Other · DOL Form 5500 · 2024
Coe-Brown Northwood Academy Retirement Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $168,018
- Avg per participant Above avg balance/head
Official DOL plan name: Coe-Brown Northwood Academy Tax-Deferred Annuity Plan · Sponsored by Coe-Brown Northwood Academy · New Hampshire · Educational Services
$25M in assets, 148 participants
Coe-Brown Northwood Academy's Coe-Brown Northwood Academy Tax-Deferred Annuity Plan reported $25M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #2,108 in Educational Services (3,638 peers)
Coverage in New Hampshire
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan covers 148 participants in New Hampshire, about 49% of the average New Hampshire filer (state average ~301 per filing). Assets: $25M.
- #2,108
- in Educational Services (3,638 peers)
- +9.3%
- assets growth YoY
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan's outsized position by total assets
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,866,605 Top 26% higher than 74% 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
Coe-Brown Northwood Academy Tax-Deferred Annuity 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. Coe-Brown Northwood Academy Tax-Deferred Annuity Plan sits mid-pack in the medium band (148 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Coe-Brown Northwood Academy Tax-Deferred Annuity Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Coe-Brown Northwood Academy Tax-Deferred Annuity Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 020241746 · Coe-Brown Northwood Academy PY 2024 · Other
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan · $25M · 148 · 74th
- RANK $25M
- RANK 148
- RANK 74th
- RANK Other
- RANK near Moab Valley Healthcare, Inc. Retirement Plan
- RANK ind #2108
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 Hampshire →
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 020241746 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coe-Brown Northwood Academy)
Sponsor-wide plan assets over time
All Coe-Brown Northwood Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 9.343535257045597% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 148 | $23M |
| 2024 | 1 | 148 | $25M |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth Health 403(b) Plan $1.7B · 13,150
- Supplemental Retirement Accounts for All Employees of Dartmouth College $1.1B · 4,150
- Solutionhealth & Elliot Health System 403(b) Savings Plan $494M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $356M · 55
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $291M · 2,793
Coe-Brown Northwood Academy Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Moab Valley Healthcare, Inc. Retirement Plan in UT ($25M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Moab Valley Healthcare, Inc. Retirement Plan (UT) $25M · 302
- Alvin Ailey Dance Foundation, Inc. 403(b) Retirement Plan (NY) $25M · 177
- Foothill Family Service 403b Plan (CA) $25M · 291
- United Methodist Homes 403 B Plan (NY) $25M · 835
Similar participant headcount
Nearest other-state filings by covered participants (148 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.