401(k) · DOL Form 5500 · 2023

Hawthorne Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
249
Participants Below avg headcount
51st
Percentile by assets National rank
$27,480
Avg per participant Low balance/head
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Official DOL plan name: Hawthorne Foundation Inc. Retirement Plan & Trust · Sponsored by Hawthorne Foundation, Inc. · New York · Educational Services

$7M in assets, 249 participants

Hawthorne Foundation, Inc.'s Hawthorne Foundation Inc. Retirement Plan & Trust reported $7M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,301 in Educational Services (3,735 peers)

Coverage in New York

Hawthorne Foundation Inc. Retirement Plan & Trust covers 249 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $7M.

#1,301
in Educational Services (3,735 peers)
+18.7%
assets growth YoY

Hawthorne Foundation Inc. Retirement Plan & Trust's mid-pack asset rank among Educational Services and all filers

Hawthorne Foundation Inc. Retirement Plan & Trust vs every filed plan by assets

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

$6,842,640 Top 49% higher than 51% 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

Hawthorne Foundation Inc. Retirement Plan & Trust 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. Hawthorne Foundation Inc. Retirement Plan & Trust sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hawthorne Foundation Inc. Retirement Plan & Trust reported net income rose from $405K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Hawthorne Foundation Inc. Retirement Plan & Trust reported participants rose from 208 in the plan year 2022 filing to 249 in the plan year 2023 filing.
  • Hawthorne Foundation Inc. Retirement Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133447893 · Hawthorne Foundation, Inc. PY 2023 · 401(k)

Hawthorne Foundation Inc. Retirement Plan & Trust · $7M · 249 · 51st

  • 5500 $7M
  • 5500 249
  • 5500 51st
  • 5500 401(k)
  • 5500 near Quest, Inc. 401(k) Plan
  • 5500 ind #1301

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 →

Hawthorne Foundation Inc. Retirement Plan & Trust in the asset neighbourhood

Hawthorne Foundation Inc. Retirement Plan & TrustHawthorne Foundation Inc. Re…$7MQuest, Inc. 401(k) Plan$7MThe Scarbrough Group, Inc. 401(k) Savings PlanThe Scarbrough Group, Inc. 4…$7MClifford Farmers Elevator 401(k) Profit Sharing PlanClifford Farmers Elevator 40…$7MThe Medical Team, Inc. Employee Benefit PlanThe Medical Team, Inc. Emplo…$7M
End-of-year total assets ($M) among Hawthorne Foundation Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN133447893
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hawthorne Foundation, Inc.)

Sponsor-wide plan assets over time

All Hawthorne Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.039510415884155% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $13.5M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 569 $11M
2023 2 640 $13M
2024 2 688 $13M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hawthorne Foundation Inc. Retirement Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hawthorne Foundation Inc. Retirement Plan & Trust, Total assets ($B): 0.00684264 · Participants: 249Hawthorne Foundation Inc. Retirement Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hawthorne Foundation Inc. Retirement Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hawthorne Foundation Inc. Retirement Plan & Trust side-by-side with 3 peers →

Hawthorne Foundation Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Quest, Inc. 401(k) Plan in FL ($7M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Hawthorne Foundation Inc. Retirement Plan & Trust assets move in 2023? ▼
Hawthorne Foundation Inc. Retirement Plan & Trust grew sharply - up 18.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Hawthorne Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawthorne Foundation, Inc.'s sponsor-wide assets grew 20.0%, from $11M to $13M.
Which 401(k) plans are similar in size to Hawthorne Foundation Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quest, Inc. 401(k) Plan in FL ($7M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Hawthorne Foundation Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants, N/A in assets).

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 133447893.

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.