Other · DOL Form 5500 · 2024

Hartwick College Retirement Plan

Data updated 2026-08-11

$105M
Total assets
514
Participants
91st
Percentile by assets
$205,097
Avg per participant
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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.

  • 91st percentile by assets (of 123,622 plans)
  • #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.

$105M
total plan assets (2024 EOY)
514
covered participants
91st
percentile by assets (of 123,622 plans)
$205,097
avg assets per participant

Where Hartwick College 403(b) Retirement Plan sits 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

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

  • 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.

See the national 2023→2024 release diff →

State
New York
Industry
Educational Services

Hartwick College 403(b) Retirement Plan vs the 2024 asset distribution

By assets, Hartwick College 403(b) Retirement Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$105M
Net Income$8M
Employer EIN150533561
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hartwick College)

$80M$90M$100M$110M 202220232024 $88M $105M ▲ +19.8%
Total plan assets by year, all Hartwick College plans on file
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.

Hartwick College 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hartwick College 403…, Total assets ($B): 0.105419979 · Participants: 514Hartwick College 403…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 …
Hartwick College 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Hartwick College 403(b) Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Hartwick College 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Hartwick College 403(b) Retirement Plan assets move in 2024? ▼
Hartwick College 403(b) Retirement Plan grew at a solid clip - up 8.3% during 2024, from $97M to $105M. Reported net income was $8M.
How have Hartwick College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hartwick College's sponsor-wide assets grew 19.8%, from $88M to $105M.
Where does Hartwick College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hartwick College 403(b) Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hartwick College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University Physicians and Surgeons, Inc. Retirement Plan in WV ($105M, 1,402 participants).

Next read for Hartwick College 403(b) Retirement Plan

Scale reading

Ways to act on Hartwick College 403(b) Retirement 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 150533561.

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.