Other · DOL Form 5500 · 2024

The Norwood School, Inc. Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
125
Participants Small participant base
84th
Percentile by assets National rank
$387,319
Avg per participant High balance/head
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Official DOL plan name: Norwood School Defined Contribution Retirement Plan · Sponsored by The Norwood School, Inc. · Maryland · Other Services

$48M in assets, 125 participants

The Norwood School, Inc.'s Norwood School Defined Contribution Retirement Plan reported $48M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,148 in Other Services (7,719 peers)

Coverage in Maryland

Norwood School Defined Contribution Retirement Plan covers 125 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $48M.

#7,148
in Other Services (7,719 peers)
+9.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Norwood School Defined Contribution Retirement Plan's outsized position by total assets

Norwood School Defined Contribution Retirement Plan vs every filed plan by assets

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

$48,414,844 Top 16% higher than 84% 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

Norwood School Defined Contribution Retirement 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. Norwood School Defined Contribution Retirement Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norwood School Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Norwood School Defined Contribution Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Norwood School Defined Contribution Retirement Plan reported participants rose from 123 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520901098 · The Norwood School, Inc. PY 2024 · Other

Norwood School Defined Contribution Retirement Plan · $48M · 125 · 84th

  • BOOK $48M
  • BOOK 125
  • BOOK 84th
  • BOOK Other
  • BOOK near Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan
  • BOOK ind #7148

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 Other Services retirement plans → · Plans in Maryland →

Norwood School Defined Contribution Retirement Plan in the asset neighbourhood

The Fedcap Group, Inc. Tax Deferred Annuity Retirement Plan for StaffThe Fedcap Group, Inc. Tax D…$49MNorthwestern College 403(b) DC PlanNorthwestern College 403(b) …$49MAllen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement PlanAllen-Chase Foundation Dba E…$49MNorwood School Defined Contribution Retirement PlanNorwood School Defined Contr…$48MPomfret School 403(b) Retirement PlanPomfret School 403(b) Retire…$48M
End-of-year total assets ($M) among Norwood School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$48M
Net Income$4M
Employer EIN520901098
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Norwood School, Inc.)

Sponsor-wide plan assets over time

All The Norwood School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 25.52236619250612% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.6M $48.4M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 126 $39M
2023 1 123 $44M
2024 1 125 $48M

Nearby Other Plans in Maryland

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

Norwood School Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Norwood School Defined Contribution Retirement Plan, Total assets ($B): 0.048414844 · Participants: 125Norwood School Defined Contribution Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
Norwood School Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants

Norwood School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in MA ($49M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants). Same-state nearby plans are listed separately above.

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 Norwood School Defined Contribution Retirement Plan assets move in 2024?
Norwood School Defined Contribution Retirement Plan grew at a solid clip - up 9.5% during 2024, from $44M to $48M. Reported net income was $4M.
How have The Norwood School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Norwood School, Inc.'s sponsor-wide assets grew 25.5%, from $39M to $48M.
Where does Norwood School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Norwood School Defined Contribution Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Norwood School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in MA ($49M, 172 participants).
Which Other plans cover a similar participant headcount to Norwood School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Early Learning Coalition of Palm Beach County, Inc. Section 403(b) Defined Contribution Plan in FL (125 participants, $3M in assets).