Other · DOL Form 5500 · 2024

Holderness School Retirement Plan

Data updated 2026-08-11

$43M
Total assets
138
Participants
82nd
Percentile by assets
$308,096
Avg per participant
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Official DOL plan name: Holderness School DC Retirement Plan · Sponsored by Holderness School · New Hampshire · Other Services

$43M in assets, 138 participants

Holderness School's Holderness School DC Retirement Plan reported $43M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #7,084 in Other Services (7,719 peers)

Coverage in New Hampshire

Holderness School DC Retirement Plan covers 138 participants in New Hampshire, about 46% of the average New Hampshire filer (state average ~301 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
138
covered participants
82nd
percentile by assets (of 123,622 plans)
$308,096
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holderness School DC Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Holderness School DC Retirement Plan reported participants fell from 171 in the plan year 2023 filing to 138 in the plan year 2024 filing.
  • Holderness School DC Retirement Plan end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Industry

Participants vs New Hampshire filers

In New Hampshire, the average filing covers about 301 participants across 708 plans. Holderness School DC Retirement Plan reports 138 participants - about 46% of that state average ($43M EOY assets).

New Hampshire filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN020147630
Plan Effective Date1967-03-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Holderness School)

$30M$35M$40M$45M 202220232024 $33.5M $42.5M ▲ +27.0%
Total plan assets by year, all Holderness School plans on file
Year Plans Participants Total Assets
2022 1 159 $33M
2023 1 171 $39M
2024 1 138 $43M

Nearby Other Plans in New Hampshire

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

Holderness School DC Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants

Holderness School DC Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants Holderness School DC…Dartmouth Health 403…Supplemental Retirem…Solutionhealth & Ell…403(b) Defined Contr…Catholic Medical Cen…
Holderness School DC Retirement Plan vs. nearby Other plans in New Hampshire, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Holderness School DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Holderness School DC Retirement Plan assets move in 2024?
Holderness School DC Retirement Plan grew at a solid clip - up 9.6% during 2024, from $39M to $43M. Reported net income was $4M.
How have Holderness School plan assets changed over time?
Across 3 plan years on file (2022-2024), Holderness School's sponsor-wide assets grew 27.0%, from $33M to $43M.
Where does Holderness School DC Retirement Plan rank by assets among Form 5500 filers?
Holderness School DC Retirement Plan ranks in the 82nd 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 Holderness School DC Retirement Plan?
Among Other plans in other states, the closest by assets is San Francisco Conservatory of Music DC Retirement Plan in CA ($42M, 530 participants).

Next read for Holderness School DC Retirement Plan

Filing takeaways

Ways to act on Holderness School DC Retirement Plan's numbers.