Other · DOL Form 5500 · 2024
The Hamlin School Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 118
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $315,769
- Avg per participant High balance/head
Official DOL plan name: The Hamlin School Retirement Plan · Sponsored by The Hamlin School · California · Educational Services
$37M in assets, 118 participants
The Hamlin School's The Hamlin School Retirement Plan reported $37M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #2,416 in Educational Services (3,638 peers)
Coverage in California
The Hamlin School Retirement Plan covers 118 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $37M.
- #2,416
- in Educational Services (3,638 peers)
- +2.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Hamlin School Retirement Plan's outsized position by total assets
The Hamlin School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,260,706 Top 20% higher than 80% 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 Hamlin 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. The Hamlin School Retirement Plan sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Hamlin School Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $853K in the plan year 2024 filing.
- The Hamlin School Retirement Plan reported participants rose from 109 in the plan year 2023 filing to 118 in the plan year 2024 filing.
- The Hamlin School Retirement Plan end-of-year assets rose from $36M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 941393894 · The Hamlin School PY 2024 · Other
The Hamlin School Retirement Plan · $37M · 118 · 80th
- BOY $37M
- SCH 118
- EBSA 80th
- PART Other
- TYPE near Columbus School for Girls Retirement Plan
- NET ind #2416
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 Hamlin School Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $853K |
| Employer EIN | 941393894 |
| Plan Effective Date | 1965-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hamlin School)
Sponsor-wide plan assets over time
All The Hamlin School plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 21.145591613008357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $31M |
| 2023 | 1 | 109 | $36M |
| 2024 | 1 | 118 | $37M |
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 Hamlin School Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Columbus School for Girls Retirement Plan in OH ($37M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Columbus School for Girls Retirement Plan (OH) $37M · 110
- Employee Benefit Plan of Community Health of South Florida, Inc. (FL) $37M · 903
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association (ME) $37M · 470
- 401(k) Profit-Sharing Plan for Workforce Business Services, Inc. (FL) $37M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- Preferred Home Services, LLC (SC) 118 · 0 off
- City and Country School, Inc. Defined Contribution Retirement Plan (NY) 118 · 0 off
- Familyaid Boston 403b Retirement Plan (MA) 118 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 118 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.