How big is Willow Hill School's plan?

Willow Hill School's plan reported $3.4M in assets and 28 participants for 2024.

Original filing (PDF)20250825170500NAL0007835393001

Willow Hill School

Name: Willow Hill School — Willow Hill School Defined, Form 5500 (2024)
Creator: Willow Hill School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Willow Hill School Defined Contribution Retirement Plan

403(b) retirement plan · Willow Hill School's Willow Hill School Defined Contribution Retirement Plan held $3.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Willow Hill School's EIN is 04-2469268.

EIN 04-2469268

Plan number 001

Plan year 2024

ACK ID 20250825170500NAL0007835393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willow Hill School's plan includes a 403(b) annuity, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WILLOW HILL SCHOOL

EIN

all filings

Address

98 HAYNES ROAD · SUDBURY, MA · 01776

Phone

(978) 443-2581

Industry

Educational Services

Plan administrator