Other · DOL Form 5500 · 2024
Hawken School Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 333
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $149,094
- Avg per participant Above avg balance/head
Official DOL plan name: Hawken School Retirement Plan · Sponsored by Hawken School · Ohio · Educational Services
$50M in assets, 333 participants
Hawken School's Hawken School Retirement Plan reported $50M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,621 in Educational Services (3,638 peers)
Coverage in Ohio
Hawken School Retirement Plan covers 333 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $50M.
- #2,621
- in Educational Services (3,638 peers)
- +10.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hawken School Retirement Plan's outsized position by total assets
Hawken School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,648,300 Top 16% higher than 84% 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
Hawken School 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. Hawken School Retirement Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hawken School Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Hawken School Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $50M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 340714427 · Hawken School PY 2024 · Other
Hawken School Retirement Plan · $50M · 333 · 84th
- EOY $50M
- 5500 333
- ASSETS 84th
- PCT Other
- EIN near The Bush School 403(b) Retirement Plan
- RANK ind #2621
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 Ohio →
Hawken School Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $5M |
| Employer EIN | 340714427 |
| Plan Effective Date | 1992-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hawken School)
Sponsor-wide plan assets over time
All Hawken School plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 16.259481501956273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $43M |
| 2023 | 1 | 334 | $45M |
| 2024 | 1 | 333 | $50M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Hawken School Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Bush School 403(b) Retirement Plan in WA ($50M); by covered participants it is The Colburn School Tda / DC Plan in CA (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (333 participants); asset peers above are excluded.
- The Colburn School Tda / DC Plan (CA) 333 · 0 off
- King School, Inc. Section 403(b) Plan (CT) 332 · 1 off
- 403(b) Thrift Plan for Cpc Integrated Health, Inc. (NJ) 334 · 1 off
- St. James Place of Baton Rouge 403(b) Plan (LA) 334 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.