Other · DOL Form 5500 · 2023
Harbor Day School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $194,040
- Avg per participant Above avg balance/head
Official DOL plan name: The Harbor Day School Defined Contribution Retirement Plan · Sponsored by Harbor Day School · California · Educational Services
$21M in assets, 110 participants
Harbor Day School's The Harbor Day School Defined Contribution Retirement Plan reported $21M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,127 in Educational Services (3,735 peers)
Coverage in California
The Harbor Day School Defined Contribution Retirement Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $21M.
- #2,127
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
The Harbor Day School Defined Contribution Retirement Plan's outsized position by total assets
The Harbor Day School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,344,361 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Harbor Day School Defined Contribution 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 Harbor Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Harbor Day School Defined Contribution Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Harbor Day School Defined Contribution Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 952285957 · Harbor Day School PY 2023 · Other
The Harbor Day School Defined Contribution Retirement Plan · $21M · 110 · 74th
- IND $21M
- IND 110
- IND 74th
- IND Other
- IND near 403(b) Thrift Plan of Yeshiva of North Jersey
- IND ind #2127
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 California →
The Harbor Day School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 952285957 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harbor Day School)
Sponsor-wide plan assets over time
All Harbor Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 22.024798838105706% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $19M |
| 2023 | 1 | 110 | $21M |
| 2024 | 1 | 103 | $23M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
The Harbor Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is 403(b) Thrift Plan of Yeshiva of North Jersey in NJ ($21M); by covered participants it is Sreb Retirement Plan in GA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Sreb Retirement Plan (GA) 110 · 0 off
- The New Foundations Retirement Plan (GA) 110 · 0 off
- St. Stephen's Episcopal School Retirement Plan (FL) 110 · 0 off
- Hospice of Southern Illinois, Inc. 403(b) Plan (IL) 110 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.