Other · DOL Form 5500 · 2023

Hawken School Retirement Plan

Data updated 2026-08-11

$45M
Total assets
334
Participants
84th
Percentile by assets
$135,155
Avg per participant
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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.

  • 84th percentile by assets (of 127,072 plans)
  • #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.

$45M
total plan assets (2023 EOY)
334
covered participants
84th
percentile by assets (of 127,072 plans)
$135,155
avg assets per participant

Where Hawken School Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

State

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Hawken School Retirement Plan reports 334 participants - about 44% of that state average ($45M EOY assets).

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)

$40M$45M$50M$55M 202220232024 $42.7M $49.7M ▲ +16.3%
Total plan assets by year, all Hawken School plans on file
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

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 Retire…Cleveland Clinic Sav…Ohiohealth Retiremen…University Hospitals…Faculty and Key Admi…Children's Hospital …
Hawken School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants

Similar-Sized Other Plans Nationally

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

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).

Next read for Hawken School Retirement Plan

Filing takeaways

Ways to act on Hawken School Retirement Plan's numbers.