Other · DOL Form 5500 · 2024
The Haverford School Retirement Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 199
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $510,037
- Avg per participant High balance/head
Official DOL plan name: The Haverford School 403(b) Plan · Sponsored by The Haverford School · Pennsylvania · Educational Services
$101M in assets, 199 participants
The Haverford School's The Haverford School 403(b) Plan reported $101M in total assets and 199 participants in its 2024 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.
- #3,037 in Educational Services (3,638 peers)
Coverage in Pennsylvania
The Haverford School 403(b) Plan covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $101M.
- #3,037
- in Educational Services (3,638 peers)
- +12.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
The Haverford School 403(b) Plan's outsized position by total assets
The Haverford School 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$101,497,372 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Haverford School 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Haverford School 403(b) Plan sits mid-pack in the medium band (199 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Haverford School 403(b) Plan reported participants rose from 176 in the plan year 2023 filing to 199 in the plan year 2024 filing.
- The Haverford School 403(b) Plan end-of-year assets rose from $90M in the plan year 2023 filing to $101M in the plan year 2024 filing.
- The Haverford School 403(b) Plan reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231352646 · The Haverford School PY 2024 · Other
The Haverford School 403(b) Plan · $101M · 199 · 91st
- EBSA $101M
- PART 199
- TYPE 91st
- NET Other
- BOOK near Dominican University of California Defined Contribution Retirement Plan
- VS-ST ind #3037
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 Pennsylvania →
The Haverford School 403(b) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $101M |
| Net Income | $11M |
| Employer EIN | 231352646 |
| Plan Effective Date | 1927-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Haverford School)
Sponsor-wide plan assets over time
All The Haverford School plans reported in each filing year
- Latest sponsor-wide plan assets
- $101M 27.370948617379536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $80M |
| 2023 | 1 | 176 | $90M |
| 2024 | 1 | 199 | $101M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
The Haverford School 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Dominican University of California Defined Contribution Retirement Plan in CA ($102M); by covered participants it is Institute for Systems Biology Defined Contribution Retirement Plan in WA (199 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Dominican University of California Defined Contribution Retirement Plan (CA) $102M · 490
- Benaroya Research Institute at Virginia Mason 403(b) Retirement Plan (WA) $102M · 285
- Asian Health Services 403(b) Plan (CA) $101M · 645
- Frontier Science and Technology Research Foundation, Inc. Retirement Plan (NY) $102M · 252
Similar participant headcount
Nearest other-state filings by covered participants (199 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.