Money Purchase · DOL Form 5500 · 2024
The Harker School Money Purchase Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 556
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $131,819
- Avg per participant Near avg balance/head
Official DOL plan name: The Harker School 401(a) Defined Contribution Plan · Sponsored by The Harker School · California · Educational Services
$73M in assets, 556 participants
The Harker School's The Harker School 401(a) Defined Contribution Plan reported $73M in total assets and 556 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #2,849 in Educational Services (3,638 peers)
Where The Harker School 401(a) Defined Contribution Plan sits by assets
The Harker School 401(a) Defined Contribution Plan sits in the top quartile of all filed plans by assets, $73M for 556 participants (~$131,819/participant), up 3.9% in 2024.
- #2,849
- in Educational Services (3,638 peers)
- +3.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
The Harker School 401(a) Defined Contribution Plan's outsized position by total assets
The Harker School 401(a) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$73,291,510 Top 12% higher than 88% 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 Harker School 401(a) Defined Contribution 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 Harker School 401(a) Defined Contribution Plan sits mid-pack in the medium band (556 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Harker School 401(a) Defined Contribution Plan reported net income fell from $11M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Harker School 401(a) Defined Contribution Plan reported participants rose from 533 in the plan year 2023 filing to 556 in the plan year 2024 filing.
- The Harker School 401(a) Defined Contribution Plan end-of-year assets rose from $71M in the plan year 2023 filing to $73M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 941613808 · The Harker School PY 2024 · Money Purchase
The Harker School 401(a) Defined Contribution Plan · $73M · 556 · 88th
- IND $73M
- EOY 556
- 5500 88th
- ASSETS Money Purchase
- PCT near IBEW Local 968 Pension Fund
- EIN ind #2849
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 Harker School 401(a) Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $3M |
| Employer EIN | 941613808 |
| Plan Effective Date | 1983-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Harker School)
Sponsor-wide plan assets over time
All The Harker School plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 31.252345418887533% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,415 | $108M |
| 2023 | 2 | 1,610 | $130M |
| 2024 | 2 | 1,797 | $141M |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
- Carpenters Annuity Trust Fund for Northern California $3.5B · 24,741
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan $2.3B · 23,032
The Harker School 401(a) Defined Contribution Plan's out-of-state Money Purchase peers by assets and headcount
Outside California, the nearest Money Purchase by assets is IBEW Local 968 Pension Fund in WV ($73M); by covered participants it is Operative Plasterers and Cement Masons Local 394 Defined Contribution Plan in AZ (555 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- IBEW Local 968 Pension Fund (WV) $73M · 355
- Rochester Laborers Annuity Fund (NY) $74M · 1,583
- Oup USA Defined Contribution Retirement Plan (NY) $73M · 340
- Iowa Builders Retirement Plan (IA) $75M · 400
Similar participant headcount
Nearest other-state filings by covered participants (556 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.