Other · DOL Form 5500 · 2023
The House of the Good Shepherd Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 361
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $32,282
- Avg per participant Low balance/head
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.
- #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.
- #11,905
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
The House of the Good Shepherd 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The House of the Good Shepherd 403(b) Thrift 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. The House of the Good Shepherd 403(b) Thrift Plan sits mid-pack in the medium band (361 participants).
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.
Form 5500 schedule snapshot
Filing strip 150532199 · The House of the Good Shepherd PY 2023 · Other
The House of the Good Shepherd 403(b) Thrift Plan · $12M · 361 · 62nd
- ASSETS $12M
- ASSETS 361
- ASSETS 62nd
- ASSETS Other
- ASSETS near Columbus Association for the Performing Arts 403(b) Plan
- ASSETS ind #11905
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The House of the Good Shepherd 403(b) Thrift Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 150532199 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The House of the Good Shepherd)
Sponsor-wide plan assets over time
All The House of the Good Shepherd plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 35.707602024373664% vs 2022
- 2024 filing year
| 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.
- 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 House of the Good Shepherd 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Columbus Association for the Performing Arts 403(b) Plan in OH ($12M); by covered participants it is The College of Idaho 403(b) Retirement Plan in ID (361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (361 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.