Other · DOL Form 5500 · 2022
Harbor Day School Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $176,415
- Avg per participant Above avg balance/head
Official DOL plan name: The Harbor Day School Defined Contribution Retirement Plan · Sponsored by Harbor Day School · California · Educational Services
$19M in assets, 109 participants
Harbor Day School's The Harbor Day School Defined Contribution Retirement Plan reported $19M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #2,416 in Educational Services (4,024 peers)
Coverage in California
The Harbor Day School Defined Contribution Retirement Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $19M.
- #2,416
- in Educational Services (4,024 peers)
- -11.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Harbor Day School Defined Contribution Retirement Plan's outsized position by total assets
The Harbor Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,229,288 Top 23% higher than 77% 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 Harbor Day 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. The Harbor Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (109 participants).
EBSA filing schedule strip
Filing strip 952285957 · Harbor Day School PY 2022 · Other
The Harbor Day School Defined Contribution Retirement Plan · $19M · 109 · 77th
- BOY $19M
- BOY 109
- BOY 77th
- BOY Other
- BOY near The Family Institute 403(b) Retirement Plan
- BOY ind #2416
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 →
The Harbor Day School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$2M |
| Employer EIN | 952285957 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harbor Day School)
Sponsor-wide plan assets over time
All Harbor Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 22.024798838105706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $19M |
| 2023 | 1 | 110 | $21M |
| 2024 | 1 | 103 | $23M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
The Harbor Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is The Family Institute 403(b) Retirement Plan in IL ($19M); by covered participants it is Dollar Energy Fund, Inc. 403(b) Plan in PA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 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.