Money Purchase · DOL Form 5500 · 2024
The Harker School Money Purchase Plan
Data updated 2026-08-11
- $73M
- Total assets
- 556
- Participants
- 88th
- Percentile by assets
- $131,819
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $73M
- total plan assets (2024 EOY)
- 556
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $131,819
- avg assets per participant
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.
The Harker School 401(a) Defined Contribution Plan vs the 2024 asset distribution
By assets, The Harker School 401(a) Defined Contribution Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
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)
| 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 Harker School 401(a) Defined Contribution Plan vs. nearby Money Purchase plans in California, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Harker School 401(a) Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Harker School 401(a) Defined Contribution Plan assets move in 2024? ▼
How have The Harker School plan assets changed over time? ▼
Where does The Harker School 401(a) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The Harker School 401(a) Defined Contribution Plan? ▼
Next read for The Harker School 401(a) Defined Contrib…
Scale reading
Ways to act on The Harker School 401(a) Defined Contribution Plan's numbers.
- By total assets, The Harker School 401(a) Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- The Harker School's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Educational Services plans