Other · DOL Form 5500 · 2022

American Friends of the Hebrew University, Inc. Retirement Plan

Data updated 2026-08-11

$25M
Total assets
51
Participants
81st
Percentile by assets
$498,215
Avg per participant
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Official DOL plan name: American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan · Sponsored by American Friends of the Hebrew University, Inc. · New York · Educational Services

$25M in assets, 51 participants

American Friends of the Hebrew University, Inc.'s American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan reported $25M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #2,634 in Educational Services (4,024 peers)

Where American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits by assets

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $25M for 51 participants (~$498,215/participant), down 11.4% in 2022.

$25M
total plan assets (2022 EOY)
51
covered participants
81st
percentile by assets (of 139,126 plans)
$498,215
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits by total assets

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs every filed plan by assets

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

$25,408,946 Top 19% higher than 81% of 139,123 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 2022

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs the 2022 asset distribution

By assets, American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN131568923
Plan Effective Date1967-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Friends of the Hebrew University, Inc.)

$24M$26M$28M$30M 202220232024 $25.4M $28M ▲ +10.3%
Total plan assets by year, all American Friends of the Hebrew University, Inc. plans on file
Year Plans Participants Total Assets
2022 1 51 $25M
2023 1 51 $29M
2024 1 53 $28M

Nearby Other Plans in New York

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

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants American Friends of …, Total assets ($B): 0.025408946 · Participants: 51American Friends of …Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan by total assets, not by location.

Frequently Asked Questions

How did American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan assets move in 2022?
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan pulled back noticeably - down 11.4% during 2022, from $29M to $25M. Reported net income was -$3M.
How have American Friends of the Hebrew University, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), American Friends of the Hebrew University, Inc.'s sponsor-wide assets grew 10.3%, from $25M to $28M.
Where does American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan rank by assets among Form 5500 filers?
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan?
Among Other plans in other states, the closest by assets is William Penn University 403(b) DC Plan in IA ($25M, 141 participants).

Next read for American Friends of the Hebrew Universit…

Scale reading

Ways to act on American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's numbers.

  • By total assets, American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • American Friends of the Hebrew University, Inc.'s sponsor-wide assets have grown 10.3% since 2022 across 3 plan years on file. More Educational Services plans