Other · DOL Form 5500 · 2023

Harvard-Westlake School Retirement Plan

Data updated 2026-08-25

$198M
Total assets Near avg plan size: 346
Participants Below avg headcount: 95th
Percentile by assets National rank: $570,841
Avg per participant High balance/head

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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.

#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.

#3,409
in Educational Services (3,735 peers): +17.7%
assets growth YoY: 2.0×
vs typical plan assets (national mean)

Harvard-Westlake School Defined Contribution Retirement Plan's outsized position by total assets

Harvard-Westlake School Defined Contribution Retirement Plan vs every filed plan by assets

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

$197,511,077 Top 5% higher than 95% 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

Harvard-Westlake School Defined Contribution 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. Harvard-Westlake School Defined Contribution Retirement Plan sits mid-pack in the medium band (346 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

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 →

DOL schedule card

Filing strip 951644019 · Harvard-Westlake School PY 2023 · Other

Harvard-Westlake School Defined Contribution Retirement Plan · $198M · 346 · 95th

EBSA $198M
PART 346
TYPE 95th
NET Other
BOOK near American College of Cardiology DC Retirement Plan
VS-ST ind #3409

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 →

End-of-year total assets ($M) among Harvard-Westlake School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Latest sponsor-wide plan assets: $221M 31.581648707410675% vs 2022; 2024 filing year

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 Contribution Retirement Plan side-by-side with 3 peers →

Harvard-Westlake School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is American College of Cardiology DC Retirement Plan in DC ($198M); by covered participants it is 403(b) Thrift Plan of Gift of Life Michigan in MI (346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($198M here).

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

Similar participant headcount

Nearest other-state filings by covered participants (346 participants); asset peers above are excluded.

403(b) Thrift Plan of Gift of Life Michigan (MI) 346 · 0 off
Riverbend Community Mental Health, Inc. Tax Deferred Annuity Plan (NH) 347 · 1 off
Friendship Haven, Inc. Employees' Pension Plan (IA) 347 · 1 off
Misericordia University Tax-Deferred Annuity Retirement Plan (PA) 347 · 1 off

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 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).

Which Other plans cover a similar participant headcount to Harvard-Westlake School Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Gift of Life Michigan in MI (346 participants, $47M 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 951644019.