Other · DOL Form 5500 · 2024
Waterford School Holding Corp Retirement Plan
Data updated 2026-08-06
- $35M
- Total assets
- 195
- Participants
- 80th
- Percentile by assets
- $181,712
- Avg per participant
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.
- 80th percentile by assets (of 116,472 plans)
Coverage in Utah
Waterford School 403(b) Plan covers 195 participants in Utah, about 32% of the average Utah filer (state average ~609 per filing). Assets: $35M.
- $35M
- total plan assets (2024 EOY)
- 195
- covered participants
- 80th
- percentile by assets (of 116,472 plans)
- $181,712
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 609 participants across 1,226 plans. Waterford School 403(b) Plan reports 195 participants - about 32% of that state average ($35M EOY assets).
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)
| 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.
Waterford School 403(b) Plan vs. nearby Other plans in Utah, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Waterford School 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Waterford School 403(b) Plan assets move in 2024? ▼
How have Waterford School Holding Corp plan assets changed over time? ▼
Where does Waterford School 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Waterford School 403(b) Plan? ▼
Next read for Waterford School 403(b) Plan
Filing takeaways
Ways to act on Waterford School 403(b) Plan's numbers.
- By total assets, Waterford School 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
- Waterford School Holding Corp's sponsor-wide assets have grown 29.2% since 2022 across 3 plan years on file. More Educational Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274865865.
Read our methodology - how this data is sourced, computed, and verified.