Other · DOL Form 5500 · 2024
Wilbraham and Monson Academy Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 132
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $230,394
- Avg per participant Above avg balance/head
Official DOL plan name: Wilbraham and Monson Academy Defined Contribution Retirement Plan · Sponsored by Wilbraham and Monson Academy · Massachusetts · Educational Services
$30M in assets, 132 participants
Wilbraham and Monson Academy's Wilbraham and Monson Academy Defined Contribution Retirement Plan reported $30M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #2,262 in Educational Services (3,638 peers)
Coverage in Massachusetts
Wilbraham and Monson Academy Defined Contribution Retirement Plan covers 132 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $30M.
- #2,262
- in Educational Services (3,638 peers)
- +13.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Wilbraham and Monson Academy Defined Contribution Retirement Plan's outsized position by total assets
Wilbraham and Monson Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,411,949 Top 22% higher than 78% 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
Wilbraham and Monson Academy 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. Wilbraham and Monson Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wilbraham and Monson Academy Defined Contribution Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Wilbraham and Monson Academy Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Wilbraham and Monson Academy Defined Contribution Retirement Plan reported participants rose from 129 in the plan year 2023 filing to 132 in the plan year 2024 filing.
DOL schedule card
Filing strip 042105838 · Wilbraham and Monson Academy PY 2024 · Other
Wilbraham and Monson Academy Defined Contribution Retirement Plan · $30M · 132 · 78th
- TYPE $30M
- TYPE 132
- TYPE 78th
- TYPE Other
- TYPE near Kvc 403(b) Retirement Plan
- TYPE ind #2262
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 →
Wilbraham and Monson Academy Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 042105838 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wilbraham and Monson Academy)
Sponsor-wide plan assets over time
All Wilbraham and Monson Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 31.523137095887975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $23M |
| 2023 | 1 | 129 | $27M |
| 2024 | 1 | 132 | $30M |
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
Wilbraham and Monson Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Kvc 403(b) Retirement Plan in KS ($30M); by covered participants it is Kootenai Clinic 403(b) Plan in ID (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Kvc 403(b) Retirement Plan (KS) $30M · 2,459
- Shattuck-St. Mary's School DC Plan (MN) $30M · 266
- Samaritan Healthcare & Hospice, Inc. 403(b) Plan (NJ) $30M · 395
- American Association of Community Colleges 403(b) DC Plan (DC) $30M · 55
Similar participant headcount
Nearest other-state filings by covered participants (132 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.