Other · DOL Form 5500 · 2022
Henry Street Settlement Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 597
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $45,243
- Avg per participant Low balance/head
Official DOL plan name: Henry Street Settlement 403(b) Retirement Savings Plan · Sponsored by Henry Street Settlement · New York · Healthcare & Social Assistance
$27M in assets, 597 participants
Henry Street Settlement's Henry Street Settlement 403(b) Retirement Savings Plan reported $27M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #16,906 in Healthcare & Social Assistance (20,060 peers)
Where Henry Street Settlement 403(b) Retirement Savings Plan sits by assets
Henry Street Settlement 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $27M for 597 participants (~$45,243/participant), up 15.1% in 2022.
- #16,906
- in Healthcare & Social Assistance (20,060 peers)
- +15.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Henry Street Settlement 403(b) Retirement Savings Plan's outsized position by total assets
Henry Street Settlement 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,010,154 Top 19% higher than 81% 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
Henry Street Settlement 403(b) Retirement Savings 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. Henry Street Settlement 403(b) Retirement Savings Plan sits mid-pack in the medium band (597 participants).
Form 5500 schedule snapshot
Filing strip 131562242 · Henry Street Settlement PY 2022 · Other
Henry Street Settlement 403(b) Retirement Savings Plan · $27M · 597 · 81st
- VS-ST $27M
- BOY 597
- SCH 81st
- EBSA Other
- PART near Trinity School 403(b) Plan
- TYPE ind #16906
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 →
Henry Street Settlement 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 131562242 |
| Plan Effective Date | 2005-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Street Settlement)
Sponsor-wide plan assets over time
All Henry Street Settlement plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 33.99750701162237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 597 | $27M |
| 2023 | 1 | 639 | $32M |
| 2024 | 1 | 582 | $36M |
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
Henry Street Settlement 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Trinity School 403(b) Plan in GA ($27M); by covered participants it is Urban Affairs Coalition 403(b) Retirement Plan in PA (597 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Trinity School 403(b) Plan (GA) $27M · 158
- Urban Land Institute 403(b) Plan (DC) $27M · 213
- The New Foundations Retirement Plan (GA) $27M · 101
- Vista Community Clinic Tax Deferred Annuity Plan (CA) $27M · 828
Similar participant headcount
Nearest other-state filings by covered participants (597 participants); asset peers above are excluded.
- Urban Affairs Coalition 403(b) Retirement Plan (PA) 597 · 0 off
- The Urban Institute Retirement Plan (DC) 598 · 1 off
- Ucp of Central Florida 403(b) Plan (FL) 598 · 1 off
- The Millionair Club Charity Tax Sheltered Annuity Plan (WA) 595 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.