. (CT) $30M · 1,121
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Saint Andrew's School Defined Contribution Retirement Plan (FL) 287 · 0 off
- Morrison Center 403(b) Retirement Plan (ME) 287 · 0 off
- Breck School Retirement Plan (MN) 287 · 0 off
- The Coordinating Center 403(b) Retirement Plan (MD) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.