Other · DOL Form 5500 · 2024

Trustees of Westminster School, Inc. Retirement Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
176
Participants Small participant base
87th
Percentile by assets National rank
$390,645
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westminster School Defined Contribution Plan · Sponsored by Trustees of Westminster School, Inc. · Connecticut · Educational Services

$69M in assets, 176 participants

Trustees of Westminster School, Inc.'s Westminster School Defined Contribution Plan reported $69M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,818 in Educational Services (3,638 peers)

Coverage in Connecticut

Westminster School Defined Contribution Plan covers 176 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $69M.

#2,818
in Educational Services (3,638 peers)
+7.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Westminster School Defined Contribution Plan's outsized position by total assets

Westminster School Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$68,753,510 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Westminster School Defined Contribution 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. Westminster School Defined Contribution Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westminster School Defined Contribution Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Westminster School Defined Contribution Plan reported participants rose from 162 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • Westminster School Defined Contribution Plan end-of-year assets rose from $64M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060646960 · Trustees of Westminster School, Inc. PY 2024 · Other

Westminster School Defined Contribution Plan · $69M · 176 · 87th

  • EOY $69M
  • EOY 176
  • EOY 87th
  • EOY Other
  • EOY near Institute for Advanced Study Tax Deferred Annuity Plan
  • EOY ind #2818

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 →

Westminster School Defined Contribution Plan in the asset neighbourhood

Carnegie Library of Pittsburgh Retirement Savings PlanCarnegie Library of Pittsbur…$69MThe Bolles School Retirement PlanThe Bolles School Retirement…$69MWestminster School Defined Contribution PlanWestminster School Defined C…$69MInstitute for Advanced Study Tax Deferred Annuity PlanInstitute for Advanced Study…$69MEpiscopal School of Dallas 403(b) Amended and Restated Defined Contribution PlanEpiscopal School of Dallas 4…$69M
End-of-year total assets ($M) among Westminster School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$69M
Net Income$5M
Employer EIN060646960
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Westminster School, Inc.)

Sponsor-wide plan assets over time

All Trustees of Westminster School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 20.53499588685464% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57M $68.8M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 151 $57M
2023 1 162 $64M
2024 1 176 $69M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Westminster School Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Westminster School Defined Contribution Plan, Total assets ($B): 0.06875351 · Participants: 176Westminster School Defined Contribution PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Westminster School Defined Contribution Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Westminster School Defined Contribution Plan side-by-side with 3 peers →

Westminster School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Institute for Advanced Study Tax Deferred Annuity Plan in NJ ($69M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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.

Frequently Asked Questions

How did Westminster School Defined Contribution Plan assets move in 2024? ▼
Westminster School Defined Contribution Plan grew at a solid clip - up 7.4% during 2024, from $64M to $69M. Reported net income was $5M.
How have Trustees of Westminster School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Westminster School, Inc.'s sponsor-wide assets grew 20.5%, from $57M to $69M.
Where does Westminster School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Westminster School Defined Contribution Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Westminster School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Institute for Advanced Study Tax Deferred Annuity Plan in NJ ($69M, 144 participants).
Which Other plans cover a similar participant headcount to Westminster School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is City Union Mission Inc. Employees Retirement Plan in MO (176 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060646960.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.