Other · DOL Form 5500 · 2023

Hathaway Brown School Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
240
Participants Below avg headcount
85th
Percentile by assets National rank
$196,370
Avg per participant Above avg balance/head
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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.

  • #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.

#2,735
in Educational Services (3,735 peers)
+14.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Hathaway Brown School Retirement Plan's outsized position 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 $2,050,000,000 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 Hathaway Brown 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 Hathaway Brown School Retirement Plan sits mid-pack in the medium band (240 participants).

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 →

Published 5500 schedule card

Filing strip 340714426 · Hathaway Brown School PY 2023 · Other

The Hathaway Brown School Retirement Plan · $47M · 240 · 85th

  • 5500 $47M
  • 5500 240
  • 5500 85th
  • 5500 Other
  • 5500 near The International School of San Francisco DC Retirement Plan
  • 5500 ind #2735

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 Ohio →

The Hathaway Brown School Retirement Plan in the asset neighbourhood

Baycare Health System 403(b) ProgramBaycare Health System 403(b)…$47MPublic Policy Institute of Ca DC Retirement PlanPublic Policy Institute of C…$47MThe Hathaway Brown School Retirement PlanThe Hathaway Brown School Re…$47MThe International School of San Francisco DC Retirement PlanThe International School of …$47MCambridge College 403(b) Plan$47M
End-of-year total assets ($M) among The Hathaway Brown School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Hathaway Brown School plans reported in each filing year

Latest sponsor-wide plan assets
$52M 25.890763576043373% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.2M $51.8M ▲ +25.9%
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 ($B) Participants The Hathaway Brown School Retirement Plan, Total assets ($B): 0.04712882 · Participants: 240The Hathaway Brown School Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
The Hathaway Brown School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare The Hathaway Brown School Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is The International School of San Francisco DC Retirement Plan in CA ($47M); by covered participants it is Hospice of the East Bay 403(b) Retirement Plan in CA (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 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).
Which Other plans cover a similar participant headcount to The Hathaway Brown School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hospice of the East Bay 403(b) Retirement Plan in CA (240 participants, $12M 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 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.