Other · DOL Form 5500 · 2024
Waterford Country School, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $74,283
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Waterford Country School, Inc. · Sponsored by Waterford Country School, Inc. · Connecticut · Educational Services
$11M in assets, 151 participants
Waterford Country School, Inc.'s 403(b) Thrift Plan for Waterford Country School, Inc. reported $11M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #1,501 in Educational Services (3,638 peers)
Coverage in Connecticut
403(b) Thrift Plan for Waterford Country School, Inc. covers 151 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.
- #1,501
- in Educational Services (3,638 peers)
- -8.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for Waterford Country School, Inc.'s mid-pack asset rank among Educational Services and all filers
403(b) Thrift Plan for Waterford Country School, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,216,784 Top 42% higher than 58% 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
403(b) Thrift Plan for Waterford Country School, Inc. 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. 403(b) Thrift Plan for Waterford Country School, Inc. sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Waterford Country School, Inc. reported net income fell from $859K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- 403(b) Thrift Plan for Waterford Country School, Inc. reported participants fell from 180 in the plan year 2023 filing to 151 in the plan year 2024 filing.
- 403(b) Thrift Plan for Waterford Country School, Inc. end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 060861862 · Waterford Country School, Inc. PY 2024 · Other
403(b) Thrift Plan for Waterford Country School, Inc. · $11M · 151 · 58th
- EBSA $11M
- EBSA 151
- EBSA 58th
- EBSA Other
- EBSA near Community Wellness Partners, Inc. 403(b) Plan
- EBSA ind #1501
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 Connecticut →
403(b) Thrift Plan for Waterford Country School, Inc. in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 060861862 |
| Plan Effective Date | 1988-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterford Country School, Inc.)
Sponsor-wide plan assets over time
All Waterford Country School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 1.607485869783943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 182 | $11M |
| 2023 | 1 | 180 | $12M |
| 2024 | 1 | 151 | $11M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
403(b) Thrift Plan for Waterford Country School, Inc.'s out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Community Wellness Partners, Inc. 403(b) Plan in NY ($11M); by covered participants it is Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan in MA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 participants); asset peers above are excluded.
- Combined Jewish Philanthropies of Greater Boston, Inc. 403(b) Retirement Plan (MA) 151 · 0 off
- The Chicago Public Media, Inc. Tax-Deferred Annuity (Tda) Plan (IL) 151 · 0 off
- Mosaic Health, Inc. 403(b) Plan (NY) 151 · 0 off
- Defined Contribution Pension Plan for Employees of National Industries (VA) 151 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.