How big is Olympia Waldorf Education Association's plan?

Olympia Waldorf Education Association's plan reported $337K in assets and 23 participants for 2024.

Original filing (PDF)20251204130454NAL0001968433001

Olympia Waldorf Education Association

Name: Olympia Waldorf Education Association — Olympia, Form 5500 (2024)
Creator: Olympia Waldorf Education Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Olympia Waldorf Education Association Retirement Plan

403(b) retirement plan · Olympia Waldorf Education Association's Olympia Waldorf Education Association Retirement Plan held $337K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

Kelly HORN signed Olympia Waldorf Education Association's 2024 Form 5500 as plan administrator.

Kelly HORN — Plan Administrator — Form 5500 signer
Sweekriti Apple — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Olympia Waldorf Education Association's EIN is 91-1339309.

EIN 91-1339309

Plan number 001

Plan year 2024

ACK ID 20251204130454NAL0001968433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Olympia Waldorf Education Association's plan includes a 403(b) annuity, ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLYMPIA WALDORF EDUCATION ASSOCIATION.

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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 (93rd percentile).

Plan sponsor

Name

OLYMPIA WALDORF EDUCATION ASSOCIATION

EIN

all filings

Address

P.O. BOX 130 · EAST OLYMPIA, WA · 98540

Phone

(360) 493-0906

Industry

Educational Services

Plan administrator