Money Purchase · DOL Form 5500 · 2023

Hadassah, the Womens Zionist Organization of America, Inc. Money Purchase Plan

Data updated 2026-08-11

$18M
Total assets
178
Participants
71st
Percentile by assets
$100,946
Avg per participant
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Official DOL plan name: Hadassah Retirement Plan · Sponsored by Hadassah, the Womens Zionist Organization of America, Inc. · New York · Other Services

$18M in assets, 178 participants

Hadassah, the Womens Zionist Organization of America, Inc.'s Hadassah Retirement Plan reported $18M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 127,072 plans)
  • #6,590 in Other Services (7,857 peers)

Coverage in New York

Hadassah Retirement Plan covers 178 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $18M.

$18M
total plan assets (2023 EOY)
178
covered participants
71st
percentile by assets (of 127,072 plans)
$100,946
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hadassah Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hadassah Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Hadassah Retirement Plan reported participants rose from 171 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Hadassah Retirement Plan reports 178 participants - about 22% of that state average ($18M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN131656651
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hadassah, the Womens Zionist Organization of America, Inc.)

$30M$40M$50M$60M 202220232024 $39.9M $57.2M ▲ +43.4%
Total plan assets by year, all Hadassah, the Womens Zionist Organization of America, Inc. plans on file
Year Plans Participants Total Assets
2022 2 367 $40M
2023 2 379 $48M
2024 2 437 $57M

Nearby Money Purchase Plans in New York

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

Hadassah Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Hadassah Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hadassah Retirement …Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Hadassah Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Hadassah Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Hadassah Retirement Plan assets move in 2023?
Hadassah Retirement Plan grew sharply - up 15.4% during 2023, from $16M to $18M. Reported net income was $2M.
How have Hadassah, the Womens Zionist Organization of America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Hadassah, the Womens Zionist Organization of America, Inc.'s sponsor-wide assets grew 43.4%, from $40M to $57M.
Which Money Purchase plans are similar in size to Hadassah Retirement Plan?
Among Money Purchase plans in other states, the closest by assets is Middlesex School Pension Account in MA ($18M, 150 participants).

Filing takeaways

Ways to act on Hadassah Retirement Plan's numbers.

  • By total assets, Hadassah Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
  • Hadassah, the Womens Zionist Organization of America, Inc.'s sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Other Services plans