Other · DOL Form 5500 · 2023

Waldorf School Assoc of Seattle Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
90
Participants Small participant base
33rd
Percentile by assets National rank
$28,310
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Seattle Waldorf School 403(b) Tda Plan · Sponsored by Waldorf School Assoc of Seattle · Washington · Educational Services

$3M in assets, 90 participants

Waldorf School Assoc of Seattle's Seattle Waldorf School 403(b) Tda Plan reported $3M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #812 in Educational Services (3,735 peers)

Waldorf School Assoc of Seattle multi-year trail

Waldorf School Assoc of Seattle's plans moved +96.4% in assets from 2022 to 2023; this filing shows Seattle Waldorf School 403(b) Tda Plan at $3M / 90 participants.

#812
in Educational Services (3,735 peers)
-25.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Seattle Waldorf School 403(b) Tda Plan among the smaller filed plans by assets

Seattle Waldorf School 403(b) Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,547,855 33rd percentile higher than 33% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Seattle Waldorf School 403(b) Tda Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seattle Waldorf School 403(b) Tda Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seattle Waldorf School 403(b) Tda Plan reported net income fell from -$402K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Seattle Waldorf School 403(b) Tda Plan reported participants fell from 108 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Seattle Waldorf School 403(b) Tda Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911095411 · Waldorf School Assoc of Seattle PY 2023 · Other

Seattle Waldorf School 403(b) Tda Plan · $3M · 90 · 33rd

  • BOY $3M
  • BOY 90
  • BOY 33rd
  • BOY Other
  • BOY near Children's Resource Center 403(b) Plan
  • BOY ind #812

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 →

Seattle Waldorf School 403(b) Tda Plan in the asset neighbourhood

Zamorano Escuela Agricola$3MNorth Carolina Outward Bound School 403(b) PlanNorth Carolina Outward Bound…$3MSeattle Waldorf School 403(b) Tda PlanSeattle Waldorf School 403(b…$3MChildren's Resource Center 403(b) PlanChildren's Resource Center 4…$3MThe Learning Tree, Inc. 403(b) PlanThe Learning Tree, Inc. 403(…$3M
End-of-year total assets ($M) among Seattle Waldorf School 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Waldorf School Assoc of Seattle multi-year asset trail

Sponsor-wide plan assets over time

All Waldorf School Assoc of Seattle plans reported in each filing year

Latest sponsor-wide plan assets
$6M 96.38959179179363% vs 2022
2023 filing year
$2M$3M$4M$5M$6M$7M 20222023 $3.03M $5.96M ▲ +96.7%
Year Plans Participants Total Assets
2022 1 108 $3M
2023 2 187 $6M

Waldorf School Assoc of Seattle filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN911095411
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Washington

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

Seattle Waldorf School 403(b) Tda Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Seattle Waldorf School 403(b) Tda Plan, Total assets ($B): 0.002547855 · Participants: 90Seattle Waldorf School 403(b) Tda PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Seattle Waldorf School 403(b) Tda Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Seattle Waldorf School 403(b) Tda Plan side-by-side with 3 peers →

Seattle Waldorf School 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Children's Resource Center 403(b) Plan in OH ($3M); by covered participants it is San Diego Foundation Section 403(b) Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Seattle Waldorf School 403(b) Tda Plan assets move in 2023? ▼
Seattle Waldorf School 403(b) Tda Plan declined sharply - down 25.3% during 2023, from $3M to $3M. Reported net income was -$1M.
How have Waldorf School Assoc of Seattle plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Waldorf School Assoc of Seattle's sponsor-wide assets grew 96.4%, from $3M to $6M.
Which Other plans are similar in size to Seattle Waldorf School 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Children's Resource Center 403(b) Plan in OH ($3M, 91 participants).
Which Other plans cover a similar participant headcount to Seattle Waldorf School 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is San Diego Foundation Section 403(b) Plan in CA (90 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911095411.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.