Other · DOL Form 5500 · 2024
Worcester Academy Retirement Plan
Data updated 2026-08-11
- $50M
- Total assets
- 166
- Participants
- 84th
- Percentile by assets
- $299,498
- Avg per participant
Official DOL plan name: Worcester Academy DC Retirement Plan · Sponsored by Worcester Academy · Florida · Educational Services
$50M in assets, 166 participants
Worcester Academy's Worcester Academy DC Retirement Plan reported $50M in total assets and 166 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.
- 84th percentile by assets (of 123,622 plans)
- #2,624 in Educational Services (3,638 peers)
Coverage in Florida
Worcester Academy DC Retirement Plan covers 166 participants in Florida, about 26% of the average Florida filer (state average ~628 per filing). Assets: $50M.
- $50M
- total plan assets (2024 EOY)
- 166
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $299,498
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Worcester Academy DC Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Worcester Academy DC Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Worcester Academy DC Retirement Plan reported participants rose from 163 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Worcester Academy DC Retirement Plan reports 166 participants - about 26% of that state average ($50M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $4M |
| Employer EIN | 042105855 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worcester Academy)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $42M |
| 2023 | 1 | 163 | $46M |
| 2024 | 1 | 166 | $50M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
Worcester Academy DC Retirement Plan vs. nearby Other plans in Florida, assets vs. participants
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Similar-Sized Other Plans Nationally
Other plans in other states closest to Worcester Academy DC Retirement Plan by total assets, not by location.
- The College Preparatory School 403(b) Defined Contribution Plan (CA) $50M · 91
- The Bush School 403(b) Retirement Plan (WA) $50M · 259
- Hawken School Retirement Plan (OH) $50M · 333
- Unity Health 403(b) Retirement Plan (AR) $50M · 1,147
Frequently Asked Questions
How did Worcester Academy DC Retirement Plan assets move in 2024? ▼
How have Worcester Academy plan assets changed over time? ▼
Where does Worcester Academy DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Worcester Academy DC Retirement Plan? ▼
Next read for Worcester Academy DC Retirement Plan
Filing takeaways
Ways to act on Worcester Academy DC Retirement Plan's numbers.
- By total assets, Worcester Academy DC Retirement 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 Florida. Compare plans
- Worcester Academy's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Educational Services plans