Other · DOL Form 5500 · 2023

The Harker School Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1,077
Participants Near avg headcount
87th
Percentile by assets National rank
$55,506
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Harker School 403(b) Tax-Deferred Annuity Plan · Sponsored by The Harker School · California · Educational Services

$60M in assets, 1,077 participants

The Harker School's The Harker School 403(b) Tax-Deferred Annuity Plan reported $60M in total assets and 1,077 participants in its 2023 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.

  • #2,885 in Educational Services (3,735 peers)

Where The Harker School 403(b) Tax-Deferred Annuity Plan sits by assets

The Harker School 403(b) Tax-Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $60M for 1,077 participants (~$55,506/participant), up 24.1% in 2023.

#2,885
in Educational Services (3,735 peers)
+24.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Harker School 403(b) Tax-Deferred Annuity Plan's outsized position by total assets

The Harker School 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$59,779,627 Top 13% higher than 87% of 127,068 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 2023

The Harker School 403(b) Tax-Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Harker School 403(b) Tax-Deferred Annuity Plan lands in the large band (1,077 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Harker School 403(b) Tax-Deferred Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Harker School 403(b) Tax-Deferred Annuity Plan end-of-year assets rose from $48M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • The Harker School 403(b) Tax-Deferred Annuity Plan reported participants rose from 893 in the plan year 2022 filing to 1,077 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941613808 · The Harker School PY 2023 · Other

The Harker School 403(b) Tax-Deferred Annuity Plan · $60M · 1,077 · 87th

  • PCT $60M
  • PCT 1,077
  • PCT 87th
  • PCT Other
  • PCT near Palmer College of Chiropractic 403(b) Plan
  • PCT ind #2885

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 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood

Longwood Gardens 403(b) Employer Match Retirement PlanLongwood Gardens 403(b) Empl…$60MEmployee Benefit Plan for Employees of Employshare, Inc. and Participating EmployersEmployee Benefit Plan for Em…$60MPalmer College of Chiropractic 403(b) PlanPalmer College of Chiropract…$60MThe Harker School 403(b) Tax-Deferred Annuity PlanThe Harker School 403(b) Tax…$60MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$60M
End-of-year total assets ($M) among The Harker School 403(b) Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN941613808
Plan Effective Date1998-08-01
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 Other Plans in California

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

The Harker School 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Harker School 403(b) Tax-Deferred Annuity Plan, Total assets ($B): 0.059779627 · Participants: 1077The Harker School 403(b) Tax-Deferred Annuity PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Harker School 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
Compare The Harker School 403(b) Tax-Deferred Annuity Plan side-by-side with 3 peers →

The Harker School 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Palmer College of Chiropractic 403(b) Plan in IA ($60M); by covered participants it is University of New England Defined Contribution Plan in ME (1,077 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,077 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.

Frequently Asked Questions

How did The Harker School 403(b) Tax-Deferred Annuity Plan assets move in 2023? ▼
The Harker School 403(b) Tax-Deferred Annuity Plan grew sharply - up 24.1% during 2023, from $48M to $60M. Reported net income was $12M.
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 403(b) Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Harker School 403(b) Tax-Deferred Annuity Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Harker School 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Palmer College of Chiropractic 403(b) Plan in IA ($60M, 405 participants).
Which Other plans cover a similar participant headcount to The Harker School 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University of New England Defined Contribution Plan in ME (1,077 participants, $227M in assets).

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 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.