Other · DOL Form 5500 · 2024
The Hamlin School Retirement Plan
Data updated 2026-08-11
- $37M
- Total assets
- 118
- Participants
- 80th
- Percentile by assets
- $315,769
- Avg per participant
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.
- 80th percentile by assets (of 123,622 plans)
- #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.
- $37M
- total plan assets (2024 EOY)
- 118
- covered participants
- 80th
- percentile by assets (of 123,622 plans)
- $315,769
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Hamlin School Retirement Plan reports 118 participants - about 19% of that state average ($37M EOY assets).
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)
| 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.
The Hamlin School Retirement Plan vs. nearby Other plans in California, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Hamlin School Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Hamlin School Retirement Plan assets move in 2024? ▼
How have The Hamlin School plan assets changed over time? ▼
Where does The Hamlin School Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Hamlin School Retirement Plan? ▼
Next read for The Hamlin School Retirement Plan
Filing takeaways
Ways to act on The Hamlin School Retirement Plan's numbers.
- By total assets, The Hamlin School Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in California. Compare plans
- The Hamlin School's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Educational Services plans