Other · DOL Form 5500 · 2023

The Denver Waldorf School Association Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
123
Participants Small participant base
39th
Percentile by assets National rank
$29,917
Avg per participant Low balance/head
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Official DOL plan name: Denver Waldorf School 403b Plan · Sponsored by The Denver Waldorf School Association · Colorado · Educational Services

$4M in assets, 123 participants

The Denver Waldorf School Association's Denver Waldorf School 403b Plan reported $4M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

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

Coverage in Colorado

Denver Waldorf School 403b Plan covers 123 participants in Colorado, about 33% of the average Colorado filer (state average ~376 per filing). Assets: $4M.

#953
in Educational Services (3,735 peers)
+17.6%
assets growth YoY

Denver Waldorf School 403b Plan's mid-pack asset rank among Educational Services and all filers

Denver Waldorf School 403b Plan vs every filed plan by assets

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

$3,679,753 39th percentile higher than 39% 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

Denver Waldorf School 403b Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Denver Waldorf School 403b Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Denver Waldorf School 403b Plan reported net income rose from $212K in the plan year 2022 filing to $552K in the plan year 2023 filing.
  • Denver Waldorf School 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Denver Waldorf School 403b Plan reported participants rose from 119 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840717615 · The Denver Waldorf School Association PY 2023 · Other

Denver Waldorf School 403b Plan · $4M · 123 · 39th

  • PCT $4M
  • EIN 123
  • RANK 39th
  • PHOTO Other
  • IND near Cetronia Ambulance Corps 403(b) Plan
  • EOY ind #953

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 Colorado →

Denver Waldorf School 403b Plan in the asset neighbourhood

Denver Waldorf School 403b PlanDenver Waldorf School 403b P…$4MCetronia Ambulance Corps 403(b) PlanCetronia Ambulance Corps 403…$4MTax Deferred Annuity Plan of Family Health Centers of Georgia, Inc.Tax Deferred Annuity Plan of…$4MEshraghi Nursery Profit Sharing PlanEshraghi Nursery Profit Shar…$4MCity Union Mission Inc. Employees Retirement PlanCity Union Mission Inc. Empl…$4M
End-of-year total assets ($M) among Denver Waldorf School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$552K
Employer EIN840717615
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Denver Waldorf School Association)

Sponsor-wide plan assets over time

All The Denver Waldorf School Association plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.279485039079574% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.13M $4.29M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 119 $3M
2023 1 123 $4M
2024 1 81 $4M

Nearby Other Plans in Colorado

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

Denver Waldorf School 403b Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.5 Total assets ($B) Participants Denver Waldorf School 403b Plan, Total assets ($B): 0.003679753 · Participants: 123Denver Waldorf School 403b PlanUcar Retirement Plan, Total assets ($B): 1.145684593 · Participants: 1444Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 0.898290586 · Participants: 8617Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.848101064 · Participants: 7241University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.525431207 · Participants: 2877Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.3525072 · Participants: 707Colorado College Retirement Benefit Plan
Denver Waldorf School 403b Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Denver Waldorf School 403b Plan side-by-side with 3 peers →

Denver Waldorf School 403b Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Cetronia Ambulance Corps 403(b) Plan in PA ($4M); by covered participants it is University School of Jackson 403(b) Retirement Pla in TN (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Denver Waldorf School 403b Plan assets move in 2023? ▼
Denver Waldorf School 403b Plan grew sharply - up 17.6% during 2023, from $3M to $4M. Reported net income was $552K.
How have The Denver Waldorf School Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Denver Waldorf School Association's sponsor-wide assets grew 37.3%, from $3M to $4M.
Which Other plans are similar in size to Denver Waldorf School 403b Plan? ▼
Among Other plans in other states, the closest by assets is Cetronia Ambulance Corps 403(b) Plan in PA ($4M, 142 participants).
Which Other plans cover a similar participant headcount to Denver Waldorf School 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is University School of Jackson 403(b) Retirement Pla in TN (123 participants, $13M 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 840717615.

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.