Other · DOL Form 5500 · 2024
Harbor Day School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $227,811
- Avg per participant Above avg balance/head
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.
- #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.
- #2,063
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
The Harbor Day School Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Harbor Day School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Harbor Day School Defined Contribution Retirement Plan sits mid-pack in the medium band (103 participants).
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.
DOL schedule card
Filing strip 952285957 · Harbor Day School PY 2024 · Other
The Harbor Day School Defined Contribution Retirement Plan · $23M · 103 · 73rd
- VS-ST $23M
- BOY 103
- SCH 73rd
- EBSA Other
- PART near Life Enriching Communities 403b Plan
- TYPE ind #2063
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 Harbor Day School Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 952285957 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harbor Day School)
Sponsor-wide plan assets over time
All Harbor Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 22.024798838105706% vs 2022
- 2024 filing year
| 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.
- 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 Harbor Day School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Life Enriching Communities 403b Plan in OH ($23M); by covered participants it is The Arc of Orleans County Retirement Plan in NY (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- The Arc of Orleans County Retirement Plan (NY) 103 · 0 off
- The Emery Weiner School Tax 403(b) Plan (TX) 103 · 0 off
- USA Lacrosse 403(b) Retirement Plan (MD) 103 · 0 off
- Radiological Society of North America Tax-Deferred Annuity (Tda) Plan (IL) 103 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.