Other · DOL Form 5500 · 2023

Harlem Village Academy Charter School Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
209
Participants Below avg headcount
66th
Percentile by assets National rank
$66,396
Avg per participant Below avg balance/head
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Official DOL plan name: Harlem Village Academy Charter School 403(b) Plan · Sponsored by Harlem Village Academy Charter School · New York · Educational Services

$14M in assets, 209 participants

Harlem Village Academy Charter School's Harlem Village Academy Charter School 403(b) Plan reported $14M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #1,793 in Educational Services (3,735 peers)

Coverage in New York

Harlem Village Academy Charter School 403(b) Plan covers 209 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $14M.

#1,793
in Educational Services (3,735 peers)
+18.7%
assets growth YoY

Harlem Village Academy Charter School 403(b) Plan's mid-pack asset rank among Educational Services and all filers

Harlem Village Academy Charter School 403(b) Plan vs every filed plan by assets

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

$13,876,726 Top 34% higher than 66% 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

Harlem Village Academy Charter School 403(b) 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. Harlem Village Academy Charter School 403(b) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harlem Village Academy Charter School 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Harlem Village Academy Charter School 403(b) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Harlem Village Academy Charter School 403(b) Plan reported participants fell from 232 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223880680 · Harlem Village Academy Charter School PY 2023 · Other

Harlem Village Academy Charter School 403(b) Plan · $14M · 209 · 66th

  • IND $14M
  • IND 209
  • IND 66th
  • IND Other
  • IND near Stanley British Primary School 403(b) Plan
  • IND ind #1793

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 →

Harlem Village Academy Charter School 403(b) Plan in the asset neighbourhood

Indianapolis Symphony Orchestra 403(b) PlanIndianapolis Symphony Orches…$14MAvance, Inc. 403(b) Plan$14MHarlem Village Academy Charter School 403(b) PlanHarlem Village Academy Chart…$14M403(b) Thrift Plan of Second Harvest Heartland403(b) Thrift Plan of Second…$14MStanley British Primary School 403(b) PlanStanley British Primary Scho…$14M
End-of-year total assets ($M) among Harlem Village Academy Charter School 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN223880680
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harlem Village Academy Charter School)

Sponsor-wide plan assets over time

All Harlem Village Academy Charter School plans reported in each filing year

Latest sponsor-wide plan assets
$16M 36.54582718267976% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.7M $16M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 232 $12M
2023 1 209 $14M
2024 1 190 $16M

Nearby Other Plans in New York

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

Harlem Village Academy Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Harlem Village Academy Charter School 403(b) Plan, Total assets ($B): 0.013876726 · Participants: 209Harlem Village Academy Charter School 403(b) 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
Harlem Village Academy Charter School 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Harlem Village Academy Charter School 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Stanley British Primary School 403(b) Plan in CO ($14M); by covered participants it is Hospice of the Piedmont, Inc. Matching Thrift Plan in NC (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Harlem Village Academy Charter School 403(b) Plan assets move in 2023?
Harlem Village Academy Charter School 403(b) Plan grew sharply - up 18.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have Harlem Village Academy Charter School plan assets changed over time?
Across 3 plan years on file (2022-2024), Harlem Village Academy Charter School's sponsor-wide assets grew 36.5%, from $12M to $16M.
Which Other plans are similar in size to Harlem Village Academy Charter School 403(b) Plan?
Among Other plans in other states, the closest by assets is Stanley British Primary School 403(b) Plan in CO ($14M, 94 participants).
Which Other plans cover a similar participant headcount to Harlem Village Academy Charter School 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Hospice of the Piedmont, Inc. Matching Thrift Plan in NC (209 participants, $12M in assets).