Other · DOL Form 5500 · 2023
Westchester Institute for Human Development Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 232
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $82,000
- Avg per participant Below avg balance/head
Official DOL plan name: Westchester Institute for Human Development 403(b) DC Plan · Sponsored by Westchester Institute for Human Development · New York · Healthcare & Social Assistance
$19M in assets, 232 participants
Westchester Institute for Human Development's Westchester Institute for Human Development 403(b) DC Plan reported $19M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,482 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Westchester Institute for Human Development 403(b) DC Plan covers 232 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $19M.
- #13,482
- in Healthcare & Social Assistance (17,684 peers)
- +15.7%
- assets growth YoY
Westchester Institute for Human Development 403(b) DC Plan's outsized position by total assets
Westchester Institute for Human Development 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,024,043 Top 28% higher than 72% 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
Westchester Institute for Human Development 403(b) DC 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. Westchester Institute for Human Development 403(b) DC Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westchester Institute for Human Development 403(b) DC Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Westchester Institute for Human Development 403(b) DC Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Westchester Institute for Human Development 403(b) DC Plan reported participants fell from 242 in the plan year 2022 filing to 232 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 200738248 · Westchester Institute for Human Development PY 2023 · Other
Westchester Institute for Human Development 403(b) DC Plan · $19M · 232 · 72nd
- BOOK $19M
- BOOK 232
- BOOK 72nd
- BOOK Other
- BOOK near Freshworks Inc. 401(k) Plan
- BOOK ind #13482
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 →
Westchester Institute for Human Development 403(b) DC Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 200738248 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Westchester Institute for Human Development)
Sponsor-wide plan assets over time
All Westchester Institute for Human Development plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 27.15573070128227% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 242 | $16M |
| 2023 | 1 | 232 | $19M |
| 2024 | 1 | 139 | $21M |
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
Westchester Institute for Human Development 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Freshworks Inc. 401(k) Plan in CA ($19M); by covered participants it is Emergycare 403(b) Plan in PA (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Freshworks Inc. 401(k) Plan (CA) $19M · 615
- Innovative Learning, Inc. 403(b) Retirement Plan (MD) $19M · 207
- Oakwood Village University Woods Homes, Inc. 403(b) Plan (WI) $19M · 681
- Ucp Matched Savings Plan (FL) $19M · 1,071
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- Emergycare 403(b) Plan (PA) 232 · 0 off
- The Barnes Foundation Defined Contribution Retirement Plan (PA) 232 · 0 off
- Atlanta International School Defined Contribution Plan (GA) 232 · 0 off
- Retirement Plan of Henkel Puerto Rico, Inc. (PR) 232 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.