Other · DOL Form 5500 · 2023
Haverford College Retirement Plan
Data updated 2026-08-25
- $247M
- Total assets Near avg plan size
- 600
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $412,009
- Avg per participant High balance/head
Official DOL plan name: Haverford College Defined Contribution Retirement Plan · Sponsored by Haverford College · Pennsylvania · Educational Services
$247M in assets, 600 participants
Haverford College's Haverford College Defined Contribution Retirement Plan reported $247M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,469 in Educational Services (3,735 peers)
Where Haverford College Defined Contribution Retirement Plan sits by assets
Haverford College Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $247M for 600 participants (~$412,009/participant), up 10.8% in 2023.
- #3,469
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Haverford College Defined Contribution Retirement Plan's outsized position by total assets
Haverford College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$247,205,224 Top 4% higher than 96% 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
Haverford College 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. Haverford College Defined Contribution Retirement Plan sits mid-pack in the medium band (600 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Haverford College Defined Contribution Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Haverford College Defined Contribution Retirement Plan reported participants rose from 366 in the plan year 2022 filing to 600 in the plan year 2023 filing.
- Haverford College Defined Contribution Retirement Plan end-of-year assets rose from $223M in the plan year 2022 filing to $247M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 236002304 · Haverford College PY 2023 · Other
Haverford College Defined Contribution Retirement Plan · $247M · 600 · 96th
- 5500 $247M
- 5500 600
- 5500 96th
- 5500 Other
- 5500 near University of Portland Defined Contribution and Tax Deferred Annuity
- 5500 ind #3469
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 Pennsylvania →
Haverford College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $247M |
| Net Income | $24M |
| Employer EIN | 236002304 |
| Plan Effective Date | 1931-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haverford College)
Sponsor-wide plan assets over time
All Haverford College plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 16.54814427303337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $223M |
| 2023 | 1 | 600 | $247M |
| 2024 | 1 | 1,100 | $260M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
Haverford College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is University of Portland Defined Contribution and Tax Deferred Annuity in OR ($247M); by covered participants it is Curry College Defined Contribution Retirement Plan in MA (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($247M here).
- University of Portland Defined Contribution and Tax Deferred Annuity (OR) $247M · 811
- University Health 403(b) Plan (MO) $247M · 4,269
- Brown Physicians, Inc. 403(b) Plan (RI) $248M · 1,271
- Canisius University Retirement Plan for Faculty and Staff (NY) $246M · 636
Similar participant headcount
Nearest other-state filings by covered participants (600 participants); asset peers above are excluded.
- Curry College Defined Contribution Retirement Plan (MA) 600 · 0 off
- Covenant Care Retirement Savings Plan (FL) 600 · 0 off
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) 600 · 0 off
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan (CA) 600 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.