Other · DOL Form 5500 · 2022
The Hamlin School Retirement Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $292,923
- Avg per participant High balance/head
Official DOL plan name: The Hamlin School Retirement Plan · Sponsored by The Hamlin School · California · Educational Services
$31M in assets, 105 participants
The Hamlin School's The Hamlin School Retirement Plan reported $31M in total assets and 105 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,782 in Educational Services (4,024 peers)
Coverage in California
The Hamlin School Retirement Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $31M.
- #2,782
- in Educational Services (4,024 peers)
- -12.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Hamlin School Retirement Plan's outsized position by total assets
The Hamlin School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,756,964 Top 17% higher than 83% 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 Hamlin 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 Hamlin School Retirement Plan sits mid-pack in the medium band (105 participants).
Form 5500 schedule snapshot
Filing strip 941393894 · The Hamlin School PY 2022 · Other
The Hamlin School Retirement Plan · $31M · 105 · 83rd
- IND $31M
- EOY 105
- 5500 83rd
- ASSETS Other
- PCT near Garrison Forest School Tax Sheltered Annuity Savings Plan
- EIN ind #2782
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 Hamlin School Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$4M |
| Employer EIN | 941393894 |
| Plan Effective Date | 1965-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hamlin School)
Sponsor-wide plan assets over time
All The Hamlin School plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 21.145591613008357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $31M |
| 2023 | 1 | 109 | $36M |
| 2024 | 1 | 118 | $37M |
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 Hamlin School Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Garrison Forest School Tax Sheltered Annuity Savings Plan in MD ($31M); by covered participants it is Lawrence School 403(b) Defined Contribution and Tax Deferred Annuity Retirement Plan in OH (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.