Other · DOL Form 5500 · 2024
Worcester Academy Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 166
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $299,498
- Avg per participant High balance/head
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.
- #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.
- #2,624
- in Educational Services (3,638 peers)
- +9.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Worcester Academy DC Retirement Plan's outsized position by total assets
Worcester Academy DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,716,613 Top 16% higher than 84% 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
Worcester Academy DC 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. Worcester Academy DC Retirement Plan sits mid-pack in the medium band (166 participants).
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.
DOL schedule card
Filing strip 042105855 · Worcester Academy PY 2024 · Other
Worcester Academy DC Retirement Plan · $50M · 166 · 84th
- PART $50M
- TYPE 166
- NET 84th
- BOOK Other
- VS-ST near The College Preparatory School 403(b) Defined Contribution Plan
- BOY ind #2624
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 Florida →
Worcester Academy DC Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Worcester Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 18.886292889830784% vs 2022
- 2024 filing year
| 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.
- 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
Worcester Academy DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is The College Preparatory School 403(b) Defined Contribution Plan in CA ($50M); by covered participants it is Hardin County Regional Health Center 403(b) Plan in TN (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (166 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.