Other · DOL Form 5500 · 2024
The Harvey School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $157,476
- Avg per participant Above avg balance/head
Official DOL plan name: The Harvey School Retirement Plan · Sponsored by The Harvey School · New York · Educational Services
$15M in assets, 98 participants
The Harvey School's The Harvey School Retirement Plan reported $15M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #1,730 in Educational Services (3,638 peers)
The Harvey School multi-year trail
The Harvey School's plans moved +23.2% in assets from 2022 to 2024; this filing shows The Harvey School Retirement Plan at $15M / 98 participants.
- #1,730
- in Educational Services (3,638 peers)
- +7.5%
- assets growth YoY
The Harvey School Retirement Plan's mid-pack asset rank among Educational Services and all filers
The Harvey School Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,432,660 Top 35% higher than 65% 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
The Harvey School Retirement 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. The Harvey School Retirement Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Harvey School Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Harvey School Retirement Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- The Harvey School Retirement Plan reported participants rose from 93 in the plan year 2023 filing to 98 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131740454 · The Harvey School PY 2024 · Other
The Harvey School Retirement Plan · $15M · 98 · 65th
- PHOTO $15M
- PHOTO 98
- PHOTO 65th
- PHOTO Other
- PHOTO near Step, Inc. 403(b) Plan
- PHOTO ind #1730
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 →
The Harvey School Retirement Plan in the asset neighbourhood
The Harvey School multi-year asset trail
Sponsor-wide plan assets over time
All The Harvey School plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 23.17342862424229% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $13M |
| 2023 | 1 | 93 | $14M |
| 2024 | 1 | 98 | $15M |
The Harvey School filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 131740454 |
| Plan Effective Date | 1962-07-01 |
| Filing Status | FILING RECEIVED |
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
The Harvey School Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Step, Inc. 403(b) Plan in PA ($15M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Step, Inc. 403(b) Plan (PA) $15M · 296
- The Infirmary 403(b) Plan (AL) $15M · 318
- Starfish Family Services, Inc. DC Plan (MI) $15M · 522
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan (PA) $15M · 280
Similar participant headcount
Nearest other-state filings by covered participants (98 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.