Other · DOL Form 5500 · 2024
Hartwick College Retirement Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 514
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $205,097
- Avg per participant Above avg balance/head
Official DOL plan name: Hartwick College 403(b) Retirement Plan · Sponsored by Hartwick College · New York · Educational Services
$105M in assets, 514 participants
Hartwick College's Hartwick College 403(b) Retirement Plan reported $105M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,057 in Educational Services (3,638 peers)
Where Hartwick College 403(b) Retirement Plan sits by assets
Hartwick College 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $105M for 514 participants (~$205,097/participant), up 8.3% in 2024.
- #3,057
- in Educational Services (3,638 peers)
- +8.3%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Hartwick College 403(b) Retirement Plan's outsized position by total assets
Hartwick College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$105,419,979 Top 9% higher than 91% 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
Hartwick College 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hartwick College 403(b) Retirement Plan sits mid-pack in the medium band (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hartwick College 403(b) Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Hartwick College 403(b) Retirement Plan end-of-year assets rose from $97M in the plan year 2023 filing to $105M in the plan year 2024 filing.
- Hartwick College 403(b) Retirement Plan reported participants rose from 506 in the plan year 2023 filing to 514 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 150533561 · Hartwick College PY 2024 · Other
Hartwick College 403(b) Retirement Plan · $105M · 514 · 91st
- RANK $105M
- RANK 514
- RANK 91st
- RANK Other
- RANK near University Physicians and Surgeons, Inc. Retirement Plan
- RANK ind #3057
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 →
Hartwick College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $8M |
| Employer EIN | 150533561 |
| Plan Effective Date | 1963-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hartwick College)
Sponsor-wide plan assets over time
All Hartwick College plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 19.82385072059364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 483 | $88M |
| 2023 | 1 | 506 | $97M |
| 2024 | 1 | 514 | $105M |
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
Hartwick College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University Physicians and Surgeons, Inc. Retirement Plan in WV ($105M); by covered participants it is Iolani School Defined Contribution Retirement Plan in HI (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- University Physicians and Surgeons, Inc. Retirement Plan (WV) $105M · 1,402
- Art Center College of Design Savings Plan (CA) $105M · 1,516
- The University of Scranton 403(b) Plan (PA) $105M · 667
- Radio Free Asia Defined Contribution Retirement Plan (DC) $106M · 344
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
- Iolani School Defined Contribution Retirement Plan (HI) 514 · 0 off
- Agespan, Inc. Tax Sheltered Annuity (MA) 514 · 0 off
- IBEW Local 596 Pension Fund (WV) 515 · 1 off
- Claremont Graduate University Academic Retirement Plan (CA) 513 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.