Other · DOL Form 5500 · 2022

Hathaway Brown School Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
259
Participants Below avg headcount
86th
Percentile by assets National rank
$158,946
Avg per participant Above avg balance/head
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Official DOL plan name: The Hathaway Brown School Retirement Plan · Sponsored by Hathaway Brown School · Ohio · Educational Services

$41M in assets, 259 participants

Hathaway Brown School's The Hathaway Brown School Retirement Plan reported $41M in total assets and 259 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.

  • #3,006 in Educational Services (4,024 peers)

Coverage in Ohio

The Hathaway Brown School Retirement Plan covers 259 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $41M.

#3,006
in Educational Services (4,024 peers)
-15.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Hathaway Brown School Retirement Plan's outsized position by total assets

The Hathaway Brown School Retirement Plan vs every filed plan by assets

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

$41,166,928 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

The Hathaway Brown School 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 Hathaway Brown School Retirement Plan sits mid-pack in the medium band (259 participants).

DOL schedule card

Filing strip 340714426 · Hathaway Brown School PY 2022 · Other

The Hathaway Brown School Retirement Plan · $41M · 259 · 86th

  • 5500 $41M
  • ASSETS 259
  • PCT 86th
  • EIN Other
  • RANK near The New England College of Optometry Defined Contribution Retirement Plan
  • PHOTO ind #3006

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 Ohio →

The Hathaway Brown School Retirement Plan in the asset neighbourhood

Converse University Defined Contribution Retirement PlanConverse University Defined …$41MNorth Shore Country Day School Defined Contribution Retirement PlanNorth Shore Country Day Scho…$41MThe Hathaway Brown School Retirement PlanThe Hathaway Brown School Re…$41MThe New England College of Optometry Defined Contribution Retirement PlanThe New England College of O…$41MMental Health Center of Denver Retirement PlanMental Health Center of Denv…$41M
End-of-year total assets ($M) among The Hathaway Brown School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$41M
Net Income-$8M
Employer EIN340714426
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hathaway Brown School)

Sponsor-wide plan assets over time

All Hathaway Brown School plans reported in each filing year

Latest sponsor-wide plan assets
$52M 25.890763576043373% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.2M $51.8M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 259 $41M
2023 1 240 $47M
2024 1 259 $52M

Nearby Other Plans in Ohio

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

The Hathaway Brown School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Hathaway Brown School Retirement Plan, Total assets ($B): 0.041166928 · Participants: 259The Hathaway Brown School Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
The Hathaway Brown School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare The Hathaway Brown School Retirement Plan side-by-side with 3 peers →

The Hathaway Brown School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The New England College of Optometry Defined Contribution Retirement Plan in MA ($41M); by covered participants it is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 The Hathaway Brown School Retirement Plan assets move in 2022? ▼
The Hathaway Brown School Retirement Plan declined sharply - down 15.4% during 2022, from $49M to $41M. Reported net income was -$8M.
How have Hathaway Brown School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hathaway Brown School's sponsor-wide assets grew 25.9%, from $41M to $52M.
Where does The Hathaway Brown School Retirement Plan rank by assets among Form 5500 filers? ▼
The Hathaway Brown School 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 The Hathaway Brown School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The New England College of Optometry Defined Contribution Retirement Plan in MA ($41M, 138 participants).
Which Other plans cover a similar participant headcount to The Hathaway Brown School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Memorial Health Care Systems Tax Deferred Annuity Plan in NE (259 participants, $27M 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 340714426.

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.