Other · DOL Form 5500 · 2024
Harvard-Westlake School Retirement Plan
Data updated 2026-08-25
- $221M
- Total assets Near avg plan size
- 365
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $604,929
- Avg per participant High balance/head
Official DOL plan name: Harvard-Westlake School Defined Contribution Retirement Plan · Sponsored by Harvard-Westlake School · California · Educational Services
$221M in assets, 365 participants
Harvard-Westlake School's Harvard-Westlake School Defined Contribution Retirement Plan reported $221M in total assets and 365 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,311 in Educational Services (3,638 peers)
Where Harvard-Westlake School Defined Contribution Retirement Plan sits by assets
Harvard-Westlake School Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $221M for 365 participants (~$604,929/participant), up 11.8% in 2024.
- #3,311
- in Educational Services (3,638 peers)
- +11.8%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Harvard-Westlake School Defined Contribution Retirement Plan's outsized position by total assets
Harvard-Westlake School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$220,798,904 Top 5% higher than 95% 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
Harvard-Westlake School Defined Contribution Retirement 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. Harvard-Westlake School Defined Contribution Retirement Plan sits mid-pack in the medium band (365 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harvard-Westlake School Defined Contribution Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Harvard-Westlake School Defined Contribution Retirement Plan end-of-year assets rose from $198M in the plan year 2023 filing to $221M in the plan year 2024 filing.
- Harvard-Westlake School Defined Contribution Retirement Plan reported participants rose from 346 in the plan year 2023 filing to 365 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951644019 · Harvard-Westlake School PY 2024 · Other
Harvard-Westlake School Defined Contribution Retirement Plan · $221M · 365 · 95th
- IND $221M
- IND 365
- IND 95th
- IND Other
- IND near Le Moyne College 403(b) Plan
- IND ind #3311
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 →
Harvard-Westlake School Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $198M |
|---|---|
| Net Assets (End of Year) | $221M |
| Net Income | $23M |
| Employer EIN | 951644019 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard-Westlake School)
Sponsor-wide plan assets over time
All Harvard-Westlake School plans reported in each filing year
- Latest sponsor-wide plan assets
- $221M 31.581648707410675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 355 | $168M |
| 2023 | 1 | 346 | $198M |
| 2024 | 1 | 365 | $221M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Harvard-Westlake School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Le Moyne College 403(b) Plan in NY ($223M); by covered participants it is Brian's House 403(b) Plan in PA (365 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($221M here).
- Le Moyne College 403(b) Plan (NY) $223M · 1,023
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan (CT) $223M · 339
- Uva Community Health Retirement Plan (VA) $219M · 2,975
- Wentworth Institute of Technology 403(b) Plan (MA) $223M · 930
Similar participant headcount
Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.
- Brian's House 403(b) Plan (PA) 365 · 0 off
- Clarion Hospital 403(b) Plan (PA) 365 · 0 off
- Judson Non-Union 403(b) Plan (OH) 365 · 0 off
- The Benjamin School Defined Contribution Plan (FL) 365 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.