Other · DOL Form 5500 · 2024
Harbor Country Day School Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $99,087
- Avg per participant Below avg balance/head
Official DOL plan name: Harbor Country Day School 403(b) DC Plan · Sponsored by Harbor Country Day School · New York · Educational Services
$4M in assets, 38 participants
Harbor Country Day School's Harbor Country Day School 403(b) DC Plan reported $4M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #860 in Educational Services (3,638 peers)
Harbor Country Day School multi-year trail
Harbor Country Day School's plans moved +19.9% in assets from 2022 to 2024; this filing shows Harbor Country Day School 403(b) DC Plan at $4M / 38 participants.
- #860
- in Educational Services (3,638 peers)
- +7.9%
- assets growth YoY
Harbor Country Day School 403(b) DC Plan's mid-pack asset rank among Educational Services and all filers
Harbor Country Day School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,765,303 37th percentile higher than 37% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Harbor Country Day School 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harbor Country Day School 403(b) DC Plan is a small filing (38 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harbor Country Day School 403(b) DC Plan reported net income fell from $350K in the plan year 2023 filing to $275K in the plan year 2024 filing.
- Harbor Country Day School 403(b) DC Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Harbor Country Day School 403(b) DC Plan reported participants fell from 40 in the plan year 2023 filing to 38 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 111864959 · Harbor Country Day School PY 2024 · Other
Harbor Country Day School 403(b) DC Plan · $4M · 38 · 37th
- PART $4M
- TYPE 38
- NET 37th
- BOOK Other
- VS-ST near Shcmhc 403(b) Plan
- BOY ind #860
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 →
Harbor Country Day School 403(b) DC Plan in the asset neighbourhood
Harbor Country Day School multi-year asset trail
Sponsor-wide plan assets over time
All Harbor Country Day School plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.923121610414032% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $3M |
| 2023 | 1 | 40 | $3M |
| 2024 | 1 | 38 | $4M |
Harbor Country Day School filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $275K |
| Employer EIN | 111864959 |
| Plan Effective Date | 1968-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Harbor Country Day School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Shcmhc 403(b) Plan in WV ($4M); by covered participants it is Trinity Anglican Seminary Retirement Plan 3 in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Shcmhc 403(b) Plan (WV) $4M · 392
- 403(b) Thrift Plan for Employees of Girl Scouts of Western Washington (WA) $4M · 164
- Akron Canton Regional Foodbank 403b Plan (OH) $4M · 93
- Upac 403b Plan (CA) $4M · 224
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
- Trinity Anglican Seminary Retirement Plan 3 (PA) 38 · 0 off
- Charles F. Kettering Foundation Deferred Compensation Plan (OH) 38 · 0 off
- Mar-Cal Properties Employees Profit Sharing Plan (DC) 37 · 1 off
- Tiaa-Cref 403(b) Defined Contribution Retirement Plan for Faculty and Administrators of Deep Springs College (NV) 37 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.