Other · DOL Form 5500 · 2023

The House of the Good Shepherd Retirement Plan

Data updated 2026-08-11

$12M
Total assets
361
Participants
62nd
Percentile by assets
$32,282
Avg per participant
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Official DOL plan name: The House of the Good Shepherd 403(b) Thrift Plan · Sponsored by The House of the Good Shepherd · New York · Healthcare & Social Assistance

$12M in assets, 361 participants

The House of the Good Shepherd's The House of the Good Shepherd 403(b) Thrift Plan reported $12M in total assets and 361 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • 62nd percentile by assets (of 127,072 plans)
  • #11,905 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

The House of the Good Shepherd 403(b) Thrift Plan covers 361 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
361
covered participants
62nd
percentile by assets (of 127,072 plans)
$32,282
avg assets per participant

Where The House of the Good Shepherd 403(b) Thrift Plan sits by total assets

The House of the Good Shepherd 403(b) Thrift Plan vs every filed plan by assets

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

$11,653,897 Top 38% higher than 62% 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

  • The House of the Good Shepherd 403(b) Thrift Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The House of the Good Shepherd 403(b) Thrift Plan reported participants rose from 257 in the plan year 2022 filing to 361 in the plan year 2023 filing.
  • The House of the Good Shepherd 403(b) Thrift Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The House of the Good Shepherd 403(b) Thrift Plan reports 361 participants - about 45% of that state average ($12M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN150532199
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The House of the Good Shepherd)

$8M$10M$12M$14M 202220232024 $9.77M $13.3M ▲ +35.7%
Total plan assets by year, all The House of the Good Shepherd plans on file
Year Plans Participants Total Assets
2022 1 257 $10M
2023 1 361 $12M
2024 1 391 $13M

Nearby Other Plans in New York

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

The House of the Good Shepherd 403(b) Thrift Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The House of the Goo…, Total assets ($B): 0.011653897 · Participants: 361The House of the Goo…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 …
The House of the Good Shepherd 403(b) Thrift Plan vs. nearby Other plans in New York, assets vs. participants
Compare The House of the Good Shepherd 403(b) Th… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The House of the Good Shepherd 403(b) Thrift Plan by total assets, not by location.

Frequently Asked Questions

How did The House of the Good Shepherd 403(b) Thrift Plan assets move in 2023? ▼
The House of the Good Shepherd 403(b) Thrift Plan grew sharply - up 19.3% during 2023, from $10M to $12M. Reported net income was $2M.
How have The House of the Good Shepherd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The House of the Good Shepherd's sponsor-wide assets grew 35.7%, from $10M to $13M.
Which Other plans are similar in size to The House of the Good Shepherd 403(b) Thrift Plan? ▼
Among Other plans in other states, the closest by assets is Columbus Association for the Performing Arts 403(b) Plan in OH ($12M, 181 participants).

Next read for The House of the Good Shepherd 403(b) Th…

Filing takeaways

Ways to act on The House of the Good Shepherd 403(b) Thrift 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 150532199.

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.