Other · DOL Form 5500 · 2023

Hillbrook School Retirement Plan

Data updated 2026-08-11

$17M
Total assets
85
Participants
70th
Percentile by assets
$202,814
Avg per participant
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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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
85
covered participants
70th
percentile by assets (of 127,072 plans)
$202,814
avg assets per participant

Where Hillbrook School Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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 2023

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.

See the national 2022→2023 release diff →

State
California
Industry
Educational Services

Hillbrook School across 3 plan years on file

Across the 3 plan years Hillbrook School has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $20M, a gain of 34.4%, while reported participants moved from 74 to 89 (+20.3%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($15M).

Hillbrook School multi-year asset trail

$14M$16M$18M$20M$22M 202220232024 $14.5M $19.5M ▲ +34.4%
Total plan assets by year, all Hillbrook School plans on file
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 EIN940382325
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Hillbrook School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hillbrook School Def…, Total assets ($B): 0.017239185 · Participants: 85Hillbrook School Def…Stanford Contributor…, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirem…University of Southe…, Total assets ($B): 4.277911652 · Participants: 21764University of Southe…
Hillbrook School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Hillbrook School Defined Contribution Re… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hillbrook School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Hillbrook School Defined Contribution Retirement Plan assets move in 2023? ▼
Hillbrook School Defined Contribution Retirement Plan grew sharply - up 18.7% during 2023, from $15M to $17M. Reported net income was $3M.
How have Hillbrook School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hillbrook School's sponsor-wide assets grew 34.4%, from $15M to $20M.
Which Other plans are similar in size to Hillbrook School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson in MN ($17M, 819 participants).

Next read for Hillbrook School Defined Contribution Re…

Multi-year trail

Ways to act on Hillbrook School Defined Contribution Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940382325.

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.