Other · DOL Form 5500 · 2023

The Hewitt School Retirement Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
142
Participants Small participant base
84th
Percentile by assets National rank
$318,423
Avg per participant High balance/head
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Official DOL plan name: Hewitt School Defined Contribution Retirement Plan · Sponsored by The Hewitt School · New York · Educational Services

$45M in assets, 142 participants

The Hewitt School's Hewitt School Defined Contribution Retirement Plan reported $45M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,705 in Educational Services (3,735 peers)

Coverage in New York

Hewitt School Defined Contribution Retirement Plan covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $45M.

#2,705
in Educational Services (3,735 peers)
+19.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Hewitt School Defined Contribution Retirement Plan's outsized position by total assets

Hewitt School Defined Contribution Retirement Plan vs every filed plan by assets

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

$45,216,062 Top 16% higher than 84% 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

Hewitt School Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hewitt School Defined Contribution Retirement Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hewitt School Defined Contribution Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Hewitt School Defined Contribution Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • Hewitt School Defined Contribution Retirement Plan reported participants fell from 148 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131658789 · The Hewitt School PY 2023 · Other

Hewitt School Defined Contribution Retirement Plan · $45M · 142 · 84th

  • BOOK $45M
  • BOOK 142
  • BOOK 84th
  • BOOK Other
  • BOOK near North Shore Country Day School Defined Contribution Retirement Plan
  • BOOK ind #2705

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 →

Hewitt School Defined Contribution Retirement Plan in the asset neighbourhood

North Shore Country Day School Defined Contribution Retirement PlanNorth Shore Country Day Scho…$45MHewitt School Defined Contribution Retirement PlanHewitt School Defined Contri…$45MHawken School Retirement Plan$45MCrystal Springs Uplands School Defined Contribution Retirement PlanCrystal Springs Uplands Scho…$45MSeneca Family of Agencies 403(b) Retirement PlanSeneca Family of Agencies 40…$45M
End-of-year total assets ($M) among Hewitt School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$45M
Net Income$7M
Employer EIN131658789
Plan Effective Date1955-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hewitt School)

Sponsor-wide plan assets over time

All The Hewitt School plans reported in each filing year

Latest sponsor-wide plan assets
$53M 39.191735315921925% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.8M $52.7M ▲ +39.2%
Year Plans Participants Total Assets
2022 1 148 $38M
2023 1 142 $45M
2024 1 131 $53M

Nearby Other Plans in New York

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

Hewitt School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hewitt School Defined Contribution Retirement Plan, Total assets ($B): 0.045216062 · Participants: 142Hewitt School Defined Contribution Retirement 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
Hewitt School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Hewitt School Defined Contribution Retirement Plan side-by-side with 3 peers →

Hewitt School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is North Shore Country Day School Defined Contribution Retirement Plan in IL ($45M); by covered participants it is Experimental Aircraft Association, Inc. 403(b) Tda Plan in WI (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Hewitt School Defined Contribution Retirement Plan assets move in 2023? ▼
Hewitt School Defined Contribution Retirement Plan grew sharply - up 19.5% during 2023, from $38M to $45M. Reported net income was $7M.
How have The Hewitt School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hewitt School's sponsor-wide assets grew 39.2%, from $38M to $53M.
Where does Hewitt School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Hewitt School Defined Contribution Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Hewitt School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is North Shore Country Day School Defined Contribution Retirement Plan in IL ($45M, 168 participants).
Which Other plans cover a similar participant headcount to Hewitt School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Experimental Aircraft Association, Inc. 403(b) Tda Plan in WI (142 participants, $14M 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 131658789.

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.