How big is The Mountain School at Winhall's plan?

The Mountain School at Winhall's plan reported $484K in assets and 10 participants for 2023.

Original filing (PDF)20250410062644NAL0032753312001

The Mountain School at Winhall

Name: The Mountain School at Winhall — The Mountain School, Form 5500 (2023)
Creator: The Mountain School at Winhall
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Mountain School at Winhall Retirement Plan

401(k) retirement plan · The Mountain School at Winhall's The Mountain School at Winhall Retirement Plan held $484K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

Plan identifiers

The Mountain School at Winhall's EIN is 52-2117220.

EIN 52-2117220

Plan number 002

Plan year 2023

ACK ID 20250410062644NAL0032753312001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Mountain School at Winhall from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Mountain School at Winhall's plan includes profit-sharing, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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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 (99th percentile).

Plan sponsor

Name

THE MOUNTAIN SCHOOL AT WINHALL

EIN

all filings

Address

9 SCHOOL ROAD · BONDVILLE, VT · 05340

Phone

(802) 297-2662

Industry

Educational Services

Plan administrator