Other · DOL Form 5500 · 2022

Hawken School Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
304
Participants Below avg headcount
87th
Percentile by assets National rank
$140,476
Avg per participant Near avg balance/head
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Official DOL plan name: Hawken School Retirement Plan · Sponsored by Hawken School · Ohio · Educational Services

$43M in assets, 304 participants

Hawken School's Hawken School Retirement Plan reported $43M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,029 in Educational Services (4,024 peers)

Coverage in Ohio

Hawken School Retirement Plan covers 304 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $43M.

#3,029
in Educational Services (4,024 peers)
+11.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Hawken School Retirement Plan's outsized position by total assets

Hawken School Retirement Plan vs every filed plan by assets

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

$42,704,732 Top 13% higher than 87% 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

Hawken 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. Hawken School Retirement Plan sits mid-pack in the medium band (304 participants).

Plan-year Form 5500 strip

Filing strip 340714427 · Hawken School PY 2022 · Other

Hawken School Retirement Plan · $43M · 304 · 87th

  • ASSETS $43M
  • ASSETS 304
  • ASSETS 87th
  • ASSETS Other
  • ASSETS near Wells College Tax Deferred Retirement Plan
  • ASSETS ind #3029

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 Ohio →

Hawken School Retirement Plan in the asset neighbourhood

United States Fund for Unicef Defined Contribution Retirement PlanUnited States Fund for Unice…$43MWells College Tax Deferred Retirement PlanWells College Tax Deferred R…$43MPeckham, Inc. 403(b) Tda Plan$43MHawken School Retirement Plan$43MThe Harvard Management Company 403(b) Tax-Deferred Annuity PlanThe Harvard Management Compa…$43M
End-of-year total assets ($M) among Hawken School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$43M
Net Income$5M
Employer EIN340714427
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawken School)

Sponsor-wide plan assets over time

All Hawken School plans reported in each filing year

Latest sponsor-wide plan assets
$50M 16.259481501956273% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $49.7M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 304 $43M
2023 1 334 $45M
2024 1 333 $50M

Nearby Other Plans in Ohio

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

Hawken School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Hawken School Retirement Plan, Total assets ($B): 0.042704732 · Participants: 304Hawken School Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Hawken School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Hawken School Retirement Plan side-by-side with 3 peers →

Hawken School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Wells College Tax Deferred Retirement Plan in NY ($43M); by covered participants it is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Hawken School Retirement Plan assets move in 2022? ▼
Hawken School Retirement Plan grew at a solid clip - up 11.8% during 2022, from $38M to $43M. Reported net income was $5M.
How have Hawken School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawken School's sponsor-wide assets grew 16.3%, from $43M to $50M.
Where does Hawken School Retirement Plan rank by assets among Form 5500 filers? ▼
Hawken School Retirement Plan ranks in the 87th 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 Other plans are similar in size to Hawken School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wells College Tax Deferred Retirement Plan in NY ($43M, 98 participants).
Which Other plans cover a similar participant headcount to Hawken School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Williamsburg Landing, Inc. 403(b) Retirement Plan in VA (304 participants, $8M 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 340714427.

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.