How big is The Williston Northampton School's plan?

The Williston Northampton School's plan reported $56.0M in assets and 201 participants for 2024.

Original filing (PDF)20250730170453NAL0005063569001

The Williston Northampton School

Name: The Williston Northampton School — The Williston, Form 5500 (2024)
Creator: The Williston Northampton School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Williston Northampton School Defined Contribution Retirement Plan

403(b) retirement plan · The Williston Northampton School's The Williston Northampton School Defined Contribution Retirement Plan held $56.0M in plan assets for 201 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

201

Accounts w/ balance

502

Plan assets (EOY)

$56.0M

Net assets (EOY)

$56.0M

Plan identifiers

The Williston Northampton School's EIN is 04-1975990.

EIN 04-1975990

Plan number 001

Plan year 2024

ACK ID 20250730170453NAL0005063569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Williston Northampton School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Williston Northampton School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WILLISTON NORTHAMPTON SCHOOL.

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THE WILLISTON NORTHAMPTON SCHOOL

EIN

all filings

Address

19 PAYSON AVENUE · EASTHAMPTON, MA · 010272246

Phone

(413) 529-3251

Industry

Educational Services

Plan administrator

Name

THE WILLISTON NORTHAMPTON SCHOOL

EIN

04-1975990

City

EASTHAMPTON, MA

Phone

(413) 529-3251

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	—	SERVICE PROVIDER	$14K	—
ANGELL PENSION GROUP	04-2530412	—	SERVICE PROVIDER	$8K	—

Investments

43 direct securities · 1 pooled fund· $47.4M(85% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$39.7M

25 holdings

Common Collective Trusts

$4.3M

6 holdings

Other securities

$2.8M

11 holdings

Pooled Separate Account

$427K

1 holding

Bonds / Notes

$246K

1 holding

					% of plan
CREF Stock R1 Variable Annuities	Mutual Funds	—	—	$6.9M	12.3%
T Rowe Price Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$5.9M	10.5%
T Rowe Price Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$5.2M	9.2%
T Rowe Price Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$4.2M	7.5%
T Rowe Price Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$3.1M	5.5%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.5M	4.5%
CREF Growth R1 Variable Annuities	Mutual Funds	—	—	$2.1M	3.8%
T Rowe Price Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$2.1M	3.8%
CREF Global Equities R1 Variable Annuities	Mutual Funds	—	—	$1.8M	3.3%
T Rowe Price Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.7%
T Rowe Price Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	2.3%
Voya Fixed Plus Account III Fixed Annuity Contracts	Other securities	—	—	$1.1M	1.9%
CREF Social Choice R1 Variable Annuities	Mutual Funds	—	—	$887K	1.6%
CREF Equity Index R1 Variable Annuities	Common Collective Trusts	—	—	$842K	1.5%
T Rowe Price Retirement 2015 Fund Mutual Fund	Mutual Funds	—	—	$720K	1.3%
T Rowe Price Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$688K	1.2%
T Rowe Price Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$519K	0.9%
JPMorgan Growth Advantage Fund Mutual Fund	Other securities	—	—	$505K	0.9%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$427K	0.8%
Vanguard Equity Income Fund Mutual Fund	Mutual Funds	—	—	$419K	0.7%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$411K	0.7%
Vanguard International Growth Fund Mutual Fund	Mutual Funds	—	—	$372K	0.7%
Parnassus Equity Income Fund Institutional Mutual Fund	Other securities	—	—	$354K	0.6%
Fidelity Emerging Markets Fund Mutual Fund	Mutual Funds	—	—	$345K	0.6%
CREF Core Bond R1 Variable Annuities	Mutual Funds	—	—	$340K	0.6%
CREF Money Market R1 Variable Annuities	Mutual Funds	—	—	$331K	0.6%
T Rowe Price Retirement 2010 Fund Mutual Fund	Mutual Funds	—	—	$327K	0.6%
Principal MidCap S&P 400 Index Fund Mutual Fund	Common Collective Trusts	—	—	$319K	0.6%
CREF Inflation-Linked Bond R1 Variable Annuities	Mutual Funds	—	—	$296K	0.5%
Pioneer Bond Fund Mutual Fund	Other securities	—	—	$295K	0.5%
Participants Participant Loans Rates from 2.89% to 6.20%	Bonds / Notes	—	—	$246K	0.4%
JP Morgan Government Fund Mutual Fund	Other securities	—	—	$198K	0.4%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$149K	0.3%
Columbia Strategic Income Fund Mutual Fund	Other securities	—	—	$130K	0.2%
TIAA Traditional Benefit-Responsive Fixed Annuity Contracts	Mutual Funds	—	—	$123K	0.2%
PGIM High Yield I Fund Inst Mutual Fund	Other securities	—	—	$112K	0.2%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$98K	0.2%
T Rowe Price Retirement 2005 Fund Mutual Fund	Mutual Funds	—	—	$97K	0.2%
T Rowe Price Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$56K	<0.1%
American Century Small Cap Growth Fund Mutual Fund	Other securities	—	—	$50K	<0.1%
Alliance Bern Global Real Estate Investment Mutual Fund	Other securities	—	—	$47K	<0.1%
Allspring Special Midcap Value Fund Mutual Fund	Other securities	—	—	$38K	<0.1%
Fidelity Intl Index Fund Mutual Fund	Common Collective Trusts	—	—	$37K	<0.1%
BlackRock Commodity Strat Fund Mutual Fund	Other securities	—	—	$3K	<0.1%