Other · DOL Form 5500 · 2024

Harbor Day School Retirement Plan

Data updated 2026-08-11

$23M
Total assets
103
Participants
73rd
Percentile by assets
$227,811
Avg per participant
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Official DOL plan name: The Harbor Day School Defined Contribution Retirement Plan · Sponsored by Harbor Day School · California · Educational Services

$23M in assets, 103 participants

Harbor Day School's The Harbor Day School Defined Contribution Retirement Plan reported $23M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #2,063 in Educational Services (3,638 peers)

Coverage in California

The Harbor Day School Defined Contribution Retirement Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $23M.

$23M
total plan assets (2024 EOY)
103
covered participants
73rd
percentile by assets (of 123,622 plans)
$227,811
avg assets per participant

Where The Harbor Day School Defined Contribution Retirement Plan sits by total assets

The Harbor Day School Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$23,464,500 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Harbor Day School Defined Contribution Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Harbor Day School Defined Contribution Retirement Plan reported participants fell from 110 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Educational Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Harbor Day School Defined Contribution Retirement Plan reports 103 participants - about 16% of that state average ($23M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN952285957
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harbor Day School)

$18M$20M$22M$24M 202220232024 $19.2M $23.5M ▲ +22.0%
Total plan assets by year, all Harbor Day School plans on file
Year Plans Participants Total Assets
2022 1 109 $19M
2023 1 110 $21M
2024 1 103 $23M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The Harbor Day School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Harbor Day Schoo…, Total assets ($B): 0.0234645 · Participants: 103The Harbor Day Schoo…Stanford Contributor…, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributor…Sutter Health 403(b)…, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b)…Stanford Health Care…, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care…Caltech Base Retirem…, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirem…University of Southe…, Total assets ($B): 4.81831751 · Participants: 20886University of Southe…
The Harbor Day School Defined Contribution Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Harbor Day School Defined Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Harbor Day School Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Harbor Day School Defined Contribution Retirement Plan assets move in 2024? ▼
The Harbor Day School Defined Contribution Retirement Plan grew at a solid clip - up 9.9% during 2024, from $21M to $23M. Reported net income was $2M.
How have Harbor Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Day School's sponsor-wide assets grew 22.0%, from $19M to $23M.
Which Other plans are similar in size to The Harbor Day School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Life Enriching Communities 403b Plan in OH ($23M, 1,790 participants).

Next read for The Harbor Day School Defined Contributi…

Filing takeaways

Ways to act on The Harbor Day School Defined Contribution Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952285957.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.