How big is Westover School's plan?

Westover School's plan reported $9.3M in assets and 117 participants for 2025.

Original filing (PDF)20260409133741NAL0012169537001

Westover School

Name: Westover School — Westover School DC Retirement Plan, Form 5500 (2025)
Creator: Westover School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Westover School DC Retirement Plan

403(b) retirement plan · Westover School's Westover School DC Retirement Plan held $9.3M in plan assets for 117 participants in 2025.

Signals · 1

Late filing · 22.8 mo

Active participants

117

Accounts w/ balance

117

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Richard Matzinger signed Westover School's 2025 Form 5500 as plan administrator.

Richard Matzinger — 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

Westover School's EIN is 06-0646961.

EIN 06-0646961

Plan number 001

Plan year 2025

ACK ID 20260409133741NAL0012169537001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Westover School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Westover 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 WESTOVER SCHOOL.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off