Other · DOL Form 5500 · 2022
The Harker School Retirement Plan
Data updated 2026-08-25
- $48M
- Total assets Below avg plan size
- 893
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $53,942
- Avg per participant Low balance/head
Official DOL plan name: The Harker School 403(b) Tax Deferred Annuity Plan · Sponsored by The Harker School · California · Educational Services
$48M in assets, 893 participants
The Harker School's The Harker School 403(b) Tax Deferred Annuity Plan reported $48M in total assets and 893 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- #3,105 in Educational Services (4,024 peers)
Where The Harker School 403(b) Tax Deferred Annuity Plan sits by assets
The Harker School 403(b) Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $48M for 893 participants (~$53,942/participant), down 10.6% in 2022.
- #3,105
- in Educational Services (4,024 peers)
- -10.6%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Harker School 403(b) Tax Deferred Annuity Plan's outsized position by total assets
The Harker School 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$48,170,481 Top 12% higher than 88% 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 Harker School 403(b) Tax Deferred Annuity 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 Harker School 403(b) Tax Deferred Annuity Plan sits mid-pack in the medium band (893 participants).
DOL schedule card
Filing strip 941613808 · The Harker School PY 2022 · Other
The Harker School 403(b) Tax Deferred Annuity Plan · $48M · 893 · 88th
- PART $48M
- TYPE 893
- NET 88th
- BOOK Other
- VS-ST near Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan
- BOY ind #3105
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 Harker School 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | -$6M |
| Employer EIN | 941613808 |
| Plan Effective Date | 1998-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Harker School)
Sponsor-wide plan assets over time
All The Harker School plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 31.252345418887533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,415 | $108M |
| 2023 | 2 | 1,610 | $130M |
| 2024 | 2 | 1,797 | $141M |
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 Harker School 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Summit Health Care Regional Medical Center Performance Based Flexible Contribution Retirement Plan in AZ ($48M); by covered participants it is Tax Deferred Annuity Plan in NJ (893 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($48M here).
Similar participant headcount
Nearest other-state filings by covered participants (893 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.