Other · DOL Form 5500 · 2024
Waterford School Holding Corp Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $181,712
- Avg per participant Above avg balance/head
Official DOL plan name: Waterford School 403(b) Plan · Sponsored by Waterford School Holding Corp · Utah · Educational Services
$35M in assets, 195 participants
Waterford School Holding Corp's Waterford School 403(b) Plan reported $35M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #2,374 in Educational Services (3,638 peers)
Coverage in Utah
Waterford School 403(b) Plan covers 195 participants in Utah, about 33% of the average Utah filer (state average ~592 per filing). Assets: $35M.
- #2,374
- in Educational Services (3,638 peers)
- +13.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Waterford School 403(b) Plan's outsized position by total assets
Waterford School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,433,827 Top 20% higher than 80% 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
Waterford School 403(b) 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. Waterford School 403(b) Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Waterford School 403(b) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Waterford School 403(b) Plan reported participants fell from 215 in the plan year 2023 filing to 195 in the plan year 2024 filing.
- Waterford School 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 274865865 · Waterford School Holding Corp PY 2024 · Other
Waterford School 403(b) Plan · $35M · 195 · 80th
- EOY $35M
- 5500 195
- ASSETS 80th
- PCT Other
- EIN near French International School 403(b) Retirement Plan
- RANK ind #2374
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 Utah →
Waterford School 403(b) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 274865865 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Waterford School Holding Corp)
Sponsor-wide plan assets over time
All Waterford School Holding Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 29.17689556007575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $27M |
| 2023 | 1 | 215 | $31M |
| 2024 | 1 | 195 | $35M |
Nearby Other Plans in Utah
Peer Other plans, same state, same plan type, ranked by total assets.
- Intermountain Health 403(b) Plan $342M · 44,356
- Brigham Young University Tax-Deferred Annuity Plan $189M · 293
- Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
- Westminster University Defined Contribution Retirement Plan $87M · 331
- Children's Miracle Network 403(b) Plan $53M · 178
Waterford School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is French International School 403(b) Retirement Plan in MD ($35M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) 195 · 0 off
- Groton School 403(b) Defined Contribution Retirement Plan (MA) 195 · 0 off
- The New England College of Optometry Defined Contribution Retirement Plan (MA) 195 · 0 off
- The Winston Preparatory School 403(b) DC Plan (NY) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.