Other · DOL Form 5500 · 2024
The Windward School Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 434
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $200,520
- Avg per participant Above avg balance/head
Official DOL plan name: Windward School Retirement Plan · Sponsored by The Windward School · New York · Educational Services
$87M in assets, 434 participants
The Windward School's Windward School Retirement Plan reported $87M in total assets and 434 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,944 in Educational Services (3,638 peers)
Where Windward School Retirement Plan sits by assets
Windward School Retirement Plan sits in the top quartile of all filed plans by assets, $87M for 434 participants (~$200,520/participant), up 13.2% in 2024.
- #2,944
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Windward School Retirement Plan's outsized position by total assets
Windward School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$87,025,740 Top 11% higher than 89% 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
Windward School 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. Windward School Retirement Plan sits mid-pack in the medium band (434 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Windward School Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Windward School Retirement Plan reported participants rose from 388 in the plan year 2023 filing to 434 in the plan year 2024 filing.
- Windward School Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 131740499 · The Windward School PY 2024 · Other
Windward School Retirement Plan · $87M · 434 · 89th
- 5500 $87M
- ASSETS 434
- PCT 89th
- EIN Other
- RANK near New England Law Boston Defined Contribution Retirement Plan
- PHOTO ind #2944
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 New York →
Windward School Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $10M |
| Employer EIN | 131740499 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Windward School)
Sponsor-wide plan assets over time
All The Windward School plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 31.543713149745972% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 402 | $66M |
| 2023 | 1 | 388 | $77M |
| 2024 | 1 | 434 | $87M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Windward School Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is New England Law Boston Defined Contribution Retirement Plan in MA ($87M); by covered participants it is Abilityfirst Defined Contribution Plan in CA (434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (434 participants); asset peers above are excluded.
- Abilityfirst Defined Contribution Plan (CA) 434 · 0 off
- Independence Mission Schools 403(b) Plan (PA) 434 · 0 off
- Heinzerling Community 403(b) Plan (OH) 433 · 1 off
- Chris 180 Inc. 403(b) Retirement Plan (GA) 435 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.