401(k) · DOL Form 5500 · 2022

Hawthorne Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
361
Participants Below avg headcount
52nd
Percentile by assets National rank
$15,116
Avg per participant Low balance/head
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Official DOL plan name: Hawthorne Foundation, Inc, 403(b) Tda Plan · Sponsored by Hawthorne Foundation, Inc. · New York · Educational Services

$5M in assets, 361 participants

Hawthorne Foundation, Inc.'s Hawthorne Foundation, Inc, 403(b) Tda Plan reported $5M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,473 in Educational Services (4,024 peers)

Coverage in New York

Hawthorne Foundation, Inc, 403(b) Tda Plan covers 361 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $5M.

#1,473
in Educational Services (4,024 peers)
-6.9%
assets change YoY

The plan reported a net loss of $404K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hawthorne Foundation, Inc, 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers

Hawthorne Foundation, Inc, 403(b) Tda Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,456,819 Top 48% higher than 52% of 139,123 filed plans

This plan $0 $2,050,000,000 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 2022

Hawthorne Foundation, Inc, 403(b) Tda Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hawthorne Foundation, Inc, 403(b) Tda Plan sits mid-pack in the medium band (361 participants).

Form 5500 schedule snapshot

Filing strip 133447893 · Hawthorne Foundation, Inc. PY 2022 · 401(k)

Hawthorne Foundation, Inc, 403(b) Tda Plan · $5M · 361 · 52nd

  • PHOTO $5M
  • PHOTO 361
  • PHOTO 52nd
  • PHOTO 401(k)
  • PHOTO near 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates
  • PHOTO ind #1473

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 →

Hawthorne Foundation, Inc, 403(b) Tda Plan in the asset neighbourhood

Hawthorne Foundation, Inc, 403(b) Tda PlanHawthorne Foundation, Inc, 4…$5M401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates401(k) Plan for Umwa Represe…$5MAthenix Cyber & Sigint Solutions, LLC 401(k) PlanAthenix Cyber & Sigint Solut…$5MAhrens Deangeli Law Group LLP 401(k) PlanAhrens Deangeli Law Group LL…$5MEcs Composites 401(k) Plan$5M
End-of-year total assets ($M) among Hawthorne Foundation, Inc, 403(b) Tda Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$404K
Employer EIN133447893
Plan Effective Date2005-09-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawthorne Foundation, Inc.)

Sponsor-wide plan assets over time

All Hawthorne Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.039510415884155% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $13.5M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 569 $11M
2023 2 640 $13M
2024 2 688 $13M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hawthorne Foundation, Inc, 403(b) Tda Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hawthorne Foundation, Inc, 403(b) Tda Plan, Total assets ($B): 0.005456819 · Participants: 361Hawthorne Foundation, Inc, 403(b) Tda PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Hawthorne Foundation, Inc, 403(b) Tda Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hawthorne Foundation, Inc, 403(b) Tda Plan side-by-side with 3 peers →

Hawthorne Foundation, Inc, 403(b) Tda Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates in TN ($5M); by covered participants it is Arbor Management Group, LLC 401(k) Plan in NE (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hawthorne Foundation, Inc, 403(b) Tda Plan assets move in 2022? ▼
Hawthorne Foundation, Inc, 403(b) Tda Plan pulled back noticeably - down 6.9% during 2022, from $6M to $5M. Reported net income was -$404K.
How have Hawthorne Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawthorne Foundation, Inc.'s sponsor-wide assets grew 20.0%, from $11M to $13M.
Which 401(k) plans are similar in size to Hawthorne Foundation, Inc, 403(b) Tda Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates in TN ($5M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Hawthorne Foundation, Inc, 403(b) Tda Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arbor Management Group, LLC 401(k) Plan in NE (361 participants, $266K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133447893.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.