Other · DOL Form 5500 · 2024
Winchendon School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $105,424
- Avg per participant Below avg balance/head
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.
- #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.
- #1,750
- in Educational Services (3,638 peers)
- +16.3%
- assets growth YoY
Winchendon School 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
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
Winchendon School 403(b) 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. Winchendon School 403(b) Retirement Plan sits mid-pack in the medium band (149 participants).
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.
EBSA filing schedule strip
Filing strip 050270487 · Winchendon School PY 2024 · Other
Winchendon School 403(b) Retirement Plan · $16M · 149 · 65th
- EOY $16M
- EOY 149
- EOY 65th
- EOY Other
- EOY near St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan
- EOY ind #1750
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 →
Winchendon School 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Winchendon School plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 37.531673736502356% vs 2022
- 2024 filing year
| 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.
- 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
Winchendon School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is St. Camillus Residential Health Care Facilities Tax Sheltered Annuity Plan in NY ($16M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 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.