Other · DOL Form 5500 · 2024
The Harker School Retirement Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 1,241
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $54,918
- Avg per participant Low balance/head
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.
- #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.
- #2,815
- in Educational Services (3,638 peers)
- +14.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Harker School 403(b) Tax Deferred Annuity Plan's outsized position by total assets
The Harker School 403(b) Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$68,153,802 Top 13% higher than 87% 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 Harker School 403(b) Tax Deferred Annuity 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. The Harker School 403(b) Tax Deferred Annuity Plan lands in the large band (1,241 participants).
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.
DOL schedule card
Filing strip 941613808 · The Harker School PY 2024 · Other
The Harker School 403(b) Tax Deferred Annuity Plan · $68M · 1,241 · 87th
- EIN $68M
- EIN 1,241
- EIN 87th
- EIN Other
- EIN near Plumbers & Pipefitters Local 760 Savings and Investment Plan
- EIN ind #2815
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 →
The Harker School 403(b) Tax Deferred Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Harker School plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 31.252345418887533% vs 2022
- 2024 filing year
| 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.
- 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
The Harker School 403(b) Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Plumbers & Pipefitters Local 760 Savings and Investment Plan in AL ($68M); by covered participants it is Babson College Retirement Plan in MA (1,240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,241 participants); asset peers above are excluded.
- Babson College Retirement Plan (MA) 1,240 · 1 off
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) 1,239 · 2 off
- Colorado Christian University 403(b) Retirement Plan (CO) 1,236 · 5 off
- Hospital for Special Care 403(b) Retirement Plan (CT) 1,235 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.