401(k)
2023 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Institutes of Applied Human Dynamics, Inc. ยท New York ยท Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. holds $16M for 870 participants - about $18,523 per participant, up 8.4% over the 2023 plan year.

$16M
total plan assets (2023 EOY)
870
covered participants
$18,523
avg assets per participant
+8.4%
assets growth YoY
Total Assets (2023)
$16M
Participants
870
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.

403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. is a 401(k) retirement plan sponsored by The Institutes of Applied Human Dynamics, Inc., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 870 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 132573827, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $16M at year-end โ€” a gain of 8.4%. Net assets (after liabilities) closed the year at $16M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$1M
Plan Type401(k)
Employer EIN132573827
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Institutes of Applied Human Dynamics, Inc.)

Year Plans Participants Total Assets
2022 1 689 $15M
2023 1 870 $16M
2024 1 1,000 $18M

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. holds $16M in total assets with 870 participants. It is sponsored by The Institutes of Applied Human Dynamics, Inc..
What type of plan is 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.?
403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. is a 401(k) plan. It has been effective since 1997-07-01. The plan is filed with the U.S. Department of Labor under EIN 132573827.
Who sponsors the 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.?
403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. is sponsored by The Institutes of Applied Human Dynamics, Inc., located in New York. The sponsor's EIN is 132573827 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. perform in 2023?
403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. grew by 8.4% during 2023, moving from $15M to $16M in total assets. Net income was $1M.
Where can I find official filings for 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 132573827 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. compare to other plans?
You can compare 403(b) Thrift Plan for Employees of the Institutes of Applied Human Dynamics, Inc. against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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) โ€” original filing retrieval by EIN 132573827.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.