Other · DOL Form 5500 · 2023
Hartwick College Retirement Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 506
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $192,346
- Avg per participant Above avg balance/head
Official DOL plan name: Hartwick College 403(b) Retirement Plan · Sponsored by Hartwick College · New York · Educational Services
$97M in assets, 506 participants
Hartwick College's Hartwick College 403(b) Retirement Plan reported $97M in total assets and 506 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,156 in Educational Services (3,735 peers)
Where Hartwick College 403(b) Retirement Plan sits by assets
Hartwick College 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $97M for 506 participants (~$192,346/participant), up 10.6% in 2023.
- #3,156
- in Educational Services (3,735 peers)
- +10.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Hartwick College 403(b) Retirement Plan's outsized position by total assets
Hartwick College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,326,879 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Hartwick College 403(b) 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. Hartwick College 403(b) Retirement Plan sits mid-pack in the medium band (506 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hartwick College 403(b) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Hartwick College 403(b) Retirement Plan end-of-year assets rose from $88M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- Hartwick College 403(b) Retirement Plan reported participants rose from 483 in the plan year 2022 filing to 506 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 150533561 · Hartwick College PY 2023 · Other
Hartwick College 403(b) Retirement Plan · $97M · 506 · 91st
- PART $97M
- PART 506
- PART 91st
- PART Other
- PART near Lurie Children's Surgical Foundation, Inc. Retirement Plan
- PART ind #3156
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 →
Hartwick College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $9M |
| Employer EIN | 150533561 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartwick College)
Sponsor-wide plan assets over time
All Hartwick College plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 19.82385072059364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 483 | $88M |
| 2023 | 1 | 506 | $97M |
| 2024 | 1 | 514 | $105M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Hartwick College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Lurie Children's Surgical Foundation, Inc. Retirement Plan in IL ($97M); by covered participants it is IBEW Local 596 Pension Fund in WV (506 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
Similar participant headcount
Nearest other-state filings by covered participants (506 participants); asset peers above are excluded.
- IBEW Local 596 Pension Fund (WV) 506 · 0 off
- Susquehanna University Retirement Plan (PA) 506 · 0 off
- Motion Picture and Television Fund 403(b) Plan (CA) 506 · 0 off
- Lakeview Village, Inc. Employees Retirement Plan (KS) 506 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.