Other · DOL Form 5500 · 2023

Hockaday School Inc. Retirement Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
260
Participants Below avg headcount
91st
Percentile by assets National rank
$369,678
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hockaday School Defined Contribution Plan · Sponsored by Hockaday School Inc. · Texas · Educational Services

$96M in assets, 260 participants

Hockaday School Inc.'s Hockaday School Defined Contribution Plan reported $96M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,147 in Educational Services (3,735 peers)

Coverage in Texas

Hockaday School Defined Contribution Plan covers 260 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $96M.

#3,147
in Educational Services (3,735 peers)
+10.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Hockaday School Defined Contribution Plan's outsized position by total assets

Hockaday School Defined Contribution Plan vs every filed plan by assets

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

$96,116,232 Top 9% higher than 91% 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

Hockaday School Defined Contribution 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. Hockaday School Defined Contribution Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hockaday School Defined Contribution Plan reported net income rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hockaday School Defined Contribution Plan end-of-year assets rose from $87M in the plan year 2022 filing to $96M in the plan year 2023 filing.
  • Hockaday School Defined Contribution Plan reported participants rose from 245 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 750800650 · Hockaday School Inc. PY 2023 · Other

Hockaday School Defined Contribution Plan · $96M · 260 · 91st

  • RANK $96M
  • RANK 260
  • RANK 91st
  • RANK Other
  • RANK near Wofford College Defined Contribution Retirement Plan
  • RANK ind #3147

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 Texas →

Hockaday School Defined Contribution Plan in the asset neighbourhood

The Chapin School Retirement and Savings PlanThe Chapin School Retirement…$97MWofford College Defined Contribution Retirement PlanWofford College Defined Cont…$96MHockaday School Defined Contribution PlanHockaday School Defined Cont…$96MIBEW Local 575 Pension Fund$96MWashington College Defined Contribution Retirement PlanWashington College Defined C…$96M
End-of-year total assets ($M) among Hockaday School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$96M
Net Income$9M
Employer EIN750800650
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hockaday School Inc.)

Sponsor-wide plan assets over time

All Hockaday School Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 23.085624998104436% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $86.7M $107M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 245 $87M
2023 1 260 $96M
2024 1 258 $107M

Nearby Other Plans in Texas

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

Hockaday School Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Hockaday School Defined Contribution Plan, Total assets ($B): 0.096116232 · Participants: 260Hockaday School Defined Contribution PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Hockaday School Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Hockaday School Defined Contribution Plan side-by-side with 3 peers →

Hockaday School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Wofford College Defined Contribution Retirement Plan in SC ($96M); by covered participants it is Mount Paran Christian School 403(b) Plan in GA (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Hockaday School Defined Contribution Plan assets move in 2023? ▼
Hockaday School Defined Contribution Plan grew at a solid clip - up 10.8% during 2023, from $87M to $96M. Reported net income was $9M.
How have Hockaday School Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hockaday School Inc.'s sponsor-wide assets grew 23.1%, from $87M to $107M.
Where does Hockaday School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Hockaday School Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hockaday School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Wofford College Defined Contribution Retirement Plan in SC ($96M, 455 participants).
Which Other plans cover a similar participant headcount to Hockaday School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Mount Paran Christian School 403(b) Plan in GA (260 participants, $13M 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 750800650.

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.