Other · DOL Form 5500 · 2022

Harbor Day School Retirement Plan

Data updated 2026-08-11

$19M
Total assets
109
Participants
77th
Percentile by assets
$176,415
Avg per participant
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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.

  • 77th percentile by assets (of 139,126 plans)
  • #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.

$19M
total plan assets (2022 EOY)
109
covered participants
77th
percentile by assets (of 139,126 plans)
$176,415
avg assets per participant

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.

Where The Harbor Day School Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Harbor Day School Defined Contribution Retirement Plan reports 109 participants - about 17% of that state average ($19M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN952285957
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Day School)

$18M$20M$22M$24M 202220232024 $19.2M $23.5M ▲ +22.0%
Total plan assets by year, all Harbor Day School plans on file
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.

The Harbor Day School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

The Harbor Day 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 The Harbor Day Schoo…Stanford Contributor…Sutter Health 403(b)…Stanford Health Care…Caltech Base Retirem…University of Southe…
The Harbor Day School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Harbor Day School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Harbor Day School Defined Contribution Retirement Plan assets move in 2022?
The Harbor Day School Defined Contribution Retirement Plan pulled back noticeably - down 11.2% during 2022, from $22M to $19M. Reported net income was -$2M.
How have Harbor Day School plan assets changed over time?
Across 3 plan years on file (2022-2024), Harbor Day School's sponsor-wide assets grew 22.0%, from $19M to $23M.
Where does The Harbor Day School Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
The Harbor Day School Defined Contribution Retirement Plan ranks in the 77th 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 The Harbor Day School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is The Family Institute 403(b) Retirement Plan in IL ($19M, 165 participants).

Next read for The Harbor Day School Defined Contributi…

Filing takeaways

Ways to act on The Harbor Day School Defined Contribution Retirement Plan's numbers.