Other · DOL Form 5500 · 2024
Hathaway Brown School Retirement Plan
Data updated 2026-08-11
- $52M
- Total assets
- 259
- Participants
- 85th
- Percentile by assets
- $200,098
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $52M
- total plan assets (2024 EOY)
- 259
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $200,098
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Hathaway Brown School Retirement Plan reports 259 participants - about 34% of that state average ($52M EOY assets).
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)
| 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.
The Hathaway Brown School Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Hathaway Brown School Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Hathaway Brown School Retirement Plan assets move in 2024? ▼
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Where does The Hathaway Brown School Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The Hathaway Brown School Retirement Plan's numbers.
- By total assets, The Hathaway Brown School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Hathaway Brown School's sponsor-wide assets have grown 25.9% since 2022 across 3 plan years on file. More Educational Services plans