Other · DOL Form 5500 · 2024

Westchester Institute for Human Development Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
139
Participants Small participant base
71st
Percentile by assets National rank
$150,423
Avg per participant Above avg balance/head
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Official DOL plan name: Westchester Institute for Human Development 403(b) DC Plan · Sponsored by Westchester Institute for Human Development · New York · Healthcare & Social Assistance

$21M in assets, 139 participants

Westchester Institute for Human Development's Westchester Institute for Human Development 403(b) DC Plan reported $21M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,776 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Westchester Institute for Human Development 403(b) DC Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $21M.

#12,776
in Healthcare & Social Assistance (16,916 peers)
+9.9%
assets growth YoY

Westchester Institute for Human Development 403(b) DC Plan's outsized position by total assets

Westchester Institute for Human Development 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,908,789 Top 29% higher than 71% of 123,620 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 2024

Westchester Institute for Human Development 403(b) DC 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. Westchester Institute for Human Development 403(b) DC Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Westchester Institute for Human Development 403(b) DC Plan reported participants fell from 232 in the plan year 2023 filing to 139 in the plan year 2024 filing.
  • Westchester Institute for Human Development 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Westchester Institute for Human Development 403(b) DC Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200738248 · Westchester Institute for Human Development PY 2024 · Other

Westchester Institute for Human Development 403(b) DC Plan · $21M · 139 · 71st

  • TYPE $21M
  • NET 139
  • BOOK 71st
  • VS-ST Other
  • BOY near University Child Development School 403(b) Plan
  • SCH ind #12776

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 →

Westchester Institute for Human Development 403(b) DC Plan in the asset neighbourhood

University Child Development School 403(b) PlanUniversity Child Development…$21MFoss Home Tax Deferred Annuity PlanFoss Home Tax Deferred Annui…$21MWestchester Institute for Human Development 403(b) DC PlanWestchester Institute for Hu…$21MLubbock Christian University 403(b) PlanLubbock Christian University…$21MGoodwill of Greater Washington Tax Deferred Annuity PlanGoodwill of Greater Washingt…$21M
End-of-year total assets ($M) among Westchester Institute for Human Development 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN200738248
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westchester Institute for Human Development)

Sponsor-wide plan assets over time

All Westchester Institute for Human Development plans reported in each filing year

Latest sponsor-wide plan assets
$21M 27.15573070128227% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.4M $20.9M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 242 $16M
2023 1 232 $19M
2024 1 139 $21M

Nearby Other Plans in New York

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

Westchester Institute for Human Development 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Westchester Institute for Human Development 403(b) DC Plan, Total assets ($B): 0.020908789 · Participants: 139Westchester Institute for Human Development 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Westchester Institute for Human Development 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Westchester Institute for Human Development 403(b) DC Plan side-by-side with 3 peers →

Westchester Institute for Human Development 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is University Child Development School 403(b) Plan in WA ($21M); by covered participants it is River Oak Center for Children 403b Plan in CA (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westchester Institute for Human Development 403(b) DC Plan assets move in 2024? ▼
Westchester Institute for Human Development 403(b) DC Plan grew at a solid clip - up 9.9% during 2024, from $19M to $21M. Reported net income was $2M.
How have Westchester Institute for Human Development plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westchester Institute for Human Development's sponsor-wide assets grew 27.2%, from $16M to $21M.
Which Other plans are similar in size to Westchester Institute for Human Development 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is University Child Development School 403(b) Plan in WA ($21M, 108 participants).
Which Other plans cover a similar participant headcount to Westchester Institute for Human Development 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is River Oak Center for Children 403b Plan in CA (139 participants, $9M in assets).

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 200738248.

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.