Other · DOL Form 5500 · 2023

Harpeth Hall School Retirement Plan

Data updated 2026-08-11

$45M
Total assets
172
Participants
84th
Percentile by assets
$261,447
Avg per participant
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Official DOL plan name: Harpeth Hall School Defined Contribution Retirement Plan · Sponsored by Harpeth Hall School · Tennessee · Educational Services

$45M in assets, 172 participants

Harpeth Hall School's Harpeth Hall School Defined Contribution Retirement Plan reported $45M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 127,072 plans)
  • #2,700 in Educational Services (3,735 peers)

Coverage in Tennessee

Harpeth Hall School Defined Contribution Retirement Plan covers 172 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $45M.

$45M
total plan assets (2023 EOY)
172
covered participants
84th
percentile by assets (of 127,072 plans)
$261,447
avg assets per participant

Where Harpeth Hall School Defined Contribution Retirement Plan sits by total assets

Harpeth Hall School Defined Contribution Retirement Plan vs every filed plan by assets

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

$44,968,800 Top 16% higher than 84% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harpeth Hall School Defined Contribution Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Harpeth Hall School Defined Contribution Retirement Plan end-of-year assets rose from $39M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Harpeth Hall School Defined Contribution Retirement Plan reported participants rose from 161 in the plan year 2022 filing to 172 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Tennessee
Industry
Educational Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Harpeth Hall School Defined Contribution Retirement Plan reports 172 participants - about 15% of that state average ($45M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN620501916
Plan Effective Date1967-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harpeth Hall School)

$-20M$0M$20M$40M$60M 202220232024 $38.8M $0M ▼ -100.0%
Total plan assets by year, all Harpeth Hall School plans on file
Year Plans Participants Total Assets
2022 1 161 $39M
2023 1 172 $45M
2024 1 162 N/A

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

Harpeth Hall School Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Harpeth Hall School …, Total assets ($B): 0.0449688 · Participants: 172Harpeth Hall School …Vanderbilt Universit…, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt Universit…Vanderbilt Universit…, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt Universit…St. Jude Children's …, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's …Ballad Health 403(b)…, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b)…Southeastern Carpent…, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpent…
Harpeth Hall School Defined Contribution Retirement Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare Harpeth Hall School Defined Contribution… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Harpeth Hall School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Harpeth Hall School Defined Contribution Retirement Plan assets move in 2023? ▼
Harpeth Hall School Defined Contribution Retirement Plan grew sharply - up 15.9% during 2023, from $39M to $45M. Reported net income was $6M.
Where does Harpeth Hall School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Harpeth Hall School Defined Contribution Retirement Plan ranks in the 84th 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 Harpeth Hall School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Unity Health Care, Inc. 403 (B) Plan in DC ($45M, 930 participants).

Next read for Harpeth Hall School Defined Contribution…

Filing takeaways

Ways to act on Harpeth Hall School Defined Contribution Retirement Plan's numbers.

  • By total assets, Harpeth Hall School Defined Contribution 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 Tennessee. Compare 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 620501916.

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.