Other · DOL Form 5500 · 2023

Hathaway Brown School Retirement Plan

Data updated 2026-08-11

$47M
Total assets
240
Participants
85th
Percentile by assets
$196,370
Avg per participant
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Official DOL plan name: The Hathaway Brown School Retirement Plan · Sponsored by Hathaway Brown School · Ohio · Educational Services

$47M in assets, 240 participants

Hathaway Brown School's The Hathaway Brown School Retirement Plan reported $47M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 127,072 plans)
  • #2,735 in Educational Services (3,735 peers)

Coverage in Ohio

The Hathaway Brown School Retirement Plan covers 240 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $47M.

$47M
total plan assets (2023 EOY)
240
covered participants
85th
percentile by assets (of 127,072 plans)
$196,370
avg assets per participant

Where The Hathaway Brown School Retirement Plan sits by total assets

The Hathaway Brown School Retirement Plan vs every filed plan by assets

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

$47,128,820 Top 15% higher than 85% 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

  • The Hathaway Brown School Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Hathaway Brown School Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • The Hathaway Brown School Retirement Plan reported participants fell from 259 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Educational Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. The Hathaway Brown School Retirement Plan reports 240 participants - about 31% of that state average ($47M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$47M
Net Income$6M
Employer EIN340714426
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hathaway Brown School)

$40M$45M$50M$55M 202220232024 $41.2M $51.8M ▲ +25.9%
Total plan assets by year, all Hathaway Brown School plans on file
Year Plans Participants Total Assets
2022 1 259 $41M
2023 1 240 $47M
2024 1 259 $52M

Nearby Other Plans in Ohio

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

The Hathaway Brown School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants The Hathaway Brown S…, Total assets ($B): 0.04712882 · Participants: 240The Hathaway Brown S…Cleveland Clinic Sav…, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Sav…Ohiohealth Retiremen…, Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retiremen…University Hospitals…, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals…Faculty and Key Admi…, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Admi…Children's Hospital …, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital …
The Hathaway Brown School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare The Hathaway Brown School Retirement Pla… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Hathaway Brown School Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Hathaway Brown School Retirement Plan assets move in 2023? ▼
The Hathaway Brown School Retirement Plan grew at a solid clip - up 14.5% during 2023, from $41M to $47M. Reported net income was $6M.
How have Hathaway Brown School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hathaway Brown School's sponsor-wide assets grew 25.9%, from $41M to $52M.
Where does The Hathaway Brown School Retirement Plan rank by assets among Form 5500 filers? ▼
The Hathaway Brown School Retirement Plan ranks in the 85th 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 Hathaway Brown School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The International School of San Francisco DC Retirement Plan in CA ($47M, 138 participants).

Next read for The Hathaway Brown School Retirement Pla…

Filing takeaways

Ways to act on The Hathaway Brown School Retirement Plan's numbers.

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 340714426.

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.