Other · DOL Form 5500 · 2022

The House of the Good Shepherd Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
257
Participants Below avg headcount
64th
Percentile by assets National rank
$38,020
Avg per participant Low balance/head
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Official DOL plan name: The House of the Good Shepherd 403(b) Thrift Plan · Sponsored by The House of the Good Shepherd · New York · Healthcare & Social Assistance

$10M in assets, 257 participants

The House of the Good Shepherd's The House of the Good Shepherd 403(b) Thrift Plan reported $10M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #14,012 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

The House of the Good Shepherd 403(b) Thrift Plan covers 257 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $10M.

#14,012
in Healthcare & Social Assistance (20,060 peers)
-13.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The House of the Good Shepherd 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The House of the Good Shepherd 403(b) Thrift Plan vs every filed plan by assets

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

$9,771,121 Top 36% higher than 64% 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

The House of the Good Shepherd 403(b) Thrift 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. The House of the Good Shepherd 403(b) Thrift Plan sits mid-pack in the medium band (257 participants).

Plan-year Form 5500 strip

Filing strip 150532199 · The House of the Good Shepherd PY 2022 · Other

The House of the Good Shepherd 403(b) Thrift Plan · $10M · 257 · 64th

  • PART $10M
  • PART 257
  • PART 64th
  • PART Other
  • PART near Blue Ridge Community Health Services Inc. Employer's 403(b) Plan
  • PART ind #14012

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

The House of the Good Shepherd 403(b) Thrift Plan in the asset neighbourhood

Bay Area Environmental Research Institute TdaBay Area Environmental Resea…$10MBlue Ridge Community Health Services Inc. Employer's 403(b) PlanBlue Ridge Community Health …$10MThe House of the Good Shepherd 403(b) Thrift PlanThe House of the Good Shephe…$10MArmand Hammer United World College of the American WestArmand Hammer United World C…$10MStoneleigh-Burnham School 403(b) DC PlanStoneleigh-Burnham School 40…$10M
End-of-year total assets ($M) among The House of the Good Shepherd 403(b) Thrift Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN150532199
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The House of the Good Shepherd)

Sponsor-wide plan assets over time

All The House of the Good Shepherd plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.707602024373664% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.77M $13.3M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 257 $10M
2023 1 361 $12M
2024 1 391 $13M

Nearby Other Plans in New York

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

The House of the Good Shepherd 403(b) Thrift Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The House of the Good Shepherd 403(b) Thrift Plan, Total assets ($B): 0.009771121 · Participants: 257The House of the Good Shepherd 403(b) Thrift 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
The House of the Good Shepherd 403(b) Thrift Plan vs. nearby Other plans in New York, assets vs. participants

The House of the Good Shepherd 403(b) Thrift Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Blue Ridge Community Health Services Inc. Employer's 403(b) Plan in NC ($10M); by covered participants it is Holy Innocents' Episcopal School 403(b) Plan in GA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 The House of the Good Shepherd 403(b) Thrift Plan assets move in 2022?
The House of the Good Shepherd 403(b) Thrift Plan pulled back noticeably - down 13.1% during 2022, from $11M to $10M. Reported net income was -$1M.
How have The House of the Good Shepherd plan assets changed over time?
Across 3 plan years on file (2022-2024), The House of the Good Shepherd's sponsor-wide assets grew 35.7%, from $10M to $13M.
Which Other plans are similar in size to The House of the Good Shepherd 403(b) Thrift Plan?
Among Other plans in other states, the closest by assets is Blue Ridge Community Health Services Inc. Employer's 403(b) Plan in NC ($10M, 546 participants).
Which Other plans cover a similar participant headcount to The House of the Good Shepherd 403(b) Thrift Plan?
Among Other plans in other states, the closest by covered participants is Holy Innocents' Episcopal School 403(b) Plan in GA (257 participants, $52M in assets).