Other · DOL Form 5500 · 2022
The Haverford School Retirement Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 188
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $423,864
- Avg per participant High balance/head
Official DOL plan name: The Haverford School 403(b) Plan · Sponsored by The Haverford School · Pennsylvania · Educational Services
$80M in assets, 188 participants
The Haverford School's The Haverford School 403(b) Plan reported $80M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,385 in Educational Services (4,024 peers)
Coverage in Pennsylvania
The Haverford School 403(b) Plan covers 188 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $80M.
- #3,385
- in Educational Services (4,024 peers)
- -17.6%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Haverford School 403(b) Plan's outsized position by total assets
The Haverford School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$79,686,438 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Haverford School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Haverford School 403(b) Plan sits mid-pack in the medium band (188 participants).
Form 5500 schedule snapshot
Filing strip 231352646 · The Haverford School PY 2022 · Other
The Haverford School 403(b) Plan · $80M · 188 · 91st
- VS-ST $80M
- VS-ST 188
- VS-ST 91st
- VS-ST Other
- VS-ST near St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan
- VS-ST ind #3385
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Pennsylvania →
The Haverford School 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | -$17M |
| Employer EIN | 231352646 |
| Plan Effective Date | 1927-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Haverford School)
Sponsor-wide plan assets over time
All The Haverford School plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 27.370948617379536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $80M |
| 2023 | 1 | 176 | $90M |
| 2024 | 1 | 199 | $101M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
The Haverford School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan in NY ($80M); by covered participants it is Shorecrest Preparatory School 403(b) DC Plan in FL (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.