Other · DOL Form 5500 · 2022

Harmony Hill School, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
138
Participants Small participant base
36th
Percentile by assets National rank
$17,213
Avg per participant Low balance/head
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Official DOL plan name: Harmony Hill School Tax Sheltered Annuity Plan · Sponsored by Harmony Hill School, Inc. · Rhode Island · Educational Services

$2M in assets, 138 participants

Harmony Hill School, Inc.'s Harmony Hill School Tax Sheltered Annuity Plan reported $2M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #994 in Educational Services (4,024 peers)

Coverage in Rhode Island

Harmony Hill School Tax Sheltered Annuity Plan covers 138 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $2M.

#994
in Educational Services (4,024 peers)
+14.9%
assets growth YoY

Harmony Hill School Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers

Harmony Hill School Tax Sheltered Annuity Plan vs every filed plan by assets

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

$2,375,329 36th percentile higher than 36% 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

Harmony Hill School Tax Sheltered Annuity 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. Harmony Hill School Tax Sheltered Annuity Plan sits mid-pack in the medium band (138 participants).

Form 5500 schedule snapshot

Filing strip 050369168 · Harmony Hill School, Inc. PY 2022 · Other

Harmony Hill School Tax Sheltered Annuity Plan · $2M · 138 · 36th

  • PART $2M
  • TYPE 138
  • NET 36th
  • BOOK Other
  • VS-ST near Ohio District 5 Area Agency on Aging 403b Retirement Plan
  • BOY ind #994

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 Rhode Island →

Harmony Hill School Tax Sheltered Annuity Plan in the asset neighbourhood

Harmony Hill School Tax Sheltered Annuity PlanHarmony Hill School Tax Shel…$2MCatholic Charities of Se Mi 403(b) PlanCatholic Charities of Se Mi …$2MLegal Aid Society of Nassau County 403(b) PlanLegal Aid Society of Nassau …$2MLegal Aid Society of San Diego, Inc. 403(b) PlanLegal Aid Society of San Die…$2MOhio District 5 Area Agency on Aging 403b Retirement PlanOhio District 5 Area Agency …$2M
End-of-year total assets ($M) among Harmony Hill School Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$308K
Employer EIN050369168
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harmony Hill School, Inc.)

Sponsor-wide plan assets over time

All Harmony Hill School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.402225123340806% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.38M $3.03M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 138 $2M
2023 1 149 $3M
2024 1 150 $3M

Nearby Other Plans in Rhode Island

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

Harmony Hill School Tax Sheltered Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Harmony Hill School Tax Sheltered Annuity Plan, Total assets ($B): 0.002375329 · Participants: 138Harmony Hill School Tax Sheltered Annuity PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.301355502 · Participants: 1283Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.025724455 · Participants: 10171Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.657188413 · Participants: 4906Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.316364623 · Participants: 949Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.296581858 · Participants: 1769Roger Williams University Retirement Plan
Harmony Hill School Tax Sheltered Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants

Harmony Hill School Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is Ohio District 5 Area Agency on Aging 403b Retirement Plan in OH ($2M); by covered participants it is Harvesters 403b Plan in MO (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Harmony Hill School Tax Sheltered Annuity Plan assets move in 2022?
Harmony Hill School Tax Sheltered Annuity Plan grew at a solid clip - up 14.9% during 2022, from $2M to $2M. Reported net income was $308K.
How have Harmony Hill School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Harmony Hill School, Inc.'s sponsor-wide assets grew 27.4%, from $2M to $3M.
Which Other plans are similar in size to Harmony Hill School Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by assets is Ohio District 5 Area Agency on Aging 403b Retirement Plan in OH ($2M, 119 participants).
Which Other plans cover a similar participant headcount to Harmony Hill School Tax Sheltered Annuity Plan?
Among Other plans in other states, the closest by covered participants is Harvesters 403b Plan in MO (138 participants, $5M in assets).