Other · DOL Form 5500 · 2023

Hawken School Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
334
Participants Below avg headcount
84th
Percentile by assets National rank
$135,155
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hawken School Retirement Plan · Sponsored by Hawken School · Ohio · Educational Services

$45M in assets, 334 participants

Hawken School's Hawken School Retirement Plan reported $45M in total assets and 334 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.

  • #2,704 in Educational Services (3,735 peers)

Coverage in Ohio

Hawken School Retirement Plan covers 334 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

#2,704
in Educational Services (3,735 peers)
+5.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hawken School Retirement Plan's outsized position by total assets

Hawken School Retirement Plan vs every filed plan by assets

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

$45,141,895 Top 16% higher than 84% 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

Hawken 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. Hawken School Retirement Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawken School Retirement Plan reported net income fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hawken School Retirement Plan reported participants rose from 304 in the plan year 2022 filing to 334 in the plan year 2023 filing.
  • Hawken School Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340714427 · Hawken School PY 2023 · Other

Hawken School Retirement Plan · $45M · 334 · 84th

  • IND $45M
  • EOY 334
  • 5500 84th
  • ASSETS Other
  • PCT near Crystal Springs Uplands School Defined Contribution Retirement Plan
  • EIN ind #2704

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 →

Hawken School Retirement Plan in the asset neighbourhood

Hewitt School Defined Contribution Retirement PlanHewitt School Defined Contri…$45MHawken School Retirement Plan$45MCrystal Springs Uplands School Defined Contribution Retirement PlanCrystal Springs Uplands Scho…$45MSeneca Family of Agencies 403(b) Retirement PlanSeneca Family of Agencies 40…$45MSpecial People in Northeast, Inc. 403(b) PlanSpecial People in Northeast,…$45M
End-of-year total assets ($M) among Hawken School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$45M
Net Income$2M
Employer EIN340714427
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawken School)

Sponsor-wide plan assets over time

All Hawken School plans reported in each filing year

Latest sponsor-wide plan assets
$50M 16.259481501956273% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $49.7M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 304 $43M
2023 1 334 $45M
2024 1 333 $50M

Nearby Other Plans in Ohio

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

Hawken School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Hawken School Retirement Plan, Total assets ($B): 0.045141895 · Participants: 334Hawken 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
Hawken School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Hawken School Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Crystal Springs Uplands School Defined Contribution Retirement Plan in CA ($45M); by covered participants it is Sheet Metal Workers Local No.83 Annuity Fund in NY (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Hawken School Retirement Plan assets move in 2023? ▼
Hawken School Retirement Plan grew at a solid clip - up 5.7% during 2023, from $43M to $45M. Reported net income was $2M.
How have Hawken School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawken School's sponsor-wide assets grew 16.3%, from $43M to $50M.
Where does Hawken School Retirement Plan rank by assets among Form 5500 filers? ▼
Hawken School 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 Hawken School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Crystal Springs Uplands School Defined Contribution Retirement Plan in CA ($45M, 157 participants).
Which Other plans cover a similar participant headcount to Hawken School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sheet Metal Workers Local No.83 Annuity Fund in NY (334 participants, $38M 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 340714427.

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.