Other · DOL Form 5500 · 2023

Notre Dame De Lourdes Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
41
Participants Small participant base
35th
Percentile by assets National rank
$69,138
Avg per participant Below avg balance/head
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Official DOL plan name: Notre Dame High School Tda 403b Plan · Sponsored by Notre Dame De Lourdes · New York · Educational Services

$3M in assets, 41 participants

Notre Dame De Lourdes's Notre Dame High School Tda 403b Plan reported $3M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #858 in Educational Services (3,735 peers)

2023 asset change

Notre Dame High School Tda 403b Plan grew at a solid clip 10.1% in 2023 ($3M → $3M) for 41 participants.

#858
in Educational Services (3,735 peers)
+10.1%
assets growth YoY

Notre Dame High School Tda 403b Plan's mid-pack asset rank among Educational Services and all filers

Notre Dame High School Tda 403b Plan vs every filed plan by assets

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

$2,834,639 35th percentile higher than 35% 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

Notre Dame High School Tda 403b Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Notre Dame High School Tda 403b Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Notre Dame High School Tda 403b Plan reported net income rose from $183K in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Notre Dame High School Tda 403b Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Notre Dame High School Tda 403b Plan reported participants fell from 44 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160791040 · Notre Dame De Lourdes PY 2023 · Other

Notre Dame High School Tda 403b Plan · $3M · 41 · 35th

  • PART $3M
  • PART 41
  • PART 35th
  • PART Other
  • PART near Sussex County Senior Services Retirement Plan
  • PART ind #858

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 →

Notre Dame High School Tda 403b Plan in the asset neighbourhood

League of American Bicyclists 403b PlanLeague of American Bicyclist…$3MGoodwill 403(b) Plan$3MNotre Dame High School Tda 403b PlanNotre Dame High School Tda 4…$3MSussex County Senior Services Retirement PlanSussex County Senior Service…$3M403(b) Thrift Plan for Employees of Open Door Health Center403(b) Thrift Plan for Emplo…$3M
End-of-year total assets ($M) among Notre Dame High School Tda 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Notre Dame De Lourdes years around the 2023 move

Sponsor-wide plan assets over time

All Notre Dame De Lourdes plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.044638408353013% vs 2022
2023 filing year
$4M$4.2M$4.4M$4.6M 20222023 $4.17M $4.55M ▲ +9.1%
Year Plans Participants Total Assets
2022 2 73 $4M
2023 2 65 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$260K
Employer EIN160791040
Plan Effective Date1995-06-27
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Notre Dame High School Tda 403b Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Notre Dame High School Tda 403b Plan, Total assets ($B): 0.002834639 · Participants: 41Notre Dame High School Tda 403b 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
Notre Dame High School Tda 403b Plan vs. nearby Other plans in New York, assets vs. participants

Notre Dame High School Tda 403b Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Sussex County Senior Services Retirement Plan in DE ($3M); by covered participants it is Calverton School 403(b) Retirement Plan in MD (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Notre Dame High School Tda 403b Plan assets move in 2023?
Notre Dame High School Tda 403b Plan grew at a solid clip - up 10.1% during 2023, from $3M to $3M. Reported net income was $260K.
How have Notre Dame De Lourdes plan assets changed over time?
Across 2 plan years on file (2022-2023), Notre Dame De Lourdes's sponsor-wide assets grew 9.0%, from $4M to $5M.
Which Other plans are similar in size to Notre Dame High School Tda 403b Plan?
Among Other plans in other states, the closest by assets is Sussex County Senior Services Retirement Plan in DE ($3M, 31 participants).
Which Other plans cover a similar participant headcount to Notre Dame High School Tda 403b Plan?
Among Other plans in other states, the closest by covered participants is Calverton School 403(b) Retirement Plan in MD (41 participants, $7M in assets).