Other · DOL Form 5500 · 2022
Harbor Country Day School Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $78,494
- Avg per participant Below avg balance/head
Official DOL plan name: Harbor Country Day School 403(b) DC Plan · Sponsored by Harbor Country Day School · New York · Educational Services
$3M in assets, 40 participants
Harbor Country Day School's Harbor Country Day School 403(b) DC Plan reported $3M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #1,143 in Educational Services (4,024 peers)
Harbor Country Day School multi-year trail
Harbor Country Day School's plans moved +19.9% in assets from 2022 to 2024; this filing shows Harbor Country Day School 403(b) DC Plan at $3M / 40 participants.
- #1,143
- in Educational Services (4,024 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $416K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harbor Country Day School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Harbor Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,139,764 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Harbor Country Day School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Country Day School 403(b) DC Plan is a small filing (40 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 111864959 · Harbor Country Day School PY 2022 · Other
Harbor Country Day School 403(b) DC Plan · $3M · 40 · 41st
- EIN $3M
- RANK 40
- PHOTO 41st
- IND Other
- EOY near Keiro Northwest 403(b) Plan
- 5500 ind #1143
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 New York →
Harbor Country Day School 403(b) DC Plan in the asset neighbourhood
Harbor Country Day School multi-year asset trail
Sponsor-wide plan assets over time
All Harbor Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.923121610414032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $3M |
| 2023 | 1 | 40 | $3M |
| 2024 | 1 | 38 | $4M |
Harbor Country Day School filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$416K |
| Employer EIN | 111864959 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Harbor Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Keiro Northwest 403(b) Plan in WA ($3M); by covered participants it is Friendship Home of Lincoln, Inc. 403(b) Plan in NE (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.
- Friendship Home of Lincoln, Inc. 403(b) Plan (NE) 40 · 0 off
- The Country School 403(b) DC Plan (CT) 40 · 0 off
- American Association of State Colleges and Universities DC Plan (DC) 40 · 0 off
- Uaspire DC Plan (MA) 40 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.