How big is Austin Waldorf School's plan?

Austin Waldorf School's plan reported $5.7M in assets and 63 participants for 2023.

Original filing (PDF)20250404141427NAL0013525601001

Austin Waldorf School

Name: Austin Waldorf School — Austin Waldorf School 403(b), Form 5500 (2023)
Creator: Austin Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Austin Waldorf School 403(b) DC and TDA Plan

403(b) retirement plan · Austin Waldorf School's Austin Waldorf School 403(b) DC and TDA Plan held $5.7M in plan assets for 63 participants in 2023.

Active participants

Accounts w/ balance

120

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Billy Petty signed Austin Waldorf School's 2023 Form 5500 as plan administrator.

Billy Petty — 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

Austin Waldorf School's EIN is 74-2176835.

EIN 74-2176835

Plan number 001

Plan year 2023

ACK ID 20250404141427NAL0013525601001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Austin Waldorf School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Austin Waldorf School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUSTIN 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 (92nd percentile).

Plan sponsor

Name

AUSTIN WALDORF SCHOOL

EIN

all filings

Address

8700 SOUTH VIEW ROAD · AUSTIN, TX · 78737

Phone

(512) 288-5942

Industry

Educational Services

Plan administrator