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
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
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.
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 EIN | 750800650 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hockaday School Inc.)
| 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.
- Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
- The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
- Baylor College of Medicine Section 403b $2.2B · 13,205
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
- Southwest Research Institute Retirement Plan $1.7B · 3,107
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hockaday School Defined Contribution Plan by total assets, not by location.
- East Tennessee Children's Hospital 403(b) Retirement Program (TN) $107M · 2,101
- Acmc System Savings Investment Plan (OH) $106M · 1,293
- Katherine Shaw Bethea Hospital Retirement Savings Plan (IL) $106M · 905
- Georgetown Day School, Inc. 403(b) Retirement Plan (DC) $106M · 378
Frequently Asked Questions
How did Hockaday School Defined Contribution Plan assets move in 2024? ▼
How have Hockaday School Inc. plan assets changed over time? ▼
Where does Hockaday School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Hockaday School Defined Contribution Plan's numbers.
- By total assets, Hockaday School Defined Contribution Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Texas. Compare plans
- Hockaday School Inc.'s sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans