Other · DOL Form 5500 · 2024
Hathaway Brown School Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 259
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $200,098
- Avg per participant Above avg balance/head
Official DOL plan name: The Hathaway Brown School Retirement Plan · Sponsored by Hathaway Brown School · Ohio · Educational Services
$52M in assets, 259 participants
Hathaway Brown School's The Hathaway Brown School Retirement Plan reported $52M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,647 in Educational Services (3,638 peers)
Coverage in Ohio
The Hathaway Brown School Retirement Plan covers 259 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $52M.
- #2,647
- in Educational Services (3,638 peers)
- +10.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Hathaway Brown School Retirement Plan's outsized position by total assets
The Hathaway Brown School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,825,360 Top 15% higher than 85% 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 Hathaway Brown School 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. The Hathaway Brown School Retirement Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Hathaway Brown School Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Hathaway Brown School Retirement Plan end-of-year assets rose from $47M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- The Hathaway Brown School Retirement Plan reported participants rose from 240 in the plan year 2023 filing to 259 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714426 · Hathaway Brown School PY 2024 · Other
The Hathaway Brown School Retirement Plan · $52M · 259 · 85th
- PHOTO $52M
- PHOTO 259
- PHOTO 85th
- PHOTO Other
- PHOTO near 403(b) Thrift Plan for Employees of the Science Museum of Minnesota
- PHOTO ind #2647
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 Ohio →
The Hathaway Brown School Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $5M |
| Employer EIN | 340714426 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hathaway Brown School)
Sponsor-wide plan assets over time
All Hathaway Brown School plans reported in each filing year
- Latest sponsor-wide plan assets
- $52M 25.890763576043373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 259 | $41M |
| 2023 | 1 | 240 | $47M |
| 2024 | 1 | 259 | $52M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
The Hathaway Brown School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Science Museum of Minnesota in MN ($52M); by covered participants it is Caring Health Center, Inc. Matched Retirement Savings Plan in MA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- 403(b) Thrift Plan for Employees of the Science Museum of Minnesota (MN) $52M · 178
- Morristown-Beard School Defined Contribution Retirement Plan (NJ) $52M · 226
- The Town School Defined Contribution Retirement Plan (NY) $52M · 126
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) $52M · 212
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- Caring Health Center, Inc. Matched Retirement Savings Plan (MA) 259 · 0 off
- Western North Carolina Community Health Services 403(b) Retirement Plan (NC) 259 · 0 off
- 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. (IL) 259 · 0 off
- Calumet College of Saint Joseph 403(b) DC Plan (IN) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.