Other · DOL Form 5500 · 2024
Hackley School Retirement Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 274
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $398,052
- Avg per participant High balance/head
Official DOL plan name: Hackley School 403(b) DC and Tda Plan · Sponsored by Hackley School · New York · Educational Services
$109M in assets, 274 participants
Hackley School's Hackley School 403(b) DC and Tda Plan reported $109M in total assets and 274 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.
- #3,073 in Educational Services (3,638 peers)
Coverage in New York
Hackley School 403(b) DC and Tda Plan covers 274 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $109M.
- #3,073
- in Educational Services (3,638 peers)
- +12.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Hackley School 403(b) DC and Tda Plan's outsized position by total assets
Hackley School 403(b) DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$109,066,216 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
Hackley School 403(b) DC and Tda 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. Hackley School 403(b) DC and Tda Plan sits mid-pack in the medium band (274 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hackley School 403(b) DC and Tda Plan reported participants rose from 221 in the plan year 2023 filing to 274 in the plan year 2024 filing.
- Hackley School 403(b) DC and Tda Plan reported net income fell from $14M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Hackley School 403(b) DC and Tda Plan end-of-year assets rose from $97M in the plan year 2023 filing to $109M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 131740452 · Hackley School PY 2024 · Other
Hackley School 403(b) DC and Tda Plan · $109M · 274 · 91st
- EBSA $109M
- EBSA 274
- EBSA 91st
- EBSA Other
- EBSA near Virginia Hospital Center 403(b) Plan
- EBSA ind #3073
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 →
Hackley School 403(b) DC and Tda Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $12M |
| Employer EIN | 131740452 |
| Plan Effective Date | 1958-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hackley School)
Sponsor-wide plan assets over time
All Hackley School plans reported in each filing year
- Latest sponsor-wide plan assets
- $109M 31.968959030196448% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 237 | $83M |
| 2023 | 1 | 221 | $97M |
| 2024 | 1 | 274 | $109M |
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
Hackley School 403(b) DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Virginia Hospital Center 403(b) Plan in VA ($109M); by covered participants it is Lifecenter Northwest 403(b) Retirement Plan in WA (274 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Virginia Hospital Center 403(b) Plan (VA) $109M · 657
- Lurie Children's Surgical Foundation, Inc. Retirement Plan (IL) $109M · 100
- Weta 403(b) Tax Deferred Savings Plan (VA) $109M · 409
- Wofford College Defined Contribution Retirement Plan (SC) $109M · 447
Similar participant headcount
Nearest other-state filings by covered participants (274 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.