Money Purchase · DOL Form 5500 · 2022

The Harker School Money Purchase Plan

Data updated 2026-08-11

$60M
Total assets
522
Participants
89th
Percentile by assets
$114,168
Avg per participant
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Official DOL plan name: The Harker School 401(a) Defined Contribution Plan · Sponsored by The Harker School · California · Educational Services

$60M in assets, 522 participants

The Harker School's The Harker School 401(a) Defined Contribution Plan reported $60M in total assets and 522 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #3,232 in Educational Services (4,024 peers)

Where The Harker School 401(a) Defined Contribution Plan sits by assets

The Harker School 401(a) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $60M for 522 participants (~$114,168/participant), down 2.5% in 2022.

$60M
total plan assets (2022 EOY)
522
covered participants
89th
percentile by assets (of 139,126 plans)
$114,168
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.

The Harker School 401(a) Defined Contribution Plan vs the 2022 asset distribution

By assets, The Harker School 401(a) Defined Contribution Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$60M
Net Income-$2M
Employer EIN941613808
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Harker School)

$100M$120M$140M$160M 202220232024 $108M $141M ▲ +31.3%
Total plan assets by year, all The Harker School plans on file
Year Plans Participants Total Assets
2022 2 1,415 $108M
2023 2 1,610 $130M
2024 2 1,797 $141M

Nearby Money Purchase Plans in California

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

The Harker School 401(a) Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants

The Harker School 401(a) Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Harker School 40…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
The Harker School 401(a) Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to The Harker School 401(a) Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did The Harker School 401(a) Defined Contribution Plan assets move in 2022?
The Harker School 401(a) Defined Contribution Plan edged down modestly - down 2.5% during 2022, from $61M to $60M. Reported net income was -$2M.
How have The Harker School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Harker School's sponsor-wide assets grew 31.3%, from $108M to $141M.
Where does The Harker School 401(a) Defined Contribution Plan rank by assets among Form 5500 filers?
The Harker School 401(a) Defined Contribution Plan ranks in the 89th 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 Money Purchase plans are similar in size to The Harker School 401(a) Defined Contribution Plan?
Among Money Purchase plans in other states, the closest by assets is Machinists' Money Purchase Pension Fund in NJ ($59M, 1,430 participants).

Next read for The Harker School 401(a) Defined Contrib…

Scale reading

Ways to act on The Harker School 401(a) Defined Contribution Plan's numbers.