Money Purchase · DOL Form 5500 · 2022

The Harker School Money Purchase Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
522
Participants Below avg headcount
89th
Percentile by assets National rank
$114,168
Avg per participant Below avg balance/head
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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.

  • #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.

#3,232
in Educational Services (4,024 peers)
-2.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

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's outsized position by total assets

The Harker School 401(a) Defined Contribution Plan vs every filed plan by assets

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

$59,595,450 Top 11% higher than 89% 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 Harker School 401(a) Defined Contribution 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 401(a) Defined Contribution Plan sits mid-pack in the medium band (522 participants).

Form 5500 schedule snapshot

Filing strip 941613808 · The Harker School PY 2022 · Money Purchase

The Harker School 401(a) Defined Contribution Plan · $60M · 522 · 89th

  • VS-ST $60M
  • BOY 522
  • SCH 89th
  • EBSA Money Purchase
  • PART near Machinists' Money Purchase Pension Fund
  • TYPE ind #3232

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 401(a) Defined Contribution Plan in the asset neighbourhood

Plumbers & Steamfitters Local Union 52 Defined Con PlanPlumbers & Steamfitters Loca…$60MRetirement Plan for Prior Alcon EmployeesRetirement Plan for Prior Al…$60MThe Harker School 401(a) Defined Contribution PlanThe Harker School 401(a) Def…$60MMachinists' Money Purchase Pension FundMachinists' Money Purchase P…$59MPlumbers & Steamfitters Local 184 Supplemental Pension PlanPlumbers & Steamfitters Loca…$59M
End-of-year total assets ($M) among The Harker School 401(a) Defined Contribution Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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)

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
$100M$120M$140M$160M 202220232024 $108M $141M ▲ +31.3%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Harker School 401(a) Defined Contribution Plan, Total assets ($B): 0.05959545 · Participants: 522The Harker School 401(a) Defined Contribution PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
The Harker School 401(a) Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare The Harker School 401(a) Defined Contribution Plan side-by-side with 3 peers →

The Harker School 401(a) Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Machinists' Money Purchase Pension Fund in NJ ($59M); by covered participants it is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK (521 participants). Same-state nearby plans are listed separately above.

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 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).
Which Money Purchase plans cover a similar participant headcount to The Harker School 401(a) Defined Contribution Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Norton Sound Health Corporation Money Purchase Pension Plan & Trust in AK (521 participants, $35M 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 941613808.

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.