Other · DOL Form 5500 · 2023

Harmony Hill School, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
149
Participants Small participant base
34th
Percentile by assets National rank
$17,351
Avg per participant Low balance/head
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Official DOL plan name: Harmony Hill School Tax Sheltered Annuity Plan · Sponsored by Harmony Hill School, Inc. · Rhode Island · Educational Services

$3M in assets, 149 participants

Harmony Hill School, Inc.'s Harmony Hill School Tax Sheltered Annuity Plan reported $3M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

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

Coverage in Rhode Island

Harmony Hill School Tax Sheltered Annuity Plan covers 149 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $3M.

#819
in Educational Services (3,735 peers)
+8.8%
assets growth YoY

Harmony Hill School Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers

Harmony Hill School Tax Sheltered Annuity Plan vs every filed plan by assets

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

$2,585,288 34th percentile higher than 34% 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

Harmony Hill School Tax Sheltered Annuity 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. Harmony Hill School Tax Sheltered Annuity Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harmony Hill School Tax Sheltered Annuity Plan reported net income fell from $308K in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • Harmony Hill School Tax Sheltered Annuity Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Harmony Hill School Tax Sheltered Annuity Plan reported participants rose from 138 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 050369168 · Harmony Hill School, Inc. PY 2023 · Other

Harmony Hill School Tax Sheltered Annuity Plan · $3M · 149 · 34th

  • PCT $3M
  • PCT 149
  • PCT 34th
  • PCT Other
  • PCT near The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan
  • PCT ind #819

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 Rhode Island →

Harmony Hill School Tax Sheltered Annuity Plan in the asset neighbourhood

Harmony Hill School Tax Sheltered Annuity PlanHarmony Hill School Tax Shel…$3MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3MAlliance Healthcare Services Employee RetirementAlliance Healthcare Services…$3MThe Fort Wayne Rescue Mission Ministries Inc. 403(b) PlanThe Fort Wayne Rescue Missio…$3MPromesa Behavioral Health 403(b) Retirement Plan Behavioral Health 403(b) Retirement PlanPromesa Behavioral Health 40…$3M
End-of-year total assets ($M) among Harmony Hill School Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$210K
Employer EIN050369168
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harmony Hill School, Inc.)

Sponsor-wide plan assets over time

All Harmony Hill School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 27.402225123340806% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.38M $3.03M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 138 $2M
2023 1 149 $3M
2024 1 150 $3M

Nearby Other Plans in Rhode Island

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

Harmony Hill School Tax Sheltered Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Harmony Hill School Tax Sheltered Annuity Plan, Total assets ($B): 0.002585288 · Participants: 149Harmony Hill School Tax Sheltered Annuity PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.400883938 · Participants: 1272Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.164361597 · Participants: 9416Lifespan Corporation 403(b)Retirement PlanBrown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.812750487 · Participants: 5630Brown University Defined Contribution Deferred Vesting Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.359922183 · Participants: 984Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.335932553 · Participants: 2740Roger Williams University Retirement Plan
Harmony Hill School Tax Sheltered Annuity Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare Harmony Hill School Tax Sheltered Annuity Plan side-by-side with 3 peers →

Harmony Hill School Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan in IN ($3M); by covered participants it is Evergreen Homes 403b Plan in PA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Harmony Hill School Tax Sheltered Annuity Plan assets move in 2023? ▼
Harmony Hill School Tax Sheltered Annuity Plan grew at a solid clip - up 8.8% during 2023, from $2M to $3M. Reported net income was $210K.
How have Harmony Hill School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harmony Hill School, Inc.'s sponsor-wide assets grew 27.4%, from $2M to $3M.
Which Other plans are similar in size to Harmony Hill School Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan in IN ($3M, 109 participants).
Which Other plans cover a similar participant headcount to Harmony Hill School Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Evergreen Homes 403b Plan in PA (149 participants, $4M 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 050369168.

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.