Other · DOL Form 5500 · 2022
The Haverford School Retirement Plan
Data updated 2026-08-11
- $80M
- Total assets
- 188
- Participants
- 91st
- Percentile by assets
- $423,864
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $80M
- total plan assets (2022 EOY)
- 188
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $423,864
- avg assets per participant
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.
Where The Haverford School 403(b) Plan sits 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
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. The Haverford School 403(b) Plan reports 188 participants - about 23% of that state average ($80M EOY assets).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Haverford School 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did The Haverford School 403(b) Plan assets move in 2022? ▼
How have The Haverford School plan assets changed over time? ▼
Where does The Haverford School 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Haverford School 403(b) Plan? ▼
Next read for The Haverford School 403(b) Plan
Filing takeaways
Ways to act on The Haverford School 403(b) Plan's numbers.
- By total assets, The Haverford School 403(b) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Pennsylvania. Compare plans
- The Haverford School's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Educational Services plans