Other · DOL Form 5500 · 2022

Hackley School Retirement Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
237
Participants Below avg headcount
92nd
Percentile by assets National rank
$348,715
Avg per participant High balance/head
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Official DOL plan name: Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) · Sponsored by Hackley School · New York · Educational Services

$83M in assets, 237 participants

Hackley School's Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) reported $83M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,411 in Educational Services (4,024 peers)

Coverage in New York

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) covers 237 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $83M.

#3,411
in Educational Services (4,024 peers)
-11.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators)'s outsized position by total assets

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) vs every filed plan by assets

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

$82,645,356 Top 8% higher than 92% 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

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) 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. Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) sits mid-pack in the medium band (237 participants).

Plan-year Form 5500 strip

Filing strip 131740452 · Hackley School PY 2022 · Other

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) · $83M · 237 · 92nd

  • BOY $83M
  • BOY 237
  • BOY 92nd
  • BOY Other
  • BOY near IBEW Local 575 Pension Fund
  • BOY ind #3411

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 →

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) in the asset neighbourhood

The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral FellowsThe Johns Hopkins University…$83MIBEW Local 575 Pension Fund$83MHackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators)Hackley School 403(b) DC Pla…$83MRetirement Plan for American Enterprise Institute for Public Policy ResearchRetirement Plan for American…$82MUpmc Western Maryland 403(b) Savings PlanUpmc Western Maryland 403(b)…$82M
End-of-year total assets ($M) among Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$83M
Net Income-$11M
Employer EIN131740452
Plan Effective Date1958-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hackley School)

Sponsor-wide plan assets over time

All Hackley School plans reported in each filing year

Latest sponsor-wide plan assets
$109M 31.968959030196448% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $82.7M $109M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 237 $83M
2023 1 221 $97M
2024 1 274 $109M

Nearby Other Plans in New York

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

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators), Total assets ($B): 0.082645356 · Participants: 237Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators)Northwell 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
Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) vs. nearby Other plans in New York, assets vs. participants

Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators)'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is IBEW Local 575 Pension Fund in WV ($83M); by covered participants it is Rivier University 403(b) Plan in NH (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) assets move in 2022? ▼
Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) pulled back noticeably - down 11.3% during 2022, from $93M to $83M. Reported net income was -$11M.
How have Hackley School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hackley School's sponsor-wide assets grew 32.0%, from $83M to $109M.
Where does Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) rank by assets among Form 5500 filers? ▼
Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators) ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators)? ▼
Among Other plans in other states, the closest by assets is IBEW Local 575 Pension Fund in WV ($83M, 535 participants).
Which Other plans cover a similar participant headcount to Hackley School 403(b) DC Plan (Formerly Tiaa-Cref Tax Deferred Retirement Plan for Faculty, Staff & Administrators)? ▼
Among Other plans in other states, the closest by covered participants is Rivier University 403(b) Plan in NH (237 participants, $37M in assets).