How big is Waldorf School's plan?

Waldorf School's plan reported $7.8M in assets and 50 participants for 2024.

Original filing (PDF)20250403111611NAL0016811472001

Waldorf School

Name: Waldorf School — Waldorf School DC Retirement Plan, Form 5500 (2024)
Creator: Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waldorf School DC Retirement Plan

403(b) retirement plan · Waldorf School's Waldorf School DC Retirement Plan held $7.8M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Mike Massicotte signed Waldorf School's 2024 Form 5500 as plan administrator.

Mike Massicotte — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Waldorf School's EIN is 04-2574089.

EIN 04-2574089

Plan number 001

Plan year 2024

ACK ID 20250403111611NAL0016811472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waldorf School's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDORF 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 (89th percentile).

Plan sponsor

Name

WALDORF SCHOOL

DBA

WALDORF SCHOOL OF LEXINGTON

EIN

all filings

Address

739 MASSACHUSETTS AVENUE · LEXINGTON, MA · 024203916

Phone

(781) 863-1062

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