Other · DOL Form 5500 · 2022

American Friends of the Hebrew University, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
51
Participants Small participant base
81st
Percentile by assets National rank
$498,215
Avg per participant High balance/head
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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.

  • #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.

#2,634
in Educational Services (4,024 peers)
-11.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's outsized position 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 $2,050,000,000 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

American Friends of the Hebrew University 403(b) DC and 403(b) Tda 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. American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan is a small filing (51 participants) on this national headcount ladder.

DOL schedule card

Filing strip 131568923 · American Friends of the Hebrew University, Inc. PY 2022 · Other

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan · $25M · 51 · 81st

  • TYPE $25M
  • TYPE 51
  • TYPE 81st
  • TYPE Other
  • TYPE near William Penn University 403(b) DC Plan
  • TYPE ind #2634

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 →

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan in the asset neighbourhood

William Penn University 403(b) DC PlanWilliam Penn University 403(…$25MAmerican Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanAmerican Friends of the Hebr…$25MOrange County Head Start Inc Retirement Savings PlanOrange County Head Start Inc…$25MAmerican Concrete Institute 403(b) PlanAmerican Concrete Institute …$25MThe Archer School for Girls DC Retirement PlanThe Archer School for Girls …$25M
End-of-year total assets ($M) among American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All American Friends of the Hebrew University, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 10.334726202338341% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.4M $28M ▲ +10.3%
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 ($B) Participants American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan, Total assets ($B): 0.025408946 · Participants: 51American Friends of the Hebrew University 403(b) DC and 403(b) Tda PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs. nearby Other plans in New York, assets vs. participants

American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is William Penn University 403(b) DC Plan in IA ($25M); by covered participants it is Kaboom! Inc. 403(b) Retirement Plan in MD (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 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).
Which Other plans cover a similar participant headcount to American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is Kaboom! Inc. 403(b) Retirement Plan in MD (51 participants, $9M in assets).