Other · DOL Form 5500 · 2024

The Denver Waldorf School Association Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
81
Participants Small participant base
39th
Percentile by assets National rank
$53,011
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, 81 participants

The Denver Waldorf School Association's Denver Waldorf School 403b Plan reported $4M in total assets and 81 participants in its 2024 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.

  • #902 in Educational Services (3,638 peers)

The Denver Waldorf School Association multi-year trail

The Denver Waldorf School Association's plans moved +37.3% in assets from 2022 to 2024; this filing shows Denver Waldorf School 403b Plan at $4M / 81 participants.

#902
in Educational Services (3,638 peers)
+16.7%
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 2024 · DOL Form 5500

$4,293,895 39th percentile higher than 39% 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

Denver Waldorf School 403b Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Denver Waldorf School 403b Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Denver Waldorf School 403b Plan reported participants fell from 123 in the plan year 2023 filing to 81 in the plan year 2024 filing.
  • Denver Waldorf School 403b Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Denver Waldorf School 403b Plan reported net income rose from $552K in the plan year 2023 filing to $614K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 840717615 · The Denver Waldorf School Association PY 2024 · Other

Denver Waldorf School 403b Plan · $4M · 81 · 39th

  • ASSETS $4M
  • PCT 81
  • EIN 39th
  • RANK Other
  • PHOTO near Nobis Works, Inc. Retirement Savings Plan
  • IND ind #902

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

Nobis Works, Inc. Retirement Savings PlanNobis Works, Inc. Retirement…$4M401(k) Profit-Sharing Plan for Employees of Northeast Center for Youth and Families, Inc.401(k) Profit-Sharing Plan f…$4MDenver Waldorf School 403b PlanDenver Waldorf School 403b P…$4MHuntington Aligned Medical Group, Inc. 401(k) PlanHuntington Aligned Medical G…$4MComanche County Medical Center 403(b) PlanComanche County Medical Cent…$4M
End-of-year total assets ($M) among Denver Waldorf School 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

The Denver Waldorf School Association multi-year asset trail

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

The Denver Waldorf School Association filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$614K
Employer EIN840717615
Plan Effective Date1995-05-01
Filing StatusFILING RECEIVED

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. -50000500010000 -0.500.511.5 Total assets ($B) Participants Denver Waldorf School 403b Plan, Total assets ($B): 0.004293895 · Participants: 81Denver Waldorf School 403b PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado 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 Nobis Works, Inc. Retirement Savings Plan in GA ($4M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Denver Waldorf School 403b Plan assets move in 2024? ▼
Denver Waldorf School 403b Plan grew sharply - up 16.7% during 2024, from $4M to $4M. Reported net income was $614K.
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 Nobis Works, Inc. Retirement Savings Plan in GA ($4M, 117 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 The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants, $4M 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 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.