Other · DOL Form 5500 · 2024

Hockaday School Inc. Retirement Plan

Data updated 2026-08-11

$107M
Total assets
258
Participants
91st
Percentile by assets
$413,699
Avg per participant
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Official DOL plan name: Hockaday School Defined Contribution Plan · Sponsored by Hockaday School Inc. · Texas · Educational Services

$107M in assets, 258 participants

Hockaday School Inc.'s Hockaday School Defined Contribution Plan reported $107M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #3,062 in Educational Services (3,638 peers)

Coverage in Texas

Hockaday School Defined Contribution Plan covers 258 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $107M.

$107M
total plan assets (2024 EOY)
258
covered participants
91st
percentile by assets (of 123,622 plans)
$413,699
avg assets per participant

Where Hockaday School Defined Contribution Plan sits by total assets

Hockaday School Defined Contribution Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$106,734,437 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hockaday School Defined Contribution Plan reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Hockaday School Defined Contribution Plan end-of-year assets rose from $96M in the plan year 2023 filing to $107M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Hockaday School Defined Contribution Plan reports 258 participants - about 38% of that state average ($107M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$107M
Net Income$11M
Employer EIN750800650
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hockaday School Inc.)

$80M$90M$100M$110M 202220232024 $86.7M $107M ▲ +23.1%
Total plan assets by year, all Hockaday School Inc. plans on file
Year Plans Participants Total Assets
2022 1 245 $87M
2023 1 260 $96M
2024 1 258 $107M

Nearby Other Plans in Texas

Peer Other plans, same state, same plan type, ranked by total assets.

Hockaday School Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Hockaday School Defi…, Total assets ($B): 0.106734437 · Participants: 258Hockaday School Defi…Memorial Hermann Hea…, Total assets ($B): 3.324994911 · Participants: 33543Memorial Hermann Hea…The Tax Sheltered An…, Total assets ($B): 3.003130654 · Participants: 32299The Tax Sheltered An…Baylor College of Me…, Total assets ($B): 2.177950858 · Participants: 13205Baylor College of Me…The Tax Sheltered An…, Total assets ($B): 2.141432234 · Participants: 16971The Tax Sheltered An…Southwest Research I…, Total assets ($B): 1.698290111 · Participants: 3107Southwest Research I…
Hockaday School Defined Contribution Plan vs. nearby Other plans in Texas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hockaday School Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did Hockaday School Defined Contribution Plan assets move in 2024?
Hockaday School Defined Contribution Plan grew at a solid clip - up 11.0% during 2024, from $96M to $107M. Reported net income was $11M.
How have Hockaday School Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hockaday School Inc.'s sponsor-wide assets grew 23.1%, from $87M to $107M.
Where does Hockaday School Defined Contribution Plan rank by assets among Form 5500 filers?
Hockaday School Defined Contribution Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hockaday School Defined Contribution Plan?
Among Other plans in other states, the closest by assets is East Tennessee Children's Hospital 403(b) Retirement Program in TN ($107M, 2,101 participants).

Next read for Hockaday School Defined Contribution Pla…

Filing takeaways

Ways to act on Hockaday School Defined Contribution Plan's numbers.