Other · DOL Form 5500 · 2022
Harvard-Westlake School Retirement Plan
Data updated 2026-08-11
- $168M
- Total assets
- 355
- Participants
- 95th
- Percentile by assets
- $472,687
- Avg per participant
Official DOL plan name: Harvard-Westlake School Defined Contribution Retirement Plan · Sponsored by Harvard-Westlake School · California · Educational Services
$168M in assets, 355 participants
Harvard-Westlake School's Harvard-Westlake School Defined Contribution Retirement Plan reported $168M in total assets and 355 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #3,677 in Educational Services (4,024 peers)
Where Harvard-Westlake School Defined Contribution Retirement Plan sits by assets
Harvard-Westlake School Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $168M for 355 participants (~$472,687/participant), down 13.0% in 2022.
- $168M
- total plan assets (2022 EOY)
- 355
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $472,687
- avg assets per participant
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harvard-Westlake School Defined Contribution Retirement Plan vs the 2022 asset distribution
By assets, Harvard-Westlake School Defined Contribution Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | -$25M |
| Employer EIN | 951644019 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard-Westlake School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 355 | $168M |
| 2023 | 1 | 346 | $198M |
| 2024 | 1 | 365 | $221M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
Harvard-Westlake School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Similar-Sized Other Plans Nationally
Other plans in other states closest to Harvard-Westlake School Defined Contribution Retirement Plan by total assets, not by location.
- The Driscoll Children's Health 403(b) Retirement Plan (TX) $168M · 2,580
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OH) $168M · 468
- Natural Resources Defense Council Tax Deferred Annuity Retirement Plan (NY) $168M · 650
- Shepherd Center 403(b) Retirement Savings Plan (GA) $168M · 1,816
Frequently Asked Questions
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Ways to act on Harvard-Westlake School Defined Contribution Retirement Plan's numbers.
- By total assets, Harvard-Westlake School Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- Harvard-Westlake School's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Educational Services plans