Other · DOL Form 5500 · 2023
Hillbrook School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $202,814
- Avg per participant Above avg balance/head
Official DOL plan name: Hillbrook School Defined Contribution Retirement Plan · Sponsored by Hillbrook School · California · Educational Services
$17M in assets, 85 participants
Hillbrook School's Hillbrook School Defined Contribution Retirement Plan reported $17M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #1,960 in Educational Services (3,735 peers)
Hillbrook School multi-year trail
Hillbrook School's plans moved +34.4% in assets from 2022 to 2024; this filing shows Hillbrook School Defined Contribution Retirement Plan at $17M / 85 participants.
- #1,960
- in Educational Services (3,735 peers)
- +18.7%
- assets growth YoY
Hillbrook School Defined Contribution Retirement Plan's outsized position by total assets
Hillbrook School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,239,185 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hillbrook School Defined Contribution Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillbrook School Defined Contribution Retirement Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hillbrook School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Hillbrook School Defined Contribution Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Hillbrook School Defined Contribution Retirement Plan reported participants rose from 74 in the plan year 2022 filing to 85 in the plan year 2023 filing.
DOL schedule card
Filing strip 940382325 · Hillbrook School PY 2023 · Other
Hillbrook School Defined Contribution Retirement Plan · $17M · 85 · 70th
- EOY $17M
- 5500 85
- ASSETS 70th
- PCT Other
- EIN near Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson
- RANK ind #1960
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 →
Hillbrook School Defined Contribution Retirement Plan in the asset neighbourhood
Hillbrook School multi-year asset trail
Sponsor-wide plan assets over time
All Hillbrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 34.43519056593995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $15M |
| 2023 | 1 | 85 | $17M |
| 2024 | 1 | 89 | $20M |
Hillbrook School filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 940382325 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Hillbrook School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson in MN ($17M); by covered participants it is Hospice Brazos Valley, Inc. ERISA 403(b) Plan in TX (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.