Money Purchase · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$18M
Total assets Small plan by assets
178
Participants Small participant base
71st
Percentile by assets National rank
$100,946
Avg per participant Below avg balance/head
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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.

  • #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.

#6,590
in Other Services (7,857 peers)
+15.4%
assets growth YoY

Hadassah Retirement Plan's outsized position by total assets

Hadassah Retirement Plan vs every filed plan by assets

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

$17,968,324 Top 29% higher than 71% 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

Hadassah 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. Hadassah Retirement Plan sits mid-pack in the medium band (178 participants).

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 →

Form 5500 schedule snapshot

Filing strip 131656651 · Hadassah, the Womens Zionist Organization of America, Inc. PY 2023 · Money Purchase

Hadassah Retirement Plan · $18M · 178 · 71st

  • EOY $18M
  • EOY 178
  • EOY 71st
  • EOY Money Purchase
  • EOY near Middlesex School Pension Account
  • EOY ind #6590

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 →

Hadassah Retirement Plan in the asset neighbourhood

Grand View University Employees' Money Purchase PlanGrand View University Employ…$18MHadassah Retirement Plan$18MMiddlesex School Pension AccountMiddlesex School Pension Acc…$18MDuane T. Corley, P.C. Money Purchase PlanDuane T. Corley, P.C. Money …$18MAmerican Academy of Dermatology, Inc. Pension PlanAmerican Academy of Dermatol…$18M
End-of-year total assets ($M) among Hadassah Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Hadassah, the Womens Zionist Organization of America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 43.43569938637069% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.9M $57.2M ▲ +43.4%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Hadassah Retirement Plan, Total assets ($B): 0.017968324 · Participants: 178Hadassah Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Hadassah Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Hadassah Retirement Plan side-by-side with 3 peers →

Hadassah Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Middlesex School Pension Account in MA ($18M); by covered participants it is Whitefish Credit Union Association Employees' Pension Plan in MT (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 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).
Which Money Purchase plans cover a similar participant headcount to Hadassah Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Whitefish Credit Union Association Employees' Pension Plan in MT (178 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131656651.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.