Other · DOL Form 5500 · 2024
Winchester Thurston School Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $196,409
- Avg per participant Above avg balance/head
Official DOL plan name: The Winchester Thurston School 403(b) Retirement Plan · Sponsored by Winchester Thurston School · Pennsylvania · Educational Services
$29M in assets, 149 participants
Winchester Thurston School's The Winchester Thurston School 403(b) Retirement Plan reported $29M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,234 in Educational Services (3,638 peers)
Coverage in Pennsylvania
The Winchester Thurston School 403(b) Retirement Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $29M.
- #2,234
- in Educational Services (3,638 peers)
- +10.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Winchester Thurston School 403(b) Retirement Plan's outsized position by total assets
The Winchester Thurston School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,264,904 Top 23% higher than 77% 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
The Winchester Thurston 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. The Winchester Thurston 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
- The Winchester Thurston School 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Winchester Thurston School 403(b) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- The Winchester Thurston School 403(b) Retirement Plan reported participants rose from 147 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 251030691 · Winchester Thurston School PY 2024 · Other
The Winchester Thurston School 403(b) Retirement Plan · $29M · 149 · 77th
- ASSETS $29M
- ASSETS 149
- ASSETS 77th
- ASSETS Other
- ASSETS near Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan
- ASSETS ind #2234
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 Pennsylvania →
The Winchester Thurston School 403(b) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 251030691 |
| Plan Effective Date | 2018-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winchester Thurston School)
Sponsor-wide plan assets over time
All Winchester Thurston School plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 27.02935761609584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $23M |
| 2023 | 1 | 147 | $26M |
| 2024 | 1 | 149 | $29M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
The Winchester Thurston School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan in OH ($29M); 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 ($29M here).
- Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan (OH) $29M · 99
- Mary's Center 403(b) Retirement Plan (DC) $29M · 823
- 403(b) Thrift Plan for Employees of Planned Parenthood North Central States (MN) $29M · 566
- Appalachian Regional Healthcare, Inc. Voluntary Plan (KY) $29M · 436
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.