Other · DOL Form 5500 · 2022

Harvard-Westlake School Retirement Plan

Data updated 2026-08-25

$168M
Total assets Near avg plan size
355
Participants Below avg headcount
95th
Percentile by assets National rank
$472,687
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,677
in Educational Services (4,024 peers)
-13.0%
assets change YoY
1.7×
vs typical plan assets (national mean)

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's outsized position by total assets

Harvard-Westlake School Defined Contribution Retirement Plan vs every filed plan by assets

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

$167,803,722 Top 5% higher than 95% 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

Harvard-Westlake 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. Harvard-Westlake School Defined Contribution Retirement Plan sits mid-pack in the medium band (355 participants).

Published 5500 schedule card

Filing strip 951644019 · Harvard-Westlake School PY 2022 · Other

Harvard-Westlake School Defined Contribution Retirement Plan · $168M · 355 · 95th

  • VS-ST $168M
  • VS-ST 355
  • VS-ST 95th
  • VS-ST Other
  • VS-ST near The Driscoll Children's Health 403(b) Retirement Plan
  • VS-ST ind #3677

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 California →

Harvard-Westlake School Defined Contribution Retirement Plan in the asset neighbourhood

Shepherd Center 403(b) Retirement Savings PlanShepherd Center 403(b) Retir…$168MOhio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity PlanOhio Wesleyan University Def…$168MNatural Resources Defense Council Tax Deferred Annuity Retirement PlanNatural Resources Defense Co…$168MThe Driscoll Children's Health 403(b) Retirement PlanThe Driscoll Children's Heal…$168MHarvard-Westlake School Defined Contribution Retirement PlanHarvard-Westlake School Defi…$168M
End-of-year total assets ($M) among Harvard-Westlake School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$168M
Net Income-$25M
Employer EIN951644019
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard-Westlake School)

Sponsor-wide plan assets over time

All Harvard-Westlake School plans reported in each filing year

Latest sponsor-wide plan assets
$221M 31.581648707410675% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $168M $221M ▲ +31.6%
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 Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Harvard-Westlake School Defined Contribution Retirement Plan, Total assets ($B): 0.167803722 · Participants: 355Harvard-Westlake School Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Harvard-Westlake School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Harvard-Westlake School Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is The Driscoll Children's Health 403(b) Retirement Plan in TX ($168M); by covered participants it is Franciscan University of Steubenville Defined Contribution Retirement Plan in OH (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Harvard-Westlake School Defined Contribution Retirement Plan assets move in 2022? ▼
Harvard-Westlake School Defined Contribution Retirement Plan pulled back noticeably - down 13.0% during 2022, from $193M to $168M. Reported net income was -$25M.
How have Harvard-Westlake School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard-Westlake School's sponsor-wide assets grew 31.6%, from $168M to $221M.
Where does Harvard-Westlake School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Harvard-Westlake School Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Harvard-Westlake School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Driscoll Children's Health 403(b) Retirement Plan in TX ($168M, 2,580 participants).
Which Other plans cover a similar participant headcount to Harvard-Westlake School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Franciscan University of Steubenville Defined Contribution Retirement Plan in OH (355 participants, $89M 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 951644019.

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.