Other · DOL Form 5500 · 2023

The Hamlin School Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
109
Participants Small participant base
82nd
Percentile by assets National rank
$334,018
Avg per participant High balance/head
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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.

  • #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.

#2,537
in Educational Services (3,735 peers)
+18.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Hamlin School Retirement Plan's outsized position by total assets

The Hamlin School Retirement Plan vs every filed plan by assets

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

$36,408,008 Top 18% higher than 82% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Hamlin School 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. The Hamlin School Retirement Plan sits mid-pack in the medium band (109 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941393894 · The Hamlin School PY 2023 · Other

The Hamlin School Retirement Plan · $36M · 109 · 82nd

  • IND $36M
  • IND 109
  • IND 82nd
  • IND Other
  • IND near Lake Highland Preparatory School 403(b) Plan
  • IND ind #2537

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 →

The Hamlin School Retirement Plan in the asset neighbourhood

Campaign for Tobacco-Free Kids 403(b) PlanCampaign for Tobacco-Free Ki…$36MAlliant Health Solutions, Inc. 403(b) PlanAlliant Health Solutions, In…$36MThe Hamlin School Retirement PlanThe Hamlin School Retirement…$36MLake Highland Preparatory School 403(b) PlanLake Highland Preparatory Sc…$36MGreat Plains Health Alliance Tax Deferred Annuity PlanGreat Plains Health Alliance…$36M
End-of-year total assets ($M) among The Hamlin School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN941393894
Plan Effective Date1965-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hamlin School)

Sponsor-wide plan assets over time

All The Hamlin School plans reported in each filing year

Latest sponsor-wide plan assets
$37M 21.145591613008357% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.8M $37.3M ▲ +21.1%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Hamlin School Retirement Plan, Total assets ($B): 0.036408008 · Participants: 109The Hamlin School Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Hamlin School Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Hamlin School Retirement Plan side-by-side with 3 peers →

The Hamlin School Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Lake Highland Preparatory School 403(b) Plan in FL ($36M); by covered participants it is The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in MA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

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 The Hamlin School Retirement Plan assets move in 2023? ▼
The Hamlin School Retirement Plan grew sharply - up 18.4% during 2023, from $31M to $36M. Reported net income was $6M.
How have The Hamlin School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hamlin School's sponsor-wide assets grew 21.1%, from $31M to $37M.
Where does The Hamlin School Retirement Plan rank by assets among Form 5500 filers? ▼
The Hamlin School Retirement Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Hamlin School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lake Highland Preparatory School 403(b) Plan in FL ($36M, 384 participants).
Which Other plans cover a similar participant headcount to The Hamlin School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in MA (109 participants, $51M 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 941393894.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.