Other · DOL Form 5500 · 2024
Haverford College Retirement Plan
Data updated 2026-08-25
- $260M
- Total assets Near avg plan size
- 1,100
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $236,380
- Avg per participant Above avg balance/head
Official DOL plan name: Haverford College Defined Contribution Retirement Plan · Sponsored by Haverford College · Pennsylvania · Educational Services
$260M in assets, 1,100 participants
Haverford College's Haverford College Defined Contribution Retirement Plan reported $260M in total assets and 1,100 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.
- #3,361 in Educational Services (3,638 peers)
Where Haverford College Defined Contribution Retirement Plan sits by assets
Haverford College Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $260M for 1,100 participants (~$236,380/participant), up 5.2% in 2024.
- #3,361
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Haverford College Defined Contribution Retirement Plan's outsized position by total assets
Haverford College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$260,017,474 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
Haverford College Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Haverford College Defined Contribution Retirement Plan lands in the large band (1,100 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Haverford College Defined Contribution Retirement Plan reported participants rose from 600 in the plan year 2023 filing to 1,100 in the plan year 2024 filing.
- Haverford College Defined Contribution Retirement Plan reported net income fell from $24M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Haverford College Defined Contribution Retirement Plan end-of-year assets rose from $247M in the plan year 2023 filing to $260M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 236002304 · Haverford College PY 2024 · Other
Haverford College Defined Contribution Retirement Plan · $260M · 1,100 · 95th
- RANK $260M
- PHOTO 1,100
- IND 95th
- EOY Other
- 5500 near American Institutes for Research Retirement Plan
- ASSETS ind #3361
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 →
Haverford College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $260M |
| Net Income | $13M |
| Employer EIN | 236002304 |
| Plan Effective Date | 1931-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Haverford College)
Sponsor-wide plan assets over time
All Haverford College plans reported in each filing year
- Latest sponsor-wide plan assets
- $260M 16.54814427303337% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 366 | $223M |
| 2023 | 1 | 600 | $247M |
| 2024 | 1 | 1,100 | $260M |
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
Haverford College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is American Institutes for Research Retirement Plan in VA ($260M); by covered participants it is Mountain Area Health Education Center, Inc. Retirement Plan in NC (1,099 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($260M here).
- American Institutes for Research Retirement Plan (VA) $260M · 855
- Morehouse School of Medicine 403(b) Plan (GA) $260M · 1,471
- Brookings Savings and Retirement Plan (DC) $260M · 512
- The Dalton Schools, Inc. Retirement and Savings Plan (NY) $261M · 374
Similar participant headcount
Nearest other-state filings by covered participants (1,100 participants); asset peers above are excluded.
- Mountain Area Health Education Center, Inc. Retirement Plan (NC) 1,099 · 1 off
- 403(b) Thrift Plan of Goodwill Industries of Southwest Florida, Inc. (FL) 1,101 · 1 off
- Texas Scottish Rite Hospital for Children 401(a) Plan (TX) 1,098 · 2 off
- Frontier Health Tax Deferred Annuity Plan (TN) 1,102 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.