Other · DOL Form 5500 · 2023

Harbor Country Day School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
40
Participants Small participant base
38th
Percentile by assets National rank
$87,254
Avg per participant Below avg balance/head
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Official DOL plan name: Harbor Country Day School 403(b) DC Plan · Sponsored by Harbor Country Day School · New York · Educational Services

$3M in assets, 40 participants

Harbor Country Day School's Harbor Country Day School 403(b) DC Plan reported $3M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #931 in Educational Services (3,735 peers)

Harbor Country Day School multi-year trail

Harbor Country Day School's plans moved +19.9% in assets from 2022 to 2024; this filing shows Harbor Country Day School 403(b) DC Plan at $3M / 40 participants.

#931
in Educational Services (3,735 peers)
+11.2%
assets growth YoY

Harbor Country Day School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers

Harbor Country Day School 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,490,172 38th percentile higher than 38% of 127,068 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 2023

Harbor Country Day School 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Country Day School 403(b) DC Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harbor Country Day School 403(b) DC Plan reported net income rose from -$416K in the plan year 2022 filing to $350K in the plan year 2023 filing.
  • Harbor Country Day School 403(b) DC Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 111864959 · Harbor Country Day School PY 2023 · Other

Harbor Country Day School 403(b) DC Plan · $3M · 40 · 38th

  • RANK $3M
  • PHOTO 40
  • IND 38th
  • EOY Other
  • 5500 near Fortune School of Education 403(b) Retirement Plan
  • ASSETS ind #931

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 →

Harbor Country Day School 403(b) DC Plan in the asset neighbourhood

Harbor Country Day School 403(b) DC PlanHarbor Country Day School 40…$3MFortune School of Education 403(b) Retirement PlanFortune School of Education …$3MOhio Heartland Community Action Commission 403b PlanOhio Heartland Community Act…$3MPoic 403b Plan$3MChapel Haven Inc and Chapel Haven West Inc. 403b Tda PlanChapel Haven Inc and Chapel …$3M
End-of-year total assets ($M) among Harbor Country Day School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Harbor Country Day School multi-year asset trail

Sponsor-wide plan assets over time

All Harbor Country Day School plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.923121610414032% vs 2022
2024 filing year
$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.14M $3.77M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 40 $3M
2023 1 40 $3M
2024 1 38 $4M

Harbor Country Day School filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$350K
Employer EIN111864959
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Harbor Country Day School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Harbor Country Day School 403(b) DC Plan, Total assets ($B): 0.003490172 · Participants: 40Harbor Country Day School 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Harbor Country Day School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Harbor Country Day School 403(b) DC Plan side-by-side with 3 peers →

Harbor Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Fortune School of Education 403(b) Retirement Plan in CA ($3M); by covered participants it is Employee Benefit Plan of Redwood Community Action Agency in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harbor Country Day School 403(b) DC Plan assets move in 2023? ▼
Harbor Country Day School 403(b) DC Plan grew at a solid clip - up 11.2% during 2023, from $3M to $3M. Reported net income was $350K.
How have Harbor Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Country Day School's sponsor-wide assets grew 19.9%, from $3M to $4M.
Which Other plans are similar in size to Harbor Country Day School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Fortune School of Education 403(b) Retirement Plan in CA ($3M, 333 participants).
Which Other plans cover a similar participant headcount to Harbor Country Day School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Employee Benefit Plan of Redwood Community Action Agency in CA (40 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 111864959.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.