Other · DOL Form 5500 · 2024
The Harker School Retirement Plan
Data updated 2026-08-11
- $68M
- Total assets
- 1,241
- Participants
- 87th
- Percentile by assets
- $54,918
- Avg per participant
Official DOL plan name: The Harker School 403(b) Tax Deferred Annuity Plan · Sponsored by The Harker School · California · Educational Services
$68M in assets, 1,241 participants
The Harker School's The Harker School 403(b) Tax Deferred Annuity Plan reported $68M in total assets and 1,241 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #2,815 in Educational Services (3,638 peers)
Where The Harker School 403(b) Tax Deferred Annuity Plan sits by assets
The Harker School 403(b) Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $68M for 1,241 participants (~$54,918/participant), up 14.0% in 2024.
- $68M
- total plan assets (2024 EOY)
- 1,241
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $54,918
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Harker School 403(b) Tax Deferred Annuity Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- The Harker School 403(b) Tax Deferred Annuity Plan reported participants rose from 1,077 in the plan year 2023 filing to 1,241 in the plan year 2024 filing.
- The Harker School 403(b) Tax Deferred Annuity Plan end-of-year assets rose from $60M in the plan year 2023 filing to $68M in the plan year 2024 filing.
The Harker School 403(b) Tax Deferred Annuity Plan vs the 2024 asset distribution
By assets, The Harker School 403(b) Tax Deferred Annuity Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | $8M |
| Employer EIN | 941613808 |
| Plan Effective Date | 1998-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Harker School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,415 | $108M |
| 2023 | 2 | 1,610 | $130M |
| 2024 | 2 | 1,797 | $141M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
The Harker School 403(b) Tax Deferred Annuity Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Harker School 403(b) Tax Deferred Annuity Plan by total assets, not by location.
- Plumbers & Pipefitters Local 760 Savings and Investment Plan (AL) $68M · 1,343
- St. Bernards School Employee Retirement Plan (NY) $68M · 109
- Ascension Healthcare Legacy ERISA 403(b) Plan (MO) $68M · 840
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) $68M · 1,200
Frequently Asked Questions
How did The Harker School 403(b) Tax Deferred Annuity Plan assets move in 2024? ▼
How have The Harker School plan assets changed over time? ▼
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Ways to act on The Harker School 403(b) Tax Deferred Annuity Plan's numbers.
- By total assets, The Harker School 403(b) Tax Deferred Annuity 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 California. Compare plans
- The Harker School's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Educational Services plans