Other · DOL Form 5500 · 2024
Hockaday School Inc. Retirement Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 258
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $413,699
- Avg per participant High balance/head
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.
- #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.
- #3,062
- in Educational Services (3,638 peers)
- +11.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Hockaday School Defined Contribution Plan's outsized position 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
Hockaday School 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. Hockaday School Defined Contribution Plan sits mid-pack in the medium band (258 participants).
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.
Plan-year Form 5500 strip
Filing strip 750800650 · Hockaday School Inc. PY 2024 · Other
Hockaday School Defined Contribution Plan · $107M · 258 · 91st
- BOY $107M
- BOY 258
- BOY 91st
- BOY Other
- BOY near East Tennessee Children's Hospital 403(b) Retirement Program
- BOY ind #3062
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 Texas →
Hockaday School Defined Contribution Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Hockaday School Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 23.085624998104436% vs 2022
- 2024 filing year
| 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
Hockaday School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is East Tennessee Children's Hospital 403(b) Retirement Program in TN ($107M); by covered participants it is Minneapolis College of Art and Design Defined Contribution Retirement Plan in MN (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (258 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.