Other · DOL Form 5500 · 2023

Harvard-Westlake School Retirement Plan

Data updated 2026-08-11

$198M
Total assets: 346
Participants: 95th
Percentile by assets: $570,841
Avg per participant

Official DOL plan name: Harvard-Westlake School Defined Contribution Retirement Plan · Sponsored by Harvard-Westlake School · California · Educational Services

$198M in assets, 346 participants

Harvard-Westlake School's Harvard-Westlake School Defined Contribution Retirement Plan reported $198M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#3,409 in Educational Services (3,735 peers)

Where Harvard-Westlake School Defined Contribution Retirement Plan sits by assets

Harvard-Westlake School Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $198M for 346 participants (~$570,841/participant), up 17.7% in 2023.

$198M
total plan assets (2023 EOY): 346
covered participants: 95th
percentile by assets (of 127,072 plans): $570,841
avg assets per participant

Harvard-Westlake School Defined Contribution Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
Harvard-Westlake School Defined Contribution Retirement Plan end-of-year assets rose from $168M in the plan year 2022 filing to $198M in the plan year 2023 filing.
Harvard-Westlake School Defined Contribution Retirement Plan reported participants fell from 355 in the plan year 2022 filing to 346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Educational Services

Harvard-Westlake School Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Harvard-Westlake School Defined Contribution Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$168M
Net Assets (End of Year)	$198M
Net Income	$30M
Employer EIN	951644019
Plan Effective Date	1975-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Harvard-Westlake School)

Total plan assets by year, all Harvard-Westlake School plans on file

Year	Plans	Participants	Total Assets
2022	1	355	$168M
2023	1	346	$198M
2024	1	365	$221M

Nearby Other Plans in California

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

Harvard-Westlake School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Compare Harvard-Westlake School Defined Contribu… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

American College of Cardiology DC Retirement Plan (DC) $198M · 487
Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan (MA) $198M · 1,839
Save the Children Federation, Inc. Retirement Savings Plan (CT) $198M · 1,523
Brookdale Hospital Medical Center 403(b) Plan (NY) $198M · 2,001

Frequently Asked Questions

How did Harvard-Westlake School Defined Contribution Retirement Plan assets move in 2023? ▼

Harvard-Westlake School Defined Contribution Retirement Plan grew sharply - up 17.7% during 2023, from $168M to $198M. Reported net income was $30M.

How have Harvard-Westlake School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Harvard-Westlake School's sponsor-wide assets grew 31.6%, from $168M to $221M.

Where does Harvard-Westlake School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Harvard-Westlake School Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Harvard-Westlake School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is American College of Cardiology DC Retirement Plan in DC ($198M, 487 participants).

Next read for Harvard-Westlake School Defined Contribu…

Scale reading

Ways to act on Harvard-Westlake School Defined Contribution Retirement Plan's numbers.

By total assets, Harvard-Westlake School Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in California. Compare plans
Harvard-Westlake School's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Educational Services plans

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 951644019.