Other · DOL Form 5500 · 2023
Hackley School Retirement Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 221
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $438,739
- Avg per participant High balance/head
Official DOL plan name: Hackley School 403(b) DC and Tda Plan · Sponsored by Hackley School · New York · Educational Services
$97M in assets, 221 participants
Hackley School's Hackley School 403(b) DC and Tda Plan reported $97M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #3,153 in Educational Services (3,735 peers)
Coverage in New York
Hackley School 403(b) DC and Tda Plan covers 221 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $97M.
- #3,153
- in Educational Services (3,735 peers)
- +17.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Hackley School 403(b) DC and Tda Plan's outsized position by total assets
Hackley School 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$96,961,342 Top 9% higher than 91% 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
Hackley School 403(b) DC and Tda 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. Hackley School 403(b) DC and Tda Plan sits mid-pack in the medium band (221 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hackley School 403(b) DC and Tda Plan reported net income rose from -$11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Hackley School 403(b) DC and Tda Plan end-of-year assets rose from $83M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- Hackley School 403(b) DC and Tda Plan reported participants fell from 237 in the plan year 2022 filing to 221 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131740452 · Hackley School PY 2023 · Other
Hackley School 403(b) DC and Tda Plan · $97M · 221 · 91st
- PHOTO $97M
- IND 221
- EOY 91st
- 5500 Other
- ASSETS near Gilman School Defined Contribution Retirement Plan
- PCT ind #3153
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 →
Hackley School 403(b) DC and Tda Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $14M |
| Employer EIN | 131740452 |
| Plan Effective Date | 1958-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hackley School)
Sponsor-wide plan assets over time
All Hackley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 31.968959030196448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 237 | $83M |
| 2023 | 1 | 221 | $97M |
| 2024 | 1 | 274 | $109M |
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
Hackley School 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Gilman School Defined Contribution Retirement Plan in MD ($97M); by covered participants it is Proteus, Inc. 403(b) Plan in CA (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Gilman School Defined Contribution Retirement Plan (MD) $97M · 296
- Lurie Children's Surgical Foundation, Inc. Retirement Plan (IL) $97M · 128
- Franciscan University of Steubenville Defined Contribution Retirement Plan (OH) $97M · 364
- Lawrence Technological University DC Retirement Plan (MI) $97M · 455
Similar participant headcount
Nearest other-state filings by covered participants (221 participants); asset peers above are excluded.
- Proteus, Inc. 403(b) Plan (CA) 221 · 0 off
- Alliant Health Solutions, Inc. 403(b) Plan (GA) 221 · 0 off
- Group Health Plan, Inc. 403(b)(7) Plan (MN) 221 · 0 off
- The Musical Arts Association 403(b) Retirement Plan (OH) 221 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.