Other · DOL Form 5500 · 2022

Harpeth Hall School Retirement Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
161
Participants Small participant base
86th
Percentile by assets National rank
$240,922
Avg per participant Above avg balance/head
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Official DOL plan name: Harpeth Hall School Defined Contribution Retirement Plan · Sponsored by Harpeth Hall School · Tennessee · Educational Services

$39M in assets, 161 participants

Harpeth Hall School's Harpeth Hall School Defined Contribution Retirement Plan reported $39M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,965 in Educational Services (4,024 peers)

Coverage in Tennessee

Harpeth Hall School Defined Contribution Retirement Plan covers 161 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $39M.

#2,965
in Educational Services (4,024 peers)
-13.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harpeth Hall School Defined Contribution Retirement Plan's outsized position by total assets

Harpeth Hall School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$38,788,428 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Harpeth Hall School Defined Contribution Retirement 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. Harpeth Hall School Defined Contribution Retirement Plan sits mid-pack in the medium band (161 participants).

Published 5500 schedule card

Filing strip 620501916 · Harpeth Hall School PY 2022 · Other

Harpeth Hall School Defined Contribution Retirement Plan · $39M · 161 · 86th

  • TYPE $39M
  • NET 161
  • BOOK 86th
  • VS-ST Other
  • BOY near Graduate Management Admission Council Retirement Plan
  • SCH ind #2965

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 Tennessee →

Harpeth Hall School Defined Contribution Retirement Plan in the asset neighbourhood

Advanced Technology International 403(b) Retirement PlanAdvanced Technology Internat…$39MUniversity of Pikeville Retirement PlanUniversity of Pikeville Reti…$39MGraduate Management Admission Council Retirement PlanGraduate Management Admissio…$39MBrooklyn Defender Services 2014 403b PlanBrooklyn Defender Services 2…$39MHarpeth Hall School Defined Contribution Retirement PlanHarpeth Hall School Defined …$39M
End-of-year total assets ($M) among Harpeth Hall School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$39M
Net Income-$6M
Employer EIN620501916
Plan Effective Date1967-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harpeth Hall School)

Sponsor-wide plan assets over time

All Harpeth Hall School plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $38.8M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 161 $39M
2023 1 172 $45M
2024 1 162 N/A

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Harpeth Hall School Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Harpeth Hall School Defined Contribution Retirement Plan, Total assets ($B): 0.038788428 · Participants: 161Harpeth Hall School Defined Contribution Retirement PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 3.400218103 · Participants: 28507Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.06995117 · Participants: 6874Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 0.918824939 · Participants: 4892St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.517250441 · Participants: 11477Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.467821735 · Participants: 9451Southeastern Carpenters and Millwrights Pension Plan
Harpeth Hall School Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Harpeth Hall School Defined Contribution Retirement Plan side-by-side with 3 peers →

Harpeth Hall School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Graduate Management Admission Council Retirement Plan in VA ($39M); by covered participants it is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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.

Frequently Asked Questions

How did Harpeth Hall School Defined Contribution Retirement Plan assets move in 2022? ▼
Harpeth Hall School Defined Contribution Retirement Plan pulled back noticeably - down 13.5% during 2022, from $45M to $39M. Reported net income was -$6M.
Where does Harpeth Hall School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Harpeth Hall School Defined Contribution Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Harpeth Hall School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Graduate Management Admission Council Retirement Plan in VA ($39M, 91 participants).
Which Other plans cover a similar participant headcount to Harpeth Hall School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620501916.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.