Other · DOL Form 5500 · 2023

Ithaka Harbors, Inc. Retirement Plan

Data updated 2026-08-11

$143M
Total assets
416
Participants
93rd
Percentile by assets
$343,727
Avg per participant
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Official DOL plan name: Ithaka Harbors, Inc. 403(b) Retirement Plan · Sponsored by Ithaka Harbors, Inc. · New York · Educational Services

$143M in assets, 416 participants

Ithaka Harbors, Inc.'s Ithaka Harbors, Inc. 403(b) Retirement Plan reported $143M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #3,311 in Educational Services (3,735 peers)

Where Ithaka Harbors, Inc. 403(b) Retirement Plan sits by assets

Ithaka Harbors, Inc. 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $143M for 416 participants (~$343,727/participant), up 21.6% in 2023.

$143M
total plan assets (2023 EOY)
416
covered participants
93rd
percentile by assets (of 127,072 plans)
$343,727
avg assets per participant

Where Ithaka Harbors, Inc. 403(b) Retirement Plan sits by total assets

Ithaka Harbors, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$142,990,326 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ithaka Harbors, Inc. 403(b) Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Ithaka Harbors, Inc. 403(b) Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • Ithaka Harbors, Inc. 403(b) Retirement Plan reported participants rose from 392 in the plan year 2022 filing to 416 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Ithaka Harbors, Inc. 403(b) Retirement Plan vs the 2023 asset distribution

By assets, Ithaka Harbors, Inc. 403(b) Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$143M
Net Income$25M
Employer EIN133857105
Plan Effective Date1996-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Ithaka Harbors, Inc.)

$100M$120M$140M$160M$180M 202220232024 $118M $161M ▲ +37.0%
Total plan assets by year, all Ithaka Harbors, Inc. plans on file
Year Plans Participants Total Assets
2022 1 392 $118M
2023 1 416 $143M
2024 1 421 $161M

Nearby Other Plans in New York

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

Ithaka Harbors, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ithaka Harbors, Inc.…, Total assets ($B): 0.142990326 · Participants: 416Ithaka Harbors, Inc.…Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
Ithaka Harbors, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ithaka Harbors, Inc. 403(b) Retirement P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Ithaka Harbors, Inc. 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Ithaka Harbors, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Ithaka Harbors, Inc. 403(b) Retirement Plan grew sharply - up 21.6% during 2023, from $118M to $143M. Reported net income was $25M.
How have Ithaka Harbors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ithaka Harbors, Inc.'s sponsor-wide assets grew 37.0%, from $118M to $161M.
Where does Ithaka Harbors, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Ithaka Harbors, Inc. 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Ithaka Harbors, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Be the Match/Nmdp Employee Savings Plan in MN ($143M, 1,585 participants).

Next read for Ithaka Harbors, Inc. 403(b) Retirement P…

Scale reading

Ways to act on Ithaka Harbors, Inc. 403(b) Retirement Plan's numbers.

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 133857105.

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.