Other · DOL Form 5500 · 2022

Hockaday School Inc. Retirement Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
245
Participants Below avg headcount
92nd
Percentile by assets National rank
$353,941
Avg per participant High balance/head
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Official DOL plan name: Hockaday School Defined Contribution Plan · Sponsored by Hockaday School Inc. · Texas · Educational Services

$87M in assets, 245 participants

Hockaday School Inc.'s Hockaday School Defined Contribution Plan reported $87M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,437 in Educational Services (4,024 peers)

Coverage in Texas

Hockaday School Defined Contribution Plan covers 245 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $87M.

#3,437
in Educational Services (4,024 peers)
+9.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Hockaday School Defined Contribution Plan's outsized position by total assets

Hockaday School Defined Contribution Plan vs every filed plan by assets

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

$86,715,599 Top 8% higher than 92% 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

Hockaday School 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. Hockaday School Defined Contribution Plan sits mid-pack in the medium band (245 participants).

EBSA filing schedule strip

Filing strip 750800650 · Hockaday School Inc. PY 2022 · Other

Hockaday School Defined Contribution Plan · $87M · 245 · 92nd

  • VS-ST $87M
  • VS-ST 245
  • VS-ST 92nd
  • VS-ST Other
  • VS-ST near The Packer Collegiate Institute Defined Contribution Retirement Plan
  • VS-ST ind #3437

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 Texas →

Hockaday School Defined Contribution Plan in the asset neighbourhood

Arizona State Carpenter's Annuity Trust FundArizona State Carpenter's An…$87MThe Packer Collegiate Institute Defined Contribution Retirement PlanThe Packer Collegiate Instit…$87MHockaday School Defined Contribution PlanHockaday School Defined Cont…$87MCenterlight Health System 403(b) Retirement PlanCenterlight Health System 40…$87MCayuga Medical Center Retirement Savings PlanCayuga Medical Center Retire…$87M
End-of-year total assets ($M) among Hockaday School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$87M
Net Income$7M
Employer EIN750800650
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hockaday School Inc.)

Sponsor-wide plan assets over time

All Hockaday School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 23.085624998104436% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.7M $107M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 245 $87M
2023 1 260 $96M
2024 1 258 $107M

Nearby Other Plans in Texas

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

Hockaday School Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Hockaday School Defined Contribution Plan, Total assets ($B): 0.086715599 · Participants: 245Hockaday School Defined Contribution PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.20173657 · Participants: 28410Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 1.955231306 · Participants: 28126The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.634224741 · Participants: 12275Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.475271679 · Participants: 14185The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.372219413 · Participants: 2825Southwest Research Institute Retirement Plan
Hockaday School Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Hockaday School Defined Contribution Plan side-by-side with 3 peers →

Hockaday School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is The Packer Collegiate Institute Defined Contribution Retirement Plan in NY ($87M); by covered participants it is The Taft School 403(b) Retirement Plan in CT (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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.

Frequently Asked Questions

How did Hockaday School Defined Contribution Plan assets move in 2022? ▼
Hockaday School Defined Contribution Plan grew at a solid clip - up 9.2% during 2022, from $79M to $87M. Reported net income was $7M.
How have Hockaday School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hockaday School Inc.'s sponsor-wide assets grew 23.1%, from $87M to $107M.
Where does Hockaday School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Hockaday School Defined Contribution Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hockaday School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Packer Collegiate Institute Defined Contribution Retirement Plan in NY ($87M, 241 participants).
Which Other plans cover a similar participant headcount to Hockaday School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is The Taft School 403(b) Retirement Plan in CT (245 participants, $106M 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 750800650.

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.