Other · DOL Form 5500 · 2024
American Friends of the Hebrew University, Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 53
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $528,960
- Avg per participant High balance/head
Official DOL plan name: American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan · Sponsored by American Friends of the Hebrew University, Inc. · New York · Educational Services
$28M in assets, 53 participants
American Friends of the Hebrew University, Inc.'s American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan reported $28M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #2,201 in Educational Services (3,638 peers)
Where American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits by assets
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $28M for 53 participants (~$528,960/participant), down 3.0% in 2024.
- #2,201
- in Educational Services (3,638 peers)
- -3.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $857K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's outsized position by total assets
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,034,891 Top 24% higher than 76% 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
American Friends of the Hebrew University 403(b) DC and 403(b) Tda 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. American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan reported net income fell from $3M in the plan year 2023 filing to -$857K in the plan year 2024 filing.
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan reported participants rose from 51 in the plan year 2023 filing to 53 in the plan year 2024 filing.
- American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan end-of-year assets fell from $29M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131568923 · American Friends of the Hebrew University, Inc. PY 2024 · Other
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan · $28M · 53 · 76th
- VS-ST $28M
- BOY 53
- SCH 76th
- EBSA Other
- PART near Alameda Alliance for Health Pension Plan
- TYPE ind #2201
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 →
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$857K |
| Employer EIN | 131568923 |
| Plan Effective Date | 1967-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Friends of the Hebrew University, Inc.)
Sponsor-wide plan assets over time
All American Friends of the Hebrew University, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 10.334726202338341% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $25M |
| 2023 | 1 | 51 | $29M |
| 2024 | 1 | 53 | $28M |
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
American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Alameda Alliance for Health Pension Plan in CA ($28M); by covered participants it is 403(b) Thrift Plan of Big Brothers Big Sisters Independence Region in PA (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Alameda Alliance for Health Pension Plan (CA) $28M · 558
- Ceres - 403(b) DC Plan (MA) $28M · 206
- Washington County Mental Health Services, Inc. 403b Plan (VT) $28M · 668
- Goodwill of San Antonio Retirement Savings Plan (TX) $28M · 1,869
Similar participant headcount
Nearest other-state filings by covered participants (53 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.