Other · DOL Form 5500 · 2023
The Haverford School Retirement Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 176
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $513,017
- Avg per participant High balance/head
Official DOL plan name: The Haverford School 403(b) Plan · Sponsored by The Haverford School · Pennsylvania · Educational Services
$90M in assets, 176 participants
The Haverford School's The Haverford School 403(b) Plan reported $90M in total assets and 176 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,117 in Educational Services (3,735 peers)
Coverage in Pennsylvania
The Haverford School 403(b) Plan covers 176 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $90M.
- #3,117
- in Educational Services (3,735 peers)
- +13.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Haverford School 403(b) Plan's outsized position by total assets
The Haverford School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$90,290,955 Top 9% higher than 91% 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
The Haverford School 403(b) 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 Haverford School 403(b) Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Haverford School 403(b) Plan reported net income rose from -$17M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Haverford School 403(b) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- The Haverford School 403(b) Plan reported participants fell from 188 in the plan year 2022 filing to 176 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231352646 · The Haverford School PY 2023 · Other
The Haverford School 403(b) Plan · $90M · 176 · 91st
- ASSETS $90M
- PCT 176
- EIN 91st
- RANK Other
- PHOTO near Albany College of Pharmacy and Health Sciences 403(b) Plan
- IND ind #3117
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 →
The Haverford School 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $11M |
| Employer EIN | 231352646 |
| Plan Effective Date | 1927-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Haverford School)
Sponsor-wide plan assets over time
All The Haverford School plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 27.370948617379536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $80M |
| 2023 | 1 | 176 | $90M |
| 2024 | 1 | 199 | $101M |
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
The Haverford School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY ($90M); by covered participants it is Covenant College Retirement Plan Defined Contribution in GA (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Covenant College Retirement Plan Defined Contribution (GA) 176 · 0 off
- Elsie Whitlow Stokes Community Freedom Public Charter School Defined Contribution Retirement Plan (DC) 176 · 0 off
- Retirement Plan for the Center for Hospice and Palliative Care, Inc. (IN) 176 · 0 off
- Ums-Wright Preparatory School 403(b) Plan (AL) 176 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.