Other · DOL Form 5500 · 2024

The Whitney Academy, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
154
Participants Small participant base
44th
Percentile by assets National rank
$37,380
Avg per participant Low balance/head
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Official DOL plan name: The Whitney Academy, Inc. Tda Plan · Sponsored by The Whitney Academy, Inc. · Massachusetts · Educational Services

$6M in assets, 154 participants

The Whitney Academy, Inc.'s The Whitney Academy, Inc. Tda Plan reported $6M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,050 in Educational Services (3,638 peers)

Coverage in Massachusetts

The Whitney Academy, Inc. Tda Plan covers 154 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#1,050
in Educational Services (3,638 peers)
+10.4%
assets growth YoY

The Whitney Academy, Inc. Tda Plan's mid-pack asset rank among Educational Services and all filers

The Whitney Academy, Inc. Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,756,555 44th percentile higher than 44% of 123,620 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 2024

The Whitney Academy, Inc. Tda 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. The Whitney Academy, Inc. Tda Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Whitney Academy, Inc. Tda Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • The Whitney Academy, Inc. Tda Plan reported participants fell from 167 in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042939430 · The Whitney Academy, Inc. PY 2024 · Other

The Whitney Academy, Inc. Tda Plan · $6M · 154 · 44th

  • SCH $6M
  • SCH 154
  • SCH 44th
  • SCH Other
  • SCH near 403(b) Thrift Plan for Hospice of Washington County, Inc.
  • SCH ind #1050

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 Massachusetts →

The Whitney Academy, Inc. Tda Plan in the asset neighbourhood

Community Living, Inc. 403(b) PlanCommunity Living, Inc. 403(b…$6MThe Whitney Academy, Inc. Tda PlanThe Whitney Academy, Inc. Td…$6M403(b) Thrift Plan of Chicago Commons Association403(b) Thrift Plan of Chicag…$6M403(b) Thrift Plan for Hospice of Washington County, Inc.403(b) Thrift Plan for Hospi…$6MGoodwill Specialty Services, Inc. Government Contractors Savings PlanGoodwill Specialty Services,…$6M
End-of-year total assets ($M) among The Whitney Academy, Inc. Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$540K
Employer EIN042939430
Plan Effective Date1998-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Whitney Academy, Inc.)

Sponsor-wide plan assets over time

All The Whitney Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.824575819107928% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.65M $5.76M ▲ +23.9%
Year Plans Participants Total Assets
2022 1 155 $5M
2023 1 167 $5M
2024 1 154 $6M

Nearby Other Plans in Massachusetts

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

The Whitney Academy, Inc. Tda Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants The Whitney Academy, Inc. Tda Plan, Total assets ($B): 0.005756555 · Participants: 154The Whitney Academy, Inc. Tda PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
The Whitney Academy, Inc. Tda Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Whitney Academy, Inc. Tda Plan side-by-side with 3 peers →

The Whitney Academy, Inc. Tda Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is 403(b) Thrift Plan for Hospice of Washington County, Inc. in MD ($6M); by covered participants it is Ohio Dominican University Retirement Plan in OH (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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.

Frequently Asked Questions

How did The Whitney Academy, Inc. Tda Plan assets move in 2024? ▼
The Whitney Academy, Inc. Tda Plan grew at a solid clip - up 10.4% during 2024, from $5M to $6M. Reported net income was $540K.
How have The Whitney Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Whitney Academy, Inc.'s sponsor-wide assets grew 23.8%, from $5M to $6M.
Which Other plans are similar in size to The Whitney Academy, Inc. Tda Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Hospice of Washington County, Inc. in MD ($6M, 125 participants).
Which Other plans cover a similar participant headcount to The Whitney Academy, Inc. Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Ohio Dominican University Retirement Plan in OH (154 participants, $43M in assets).

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 042939430.

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.