Other · DOL Form 5500 · 2023
The Harvey School Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 93
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $154,309
- Avg per participant Above avg balance/head
Official DOL plan name: The Harvey School Retirement Plan · Sponsored by The Harvey School · New York · Educational Services
$14M in assets, 93 participants
The Harvey School's The Harvey School Retirement Plan reported $14M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #1,820 in Educational Services (3,735 peers)
The Harvey School multi-year trail
The Harvey School's plans moved +23.2% in assets from 2022 to 2024; this filing shows The Harvey School Retirement Plan at $14M / 93 participants.
- #1,820
- in Educational Services (3,735 peers)
- +14.5%
- assets growth YoY
The Harvey School Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Harvey School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,350,781 Top 34% higher than 66% 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
The Harvey School Retirement 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. The Harvey School Retirement Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Harvey School Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Harvey School Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- The Harvey School Retirement Plan reported participants rose from 87 in the plan year 2022 filing to 93 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131740454 · The Harvey School PY 2023 · Other
The Harvey School Retirement Plan · $14M · 93 · 66th
- RANK $14M
- RANK 93
- RANK 66th
- RANK Other
- RANK near Clf Retirement Plan
- RANK ind #1820
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 →
The Harvey School Retirement Plan in the asset neighbourhood
The Harvey School multi-year asset trail
Sponsor-wide plan assets over time
All The Harvey School plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 23.17342862424229% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $13M |
| 2023 | 1 | 93 | $14M |
| 2024 | 1 | 98 | $15M |
The Harvey School filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 131740454 |
| Plan Effective Date | 1962-07-01 |
| 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
The Harvey School Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Clf Retirement Plan in MA ($14M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Clf Retirement Plan (MA) $14M · 116
- Easter Seals Delaware & Marylands Eastern Shore Retirement Plan (DE) $14M · 253
- Experimental Aircraft Association, Inc. 403(b) Tda Plan (WI) $14M · 142
- Bridgewell 403(b) Plan (MA) $14M · 964
Similar participant headcount
Nearest other-state filings by covered participants (93 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.