Other · DOL Form 5500 · 2024
Hamden Hall School, Inc. Retirement Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 149
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $342,095
- Avg per participant High balance/head
Official DOL plan name: Hamden Hall Country Day School DC Retirement Plan · Sponsored by Hamden Hall School, Inc. · Connecticut · Educational Services
$51M in assets, 149 participants
Hamden Hall School, Inc.'s Hamden Hall Country Day School DC Retirement Plan reported $51M in total assets and 149 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.
- #2,641 in Educational Services (3,638 peers)
Coverage in Connecticut
Hamden Hall Country Day School DC Retirement Plan covers 149 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $51M.
- #2,641
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Hamden Hall Country Day School DC Retirement Plan's outsized position by total assets
Hamden Hall Country Day School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,972,192 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
Hamden Hall Country Day School DC 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. Hamden Hall Country Day School DC Retirement Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hamden Hall Country Day School DC Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Hamden Hall Country Day School DC Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 060662137 · Hamden Hall School, Inc. PY 2024 · Other
Hamden Hall Country Day School DC Retirement Plan · $51M · 149 · 84th
- IND $51M
- IND 149
- IND 84th
- IND Other
- IND near The Annie E. Casey Foundation 403(b) Savings Plan
- IND ind #2641
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 Connecticut →
Hamden Hall Country Day School DC Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $3M |
| Employer EIN | 060662137 |
| Plan Effective Date | 1966-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamden Hall School, Inc.)
Sponsor-wide plan assets over time
All Hamden Hall School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 16.94273402052111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 151 | $44M |
| 2023 | 1 | 150 | $48M |
| 2024 | 1 | 149 | $51M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Hamden Hall Country Day School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is The Annie E. Casey Foundation 403(b) Savings Plan in MD ($51M); by covered participants it is Snohomish County Public Defender Association 403(b) Plan in WA (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.