Winsor School 403(b) match, vesting and fees
What Winsor School's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Inst Oper Comp | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Winsor School: employer contribution per participant | $2,582 | |
| Peer median | $1,800 |
| Winsor School: average balance | $199,875 | |
| Peer median | $72,234 |
| Winsor School: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $60.9M at the end of plan year 2021 to $75.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 383 | $75.4M | $973K | $2,582 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 386 | $66.4M | $921K | $2,404 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 382 | $59M | $866K | $2,268 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 376 | $53.4M | $824K | $2,277 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 367 | $60.9M | $803K | $2,263 | 0.08% | Not published | Form 5500 ↗ |
Common questions
Does Winsor School match 401(k) contributions?
The match terms for the Winsor School 403b Plan have not been published from its filing yet. The plan year 2025 filing reports $973K in employer contributions, about $2,582 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Winsor School 401(k) match vested?
The vesting schedule for the Winsor School 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Winsor School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Inst Oper Comp. The plan administrator is The Winsor School.
I left Winsor School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Winsor School, (617) 912-1315) or the recordkeeper, Fidelity Investments Inst Oper Comp. The Winsor School old 401(k) page lists the contacts from every plan filing. Find an old Winsor School 401(k)
Data from the public Form 5500 annual reports Winsor School filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Winsor School. Not financial advice. Report a correction · Methodology