Other · DOL Form 5500 · 2023
Abraham Joshua Heschel School Retirement Plan
Data updated 2026-08-25
- $83M
- Total assets Below avg plan size
- 254
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $325,905
- Avg per participant High balance/head
Official DOL plan name: Abraham Joshua Heschel School Defined Contribution Retirement Plan · Sponsored by Abraham Joshua Heschel School · New York · Educational Services
$83M in assets, 254 participants
Abraham Joshua Heschel School's Abraham Joshua Heschel School Defined Contribution Retirement Plan reported $83M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,067 in Educational Services (3,735 peers)
Coverage in New York
Abraham Joshua Heschel School Defined Contribution Retirement Plan covers 254 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $83M.
- #3,067
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Abraham Joshua Heschel School Defined Contribution Retirement Plan's outsized position by total assets
Abraham Joshua Heschel School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$82,779,756 Top 10% higher than 90% 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
Abraham Joshua Heschel School Defined Contribution Retirement 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. Abraham Joshua Heschel School Defined Contribution Retirement Plan sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Abraham Joshua Heschel School Defined Contribution Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Abraham Joshua Heschel School Defined Contribution Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $83M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 133091539 · Abraham Joshua Heschel School PY 2023 · Other
Abraham Joshua Heschel School Defined Contribution Retirement Plan · $83M · 254 · 90th
- TYPE $83M
- NET 254
- BOOK 90th
- VS-ST Other
- BOY near Hopkins School Defined Contribution Retirement Plan
- SCH ind #3067
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 →
Abraham Joshua Heschel School Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $83M |
| Net Income | $13M |
| Employer EIN | 133091539 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Abraham Joshua Heschel School)
Sponsor-wide plan assets over time
All Abraham Joshua Heschel School plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 34.194788664839386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 253 | $70M |
| 2023 | 1 | 254 | $83M |
| 2024 | 1 | 287 | $94M |
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
Abraham Joshua Heschel School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Hopkins School Defined Contribution Retirement Plan in CT ($83M); by covered participants it is Chinatown Cdc 403(b) Plan in CA (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($83M here).
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- Chinatown Cdc 403(b) Plan (CA) 254 · 0 off
- Brightpoint 403(b) Plan (IN) 254 · 0 off
- Bonnie Brae Retirement Plan (NJ) 254 · 0 off
- National Safety Council 403(b) Retirement Plan (IL) 254 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.