Other · DOL Form 5500 · 2023
American Friends of the Hebrew University, Inc. Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 51
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $566,510
- Avg per participant High balance/head
Official DOL plan name: American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan · Sponsored by American Friends of the Hebrew University, Inc. · New York · Educational Services
$29M in assets, 51 participants
American Friends of the Hebrew University, Inc.'s American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan reported $29M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,366 in Educational Services (3,735 peers)
Where American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits by assets
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $29M for 51 participants (~$566,510/participant), up 13.7% in 2023.
- #2,366
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's outsized position by total assets
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,892,023 Top 21% higher than 79% 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
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan is a small filing (51 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 131568923 · American Friends of the Hebrew University, Inc. PY 2023 · Other
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan · $29M · 51 · 79th
- PCT $29M
- EIN 51
- RANK 79th
- PHOTO Other
- IND near Appalachian Regional Healthcare, Inc. Voluntary Plan
- EOY ind #2366
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 →
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $3M |
| Employer EIN | 131568923 |
| Plan Effective Date | 1967-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Friends of the Hebrew University, Inc.)
Sponsor-wide plan assets over time
All American Friends of the Hebrew University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 10.334726202338341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $25M |
| 2023 | 1 | 51 | $29M |
| 2024 | 1 | 53 | $28M |
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
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Appalachian Regional Healthcare, Inc. Voluntary Plan in KY ($29M); by covered participants it is Institute for the Future DC Plan in CA (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Appalachian Regional Healthcare, Inc. Voluntary Plan (KY) $29M · 577
- Claflin University DC Retirement Plan (SC) $29M · 269
- National Women's Law Center DC Plan (DC) $29M · 155
- Mclean School of Maryland Retirement Plan (MD) $29M · 141
Similar participant headcount
Nearest other-state filings by covered participants (51 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.