Other · DOL Form 5500 · 2023

Ithaka Harbors, Inc. Retirement Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
416
Participants Below avg headcount
93rd
Percentile by assets National rank
$343,727
Avg per participant High balance/head
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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.

  • #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.

#3,311
in Educational Services (3,735 peers)
+21.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Ithaka Harbors, Inc. 403(b) Retirement Plan's outsized position 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 $2,050,000,000 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

Ithaka Harbors, Inc. 403(b) 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. Ithaka Harbors, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (416 participants).

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 →

Plan-year Form 5500 strip

Filing strip 133857105 · Ithaka Harbors, Inc. PY 2023 · Other

Ithaka Harbors, Inc. 403(b) Retirement Plan · $143M · 416 · 93rd

  • IND $143M
  • EOY 416
  • 5500 93rd
  • ASSETS Other
  • PCT near Be the Match/Nmdp Employee Savings Plan
  • EIN ind #3311

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 →

Ithaka Harbors, Inc. 403(b) Retirement Plan in the asset neighbourhood

Fhn Matching Tax Deferred Annuity PlanFhn Matching Tax Deferred An…$143MIthaka Harbors, Inc. 403(b) Retirement PlanIthaka Harbors, Inc. 403(b) …$143MBe the Match/Nmdp Employee Savings PlanBe the Match/Nmdp Employee S…$143MTrustees of Deerfield Academy Defined Contribution Retirement PlanTrustees of Deerfield Academ…$143MAbilene Christian University 403(b) Retirement PlanAbilene Christian University…$143M
End-of-year total assets ($M) among Ithaka Harbors, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Ithaka Harbors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$161M 37.01879521334276% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $118M $161M ▲ +37.0%
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 ($B) Participants Ithaka Harbors, Inc. 403(b) Retirement Plan, Total assets ($B): 0.142990326 · Participants: 416Ithaka Harbors, Inc. 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Ithaka Harbors, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ithaka Harbors, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Ithaka Harbors, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Be the Match/Nmdp Employee Savings Plan in MN ($143M); by covered participants it is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 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).
Which Other plans cover a similar participant headcount to Ithaka Harbors, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Nupath, Inc. 403(b) Retirement Plan in MA (416 participants, $8M 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 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.