Other · DOL Form 5500 · 2023
The Hamlin School Retirement Plan
Data updated 2026-08-11
- $36M
- Total assets
- 109
- Participants
- 82nd
- Percentile by assets
- $334,018
- Avg per participant
Official DOL plan name: The Hamlin School Retirement Plan · Sponsored by The Hamlin School · California · Educational Services
$36M in assets, 109 participants
The Hamlin School's The Hamlin School Retirement Plan reported $36M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 127,072 plans)
- #2,537 in Educational Services (3,735 peers)
Coverage in California
The Hamlin School Retirement Plan covers 109 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $36M.
- $36M
- total plan assets (2023 EOY)
- 109
- covered participants
- 82nd
- percentile by assets (of 127,072 plans)
- $334,018
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Hamlin School Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Hamlin School Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- The Hamlin School Retirement Plan reported participants rose from 105 in the plan year 2022 filing to 109 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Hamlin School Retirement Plan reports 109 participants - about 17% of that state average ($36M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 941393894 |
| Plan Effective Date | 1965-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hamlin School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $31M |
| 2023 | 1 | 109 | $36M |
| 2024 | 1 | 118 | $37M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
The Hamlin School 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Hamlin School Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did The Hamlin School Retirement Plan assets move in 2023? ▼
How have The Hamlin School plan assets changed over time? ▼
Where does The Hamlin School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Hamlin School Retirement Plan? ▼
Next read for The Hamlin School Retirement Plan
Filing takeaways
Ways to act on The Hamlin School Retirement Plan's numbers.
- By total assets, The Hamlin School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Hamlin School's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Educational Services plans