WINCHENDON SCHOOL 403(B) RETIREMENT PLAN

Plan Contact

  • Address: 172 ASH STREET,WINCHENDON,MA
  • Contact person: COLLEEN ANDERSON
  • Phone: (978) 297-1223

Plan General Information

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is $13,505,618.00.This plan was established in 1993.

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is 301

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is $44,869.00

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is $1,578.00.

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is approximately $1,155.00
Investing in this additonal $1,155.00 for 20 years would give you extra $73,937.00, assuming a 10% annual return.

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, WINCHENDON SCHOOL 403(B) RETIREMENT PLAN allocates $347,735.00 to match its employees' contributions, providing an employer match rate of 75.72% of their contributions

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is 18.25%.

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is 14.86%. This measures the effectiveness of the plan participants' investments in the year.

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WINCHENDON SCHOOL 403(B) RETIREMENT PLAN is 0.09%.

Enrollment Features

WINCHENDON SCHOOL 403(B) RETIREMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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