Other · DOL Form 5500 · 2023

Haverford College Retirement Plan

Data updated 2026-08-11

$247M
Total assets: 600
Participants: 96th
Percentile by assets: $412,009
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$247M
total plan assets (2023 EOY): 600
covered participants: 96th
percentile by assets (of 127,072 plans): $412,009
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Educational Services

Haverford College Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Haverford College Defined Contribution Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Haverford College plans on file

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.

Haverford College Defined Contribution Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants

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

Compare Haverford College Defined Contribution R… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Haverford College Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Haverford College Defined Contribution Retirement Plan assets move in 2023? ▼

Haverford College Defined Contribution Retirement Plan grew at a solid clip - up 10.8% during 2023, from $223M to $247M. Reported net income was $24M.

How have Haverford College plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Haverford College's sponsor-wide assets grew 16.5%, from $223M to $260M.

Where does Haverford College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Haverford College Defined Contribution Retirement Plan ranks in the 96th 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 Haverford College Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is University of Portland Defined Contribution and Tax Deferred Annuity in OR ($247M, 811 participants).

Next read for Haverford College Defined Contribution R…

Scale reading

Ways to act on Haverford College Defined Contribution Retirement Plan's numbers.

By total assets, Haverford College 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 Pennsylvania. Compare plans
Haverford College's sponsor-wide assets have grown 16.5% 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 236002304.