Other · DOL Form 5500 · 2023

The Seven Hills School Retirement Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
194
Participants Below avg headcount
87th
Percentile by assets National rank
$307,127
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Seven Hills School Retirement Plan · Sponsored by The Seven Hills School · Ohio · Educational Services

$60M in assets, 194 participants

The Seven Hills School's The Seven Hills School Retirement Plan reported $60M in total assets and 194 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.

  • #2,884 in Educational Services (3,735 peers)

Coverage in Ohio

The Seven Hills School Retirement Plan covers 194 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $60M.

#2,884
in Educational Services (3,735 peers)
+12.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Seven Hills School Retirement Plan's outsized position by total assets

The Seven Hills School Retirement Plan vs every filed plan by assets

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

$59,582,647 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 Seven Hills School Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Seven Hills School Retirement Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Seven Hills School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Seven Hills School Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • The Seven Hills School Retirement Plan reported participants rose from 188 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310536666 · The Seven Hills School PY 2023 · Other

The Seven Hills School Retirement Plan · $60M · 194 · 87th

  • VS-ST $60M
  • VS-ST 194
  • VS-ST 87th
  • VS-ST Other
  • VS-ST near Marlborough School Defined Contribution Retirement Plan
  • VS-ST ind #2884

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 →

The Seven Hills School Retirement Plan in the asset neighbourhood

The Harker School 403(b) Tax-Deferred Annuity PlanThe Harker School 403(b) Tax…$60MThe Seven Hills School Retirement PlanThe Seven Hills School Retir…$60MMarlborough School Defined Contribution Retirement PlanMarlborough School Defined C…$60MCharlotte Latin Schools, Inc. Retirement Income PlanCharlotte Latin Schools, Inc…$60MBay Path University 403(b) Retirement PlanBay Path University 403(b) R…$59M
End-of-year total assets ($M) among The Seven Hills School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN310536666
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Seven Hills School)

Sponsor-wide plan assets over time

All The Seven Hills School plans reported in each filing year

Latest sponsor-wide plan assets
$65M 22.339649965092274% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $53.1M $64.9M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 188 $53M
2023 1 194 $60M
2024 1 203 $65M

Nearby Other Plans in Ohio

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

The Seven Hills School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Seven Hills School Retirement Plan, Total assets ($B): 0.059582647 · Participants: 194The Seven Hills School Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
The Seven Hills School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare The Seven Hills School Retirement Plan side-by-side with 3 peers →

The Seven Hills School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Marlborough School Defined Contribution Retirement Plan in CA ($60M); by covered participants it is American Academy of Dermatology 403b Plan in IL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Seven Hills School Retirement Plan assets move in 2023? ▼
The Seven Hills School Retirement Plan grew at a solid clip - up 12.3% during 2023, from $53M to $60M. Reported net income was $7M.
How have The Seven Hills School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Seven Hills School's sponsor-wide assets grew 22.3%, from $53M to $65M.
Where does The Seven Hills School Retirement Plan rank by assets among Form 5500 filers? ▼
The Seven Hills School Retirement 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 Seven Hills School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Marlborough School Defined Contribution Retirement Plan in CA ($60M, 133 participants).
Which Other plans cover a similar participant headcount to The Seven Hills School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Academy of Dermatology 403b Plan in IL (194 participants, $56M 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 310536666.

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.