Other · DOL Form 5500 · 2024

Hillbrook School Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
89
Participants Small participant base
70th
Percentile by assets National rank
$219,459
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hillbrook School Defined Contribution Retirement Plan · Sponsored by Hillbrook School · California · Educational Services

$20M in assets, 89 participants

Hillbrook School's Hillbrook School Defined Contribution Retirement Plan reported $20M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #1,919 in Educational Services (3,638 peers)

Hillbrook School multi-year trail

Hillbrook School's plans moved +34.4% in assets from 2022 to 2024; this filing shows Hillbrook School Defined Contribution Retirement Plan at $20M / 89 participants.

#1,919
in Educational Services (3,638 peers)
+13.3%
assets growth YoY

Hillbrook School Defined Contribution Retirement Plan's outsized position by total assets

Hillbrook School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,531,824 Top 30% higher than 70% of 123,620 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 2024

Hillbrook School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hillbrook School Defined Contribution Retirement Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hillbrook School Defined Contribution Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Hillbrook School Defined Contribution Retirement Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Hillbrook School Defined Contribution Retirement Plan reported participants rose from 85 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 940382325 · Hillbrook School PY 2024 · Other

Hillbrook School Defined Contribution Retirement Plan · $20M · 89 · 70th

  • SCH $20M
  • EBSA 89
  • PART 70th
  • TYPE Other
  • NET near Ohio County Hospital Tax Deferred Annuity Retirement Plan
  • BOOK ind #1919

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 →

Hillbrook School Defined Contribution Retirement Plan in the asset neighbourhood

403(b) Thrift Plan of Family Service League, Inc.403(b) Thrift Plan of Family…$20MThe Door-a Center of Alternatives, Inc. Defined Contribution Retirement PlanThe Door-a Center of Alterna…$20MHillbrook School Defined Contribution Retirement PlanHillbrook School Defined Con…$20MOhio County Hospital Tax Deferred Annuity Retirement PlanOhio County Hospital Tax Def…$20MAtlanta Legal Aid Society 403(b) Plan (Fka Atlanta Legal Aid, Inc Tax Sheltered Annuity)Atlanta Legal Aid Society 40…$20M
End-of-year total assets ($M) among Hillbrook School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Hillbrook School multi-year asset trail

Sponsor-wide plan assets over time

All Hillbrook School plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.43519056593995% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.5M $19.5M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 74 $15M
2023 1 85 $17M
2024 1 89 $20M

Hillbrook School filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN940382325
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in California

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

Hillbrook School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hillbrook School Defined Contribution Retirement Plan, Total assets ($B): 0.019531824 · Participants: 89Hillbrook School Defined Contribution Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Hillbrook School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Ohio County Hospital Tax Deferred Annuity Retirement Plan in KY ($20M); by covered participants it is The Alfred & Adele Davis Academy, Inc. DC Plan in GA (89 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hillbrook School Defined Contribution Retirement Plan assets move in 2024?
Hillbrook School Defined Contribution Retirement Plan grew at a solid clip - up 13.3% during 2024, from $17M to $20M. Reported net income was $2M.
How have Hillbrook School plan assets changed over time?
Across 3 plan years on file (2022-2024), Hillbrook School's sponsor-wide assets grew 34.4%, from $15M to $20M.
Which Other plans are similar in size to Hillbrook School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Ohio County Hospital Tax Deferred Annuity Retirement Plan in KY ($20M, 637 participants).
Which Other plans cover a similar participant headcount to Hillbrook School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is The Alfred & Adele Davis Academy, Inc. DC Plan in GA (89 participants, $19M in assets).