Other · DOL Form 5500 · 2023

Henry Street Settlement Retirement Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
639
Participants Below avg headcount
80th
Percentile by assets National rank
$50,067
Avg per participant Low balance/head
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Official DOL plan name: Henry Street Settlement 403(b) Retirement Savings Plan · Sponsored by Henry Street Settlement · New York · Healthcare & Social Assistance

$32M in assets, 639 participants

Henry Street Settlement's Henry Street Settlement 403(b) Retirement Savings Plan reported $32M in total assets and 639 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,682 in Healthcare & Social Assistance (17,684 peers)

Where Henry Street Settlement 403(b) Retirement Savings Plan sits by assets

Henry Street Settlement 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $32M for 639 participants (~$50,067/participant), up 18.4% in 2023.

#14,682
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Henry Street Settlement 403(b) Retirement Savings Plan's outsized position by total assets

Henry Street Settlement 403(b) Retirement Savings Plan vs every filed plan by assets

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

$31,992,965 Top 20% higher than 80% 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

Henry Street Settlement 403(b) Retirement Savings 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. Henry Street Settlement 403(b) Retirement Savings Plan sits mid-pack in the medium band (639 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Henry Street Settlement 403(b) Retirement Savings Plan reported net income rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Henry Street Settlement 403(b) Retirement Savings Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Henry Street Settlement 403(b) Retirement Savings Plan reported participants rose from 597 in the plan year 2022 filing to 639 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131562242 · Henry Street Settlement PY 2023 · Other

Henry Street Settlement 403(b) Retirement Savings Plan · $32M · 639 · 80th

  • SCH $32M
  • SCH 639
  • SCH 80th
  • SCH Other
  • SCH near Clinica Family Health 403(b) Plan
  • SCH ind #14682

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Henry Street Settlement 403(b) Retirement Savings Plan in the asset neighbourhood

Shasta Community Health Center 403(b) PlanShasta Community Health Cent…$32MPfeiffer University Retirement PlanPfeiffer University Retireme…$32MHenry Street Settlement 403(b) Retirement Savings PlanHenry Street Settlement 403(…$32MClinica Family Health 403(b) PlanClinica Family Health 403(b)…$32MChildfund International, USA 403(b) Tax Deferred Annuity PlanChildfund International, USA…$32M
End-of-year total assets ($M) among Henry Street Settlement 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN131562242
Plan Effective Date2005-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Henry Street Settlement)

Sponsor-wide plan assets over time

All Henry Street Settlement plans reported in each filing year

Latest sponsor-wide plan assets
$36M 33.99750701162237% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $36.2M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 597 $27M
2023 1 639 $32M
2024 1 582 $36M

Nearby Other Plans in New York

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

Henry Street Settlement 403(b) Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Henry Street Settlement 403(b) Retirement Savings Plan, Total assets ($B): 0.031992965 · Participants: 639Henry Street Settlement 403(b) Retirement Savings 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
Henry Street Settlement 403(b) Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Henry Street Settlement 403(b) Retirement Savings Plan side-by-side with 3 peers →

Henry Street Settlement 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Clinica Family Health 403(b) Plan in CO ($32M); by covered participants it is Meridian Behavioral Healthcare, Inc. 403(b) Plan in FL (640 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (639 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 Henry Street Settlement 403(b) Retirement Savings Plan assets move in 2023? ▼
Henry Street Settlement 403(b) Retirement Savings Plan grew sharply - up 18.4% during 2023, from $27M to $32M. Reported net income was $5M.
How have Henry Street Settlement plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Henry Street Settlement's sponsor-wide assets grew 34.0%, from $27M to $36M.
Where does Henry Street Settlement 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Henry Street Settlement 403(b) Retirement Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Henry Street Settlement 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Clinica Family Health 403(b) Plan in CO ($32M, 669 participants).
Which Other plans cover a similar participant headcount to Henry Street Settlement 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Meridian Behavioral Healthcare, Inc. 403(b) Plan in FL (640 participants, $11M 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 131562242.

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.