Other · DOL Form 5500 · 2024
Winchendon School Retirement Plan
Data updated 2026-08-11
- $16M
- Total assets
- 149
- Participants
- 65th
- Percentile by assets
- $105,424
- Avg per participant
Official DOL plan name: Winchendon School 403(b) Retirement Plan · Sponsored by Winchendon School · Massachusetts · Educational Services
$16M in assets, 149 participants
Winchendon School's Winchendon School 403(b) Retirement Plan reported $16M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 123,622 plans)
- #1,750 in Educational Services (3,638 peers)
Coverage in Massachusetts
Winchendon School 403(b) Retirement Plan covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.
- $16M
- total plan assets (2024 EOY)
- 149
- covered participants
- 65th
- percentile by assets (of 123,622 plans)
- $105,424
- avg assets per participant
Where Winchendon School 403(b) Retirement Plan sits by total assets
Winchendon School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,708,220 Top 35% higher than 65% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winchendon School 403(b) Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Winchendon School 403(b) Retirement Plan reported participants fell from 173 in the plan year 2023 filing to 149 in the plan year 2024 filing.
- Winchendon School 403(b) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Winchendon School 403(b) Retirement Plan reports 149 participants - about 23% of that state average ($16M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 050270487 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winchendon School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $11M |
| 2023 | 1 | 173 | $14M |
| 2024 | 1 | 149 | $16M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Winchendon School 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Winchendon School 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Winchendon School 403(b) Retirement Plan assets move in 2024? ▼
How have Winchendon School plan assets changed over time? ▼
Which Other plans are similar in size to Winchendon School 403(b) Retirement Plan? ▼
Next read for Winchendon School 403(b) Retirement Plan
Filing takeaways
Ways to act on Winchendon School 403(b) Retirement Plan's numbers.
- By total assets, Winchendon School 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Winchendon School's sponsor-wide assets have grown 37.5% since 2022 across 3 plan years on file. More Educational Services plans