Other · DOL Form 5500 · 2022
Hamilton-Madison House, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $67,829
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Hamilton-Madison House, Inc. · Sponsored by Hamilton-Madison House, Inc. · New York · Healthcare & Social Assistance
$8M in assets, 111 participants
Hamilton-Madison House, Inc.'s 403(b) Thrift Plan of Hamilton-Madison House, Inc. reported $8M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #13,019 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
403(b) Thrift Plan of Hamilton-Madison House, Inc. covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #13,019
- in Healthcare & Social Assistance (20,060 peers)
- -13.4%
- 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.
403(b) Thrift Plan of Hamilton-Madison House, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Hamilton-Madison House, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,528,985 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan of Hamilton-Madison House, Inc. 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. 403(b) Thrift Plan of Hamilton-Madison House, Inc. sits mid-pack in the medium band (111 participants).
Plan-year Form 5500 strip
Filing strip 135562412 · Hamilton-Madison House, Inc. PY 2022 · Other
403(b) Thrift Plan of Hamilton-Madison House, Inc. · $8M · 111 · 59th
- EBSA $8M
- EBSA 111
- EBSA 59th
- EBSA Other
- EBSA near 403(b) Thrift Plan of Easter Seals Dupage and the Fox Valley Region
- EBSA ind #13019
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 →
403(b) Thrift Plan of Hamilton-Madison House, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 135562412 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamilton-Madison House, Inc.)
Sponsor-wide plan assets over time
All Hamilton-Madison House, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 17.06611183313554% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $8M |
| 2023 | 1 | 169 | $8M |
| 2024 | 1 | 170 | $9M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
403(b) Thrift Plan of Hamilton-Madison House, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Easter Seals Dupage and the Fox Valley Region in IL ($8M); by covered participants it is Detroit Educational Television Foundation 403(b) Plan in MI (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Detroit Educational Television Foundation 403(b) Plan (MI) 111 · 0 off
- Wardlaw-Hartridge School DC Retirement Plan (NJ) 111 · 0 off
- National Conference of Bar Examiners 403(b) Plan (WI) 111 · 0 off
- Prokids, Inc. Retirement Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.