Other · DOL Form 5500 · 2024

Harbor Country Day School Retirement Plan

Data updated 2026-08-11

$4M
Total assets
38
Participants
37th
Percentile by assets
$99,087
Avg per participant
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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.

  • 37th percentile by assets (of 123,622 plans)
  • #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.

$4M
total plan assets (2024 EOY)
38
covered participants
37th
percentile by assets (of 123,622 plans)
$99,087
avg assets per participant

Where Harbor Country Day School 403(b) DC Plan sits by total assets

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

This plan $0 $2,010,000,000 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 2024

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.

See the national 2023→2024 release diff →

State
New York
Industry
Educational Services

Harbor Country Day School across 3 plan years on file

Across the 3 plan years Harbor Country Day School has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 19.9%, while reported participants moved from 40 to 38 (-5.0%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

Harbor Country Day School multi-year asset trail

$3M$3.2M$3.4M$3.6M$3.8M$4M 202220232024 $3.14M $3.77M ▲ +20.1%
Total plan assets by year, all Harbor Country Day School plans on file
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 EIN111864959
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Harbor Country Day School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Harbor Country Day S…, Total assets ($B): 0.003765303 · Participants: 38Harbor Country Day S…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
Harbor Country Day School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Harbor Country Day School 403(b) DC Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Harbor Country Day School 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Harbor Country Day School 403(b) DC Plan assets move in 2024? ▼
Harbor Country Day School 403(b) DC Plan grew at a solid clip - up 7.9% during 2024, from $3M to $4M. Reported net income was $275K.
How have Harbor Country Day School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harbor Country Day School's sponsor-wide assets grew 19.9%, from $3M to $4M.
Which Other plans are similar in size to Harbor Country Day School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Shcmhc 403(b) Plan in WV ($4M, 392 participants).

Next read for Harbor Country Day School 403(b) DC Plan

Multi-year trail

Ways to act on Harbor Country Day School 403(b) DC Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 111864959.

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.