Other · DOL Form 5500 · 2024
Charles Wright Academy Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 116
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $331,828
- Avg per participant High balance/head
Official DOL plan name: Charles Wright Academy 403(b) Retirement Plan · Sponsored by Charles Wright Academy · Washington · Educational Services
$38M in assets, 116 participants
Charles Wright Academy's Charles Wright Academy 403(b) Retirement Plan reported $38M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #2,436 in Educational Services (3,638 peers)
Coverage in Washington
Charles Wright Academy 403(b) Retirement Plan covers 116 participants in Washington, about 8% of the average Washington filer (state average ~1,476 per filing). Assets: $38M.
- #2,436
- in Educational Services (3,638 peers)
- +1.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Charles Wright Academy 403(b) Retirement Plan's outsized position by total assets
Charles Wright Academy 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,492,082 Top 19% higher than 81% 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
Charles Wright Academy 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. Charles Wright Academy 403(b) Retirement Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charles Wright Academy 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $661K in the plan year 2024 filing.
- Charles Wright Academy 403(b) Retirement Plan reported participants rose from 113 in the plan year 2023 filing to 116 in the plan year 2024 filing.
- Charles Wright Academy 403(b) Retirement Plan end-of-year assets rose from $38M in the plan year 2023 filing to $38M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 910673111 · Charles Wright Academy PY 2024 · Other
Charles Wright Academy 403(b) Retirement Plan · $38M · 116 · 81st
- PHOTO $38M
- IND 116
- EOY 81st
- 5500 Other
- ASSETS near World Education Services, Inc. 403(b) Tax Deferred Annuity Plan
- PCT ind #2436
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 Washington →
Charles Wright Academy 403(b) Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $661K |
| Employer EIN | 910673111 |
| Plan Effective Date | 1962-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Charles Wright Academy)
Sponsor-wide plan assets over time
All Charles Wright Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 10.902171337842612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $35M |
| 2023 | 1 | 113 | $38M |
| 2024 | 1 | 116 | $38M |
Nearby Other Plans in Washington
Peer Other plans, same state, same plan type, ranked by total assets.
- Fred Hutchinson Cancer Center Retirement Savings Plan $1.5B · 6,067
- Multicare Health System 403(b) Employee Savings Plan $1.2B · 16,022
- Overlake Hospital Medical Center 403(b)Retirement Plan $654M · 3,637
- Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund $594M · 7,427
- Gonzaga University 403(b) Retirement Plan $522M · 2,294
Charles Wright Academy 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Washington, the nearest Other by assets is World Education Services, Inc. 403(b) Tax Deferred Annuity Plan in NY ($38M); by covered participants it is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.