Other · DOL Form 5500 · 2023
Breaking Ground Hdfc Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 680
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $25,176
- Avg per participant Low balance/head
Official DOL plan name: Breaking Ground 403(b) Plan · Sponsored by Breaking Ground Hdfc · New York · Other Services
$17M in assets, 680 participants
Breaking Ground Hdfc's Breaking Ground 403(b) Plan reported $17M in total assets and 680 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,542 in Other Services (7,857 peers)
Breaking Ground Hdfc multi-year trail
Breaking Ground Hdfc's plans moved +36.2% in assets from 2022 to 2024; this filing shows Breaking Ground 403(b) Plan at $17M / 680 participants.
- #6,542
- in Other Services (7,857 peers)
- +19.8%
- assets growth YoY
Breaking Ground 403(b) Plan's outsized position by total assets
Breaking Ground 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,119,667 Top 30% higher than 70% 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
Breaking Ground 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. Breaking Ground 403(b) Plan sits mid-pack in the medium band (680 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Breaking Ground 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Breaking Ground 403(b) Plan reported participants rose from 524 in the plan year 2022 filing to 680 in the plan year 2023 filing.
- Breaking Ground 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 113048002 · Breaking Ground Hdfc PY 2023 · Other
Breaking Ground 403(b) Plan · $17M · 680 · 70th
- IND $17M
- IND 680
- IND 70th
- IND Other
- IND near Franklin University Tax Deferred Annuity Plan
- IND ind #6542
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 Other Services retirement plans → · Plans in New York →
Breaking Ground 403(b) Plan in the asset neighbourhood
Breaking Ground Hdfc multi-year asset trail
Sponsor-wide plan assets over time
All Breaking Ground Hdfc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 36.17470851709061% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 524 | $14M |
| 2023 | 1 | 680 | $17M |
| 2024 | 1 | 816 | $19M |
Breaking Ground Hdfc filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 113048002 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
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
Breaking Ground 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Franklin University Tax Deferred Annuity Plan in OH ($17M); by covered participants it is Oakwood Village University Woods Homes, Inc. 403(b) Plan in WI (681 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Franklin University Tax Deferred Annuity Plan (OH) $17M · 226
- Agri-King, Inc. Employee Stock Ownership Plan (IL) $17M · 168
- Cornerstone Montgomery, Inc. 403(b) Retirement Plan (MD) $17M · 541
- Kkv Retirement Plan (HI) $17M · 302
Similar participant headcount
Nearest other-state filings by covered participants (680 participants); asset peers above are excluded.
- Oakwood Village University Woods Homes, Inc. 403(b) Plan (WI) 681 · 1 off
- Relay Resources 403(b) Retirement Plan (OR) 679 · 1 off
- The Cna Corporation Retirement Plan (VA) 678 · 2 off
- The College of St. Scholastica 403(b) Retirement Plan (MN) 678 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.