Other · DOL Form 5500 · 2024
Holderness School Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $308,096
- Avg per participant High balance/head
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.
- #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.
- #7,084
- in Other Services (7,719 peers)
- +9.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Holderness School DC Retirement Plan's outsized position by total assets
Holderness School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$42,517,258 Top 18% higher than 82% 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
Holderness School DC 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. Holderness School DC Retirement Plan sits mid-pack in the medium band (138 participants).
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.
Published 5500 schedule card
Filing strip 020147630 · Holderness School PY 2024 · Other
Holderness School DC Retirement Plan · $43M · 138 · 82nd
- 5500 $43M
- 5500 138
- 5500 82nd
- 5500 Other
- 5500 near San Francisco Conservatory of Music DC Retirement Plan
- 5500 ind #7084
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 Other Services retirement plans → · Plans in New Hampshire →
Holderness School DC Retirement Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $4M |
| Employer EIN | 020147630 |
| Plan Effective Date | 1967-03-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holderness School)
Sponsor-wide plan assets over time
All Holderness School plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 26.951988062877057% vs 2022
- 2024 filing year
| 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.
- Dartmouth Health 403(b) Plan $1.7B · 13,150
- Supplemental Retirement Accounts for All Employees of Dartmouth College $1.1B · 4,150
- Solutionhealth & Elliot Health System 403(b) Savings Plan $494M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $356M · 55
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $291M · 2,793
Holderness School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is San Francisco Conservatory of Music DC Retirement Plan in CA ($42M); by covered participants it is Belmont Hill School Defined Contribution Retirement Plan in MA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Belmont Hill School Defined Contribution Retirement Plan (MA) 138 · 0 off
- West Virginia University Foundation DC Retirement Plan (WV) 138 · 0 off
- Professional Care Services 403(b) Plan (TN) 138 · 0 off
- Oceana, Inc. Retirement Plan (DC) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.