Other · DOL Form 5500 · 2022
Haverford College Retirement Plan
Data updated 2026-08-25
- $223M
- Total assets Near avg plan size
- 366
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $609,559
- Avg per participant High balance/head
Official DOL plan name: Haverford College Defined Contribution Retirement Plan · Sponsored by Haverford College · Pennsylvania · Educational Services
$223M in assets, 366 participants
Haverford College's Haverford College Defined Contribution Retirement Plan reported $223M in total assets and 366 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #3,761 in Educational Services (4,024 peers)
Coverage in Pennsylvania
Haverford College Defined Contribution Retirement Plan covers 366 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $223M.
- #3,761
- in Educational Services (4,024 peers)
- -15.7%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Haverford College Defined Contribution Retirement Plan's outsized position by total assets
Haverford College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$223,098,768 Top 4% higher than 96% 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
Haverford College 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. Haverford College Defined Contribution Retirement Plan sits mid-pack in the medium band (366 participants).
Published 5500 schedule card
Filing strip 236002304 · Haverford College PY 2022 · Other
Haverford College Defined Contribution Retirement Plan · $223M · 366 · 96th
- SCH $223M
- SCH 366
- SCH 96th
- SCH Other
- SCH near San Diego State University Foundation Defined Contribution Retirement Plan
- SCH ind #3761
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 Pennsylvania →
Haverford College Defined Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $265M |
|---|---|
| Net Assets (End of Year) | $223M |
| Net Income | -$42M |
| Employer EIN | 236002304 |
| Plan Effective Date | 1931-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haverford College)
Sponsor-wide plan assets over time
All Haverford College plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 16.54814427303337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $223M |
| 2023 | 1 | 600 | $247M |
| 2024 | 1 | 1,100 | $260M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
Haverford College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is San Diego State University Foundation Defined Contribution Retirement Plan in CA ($223M); by covered participants it is The Lakes Community Health Center, Inc. 403(b) Plan in WI (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($223M here).
- San Diego State University Foundation Defined Contribution Retirement Plan (CA) $223M · 1,727
- University of Portland Defined Contribution and Tax Deferred Annuity (OR) $223M · 830
- Rutland Regional Health Services Retirement Savings Plan (VT) $223M · 1,754
- Rhode Island School of Design Retirement Plan (RI) $224M · 896
Similar participant headcount
Nearest other-state filings by covered participants (366 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.