401(k) · DOL Form 5500 · 2024

Hawthorne Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
432
Participants Below avg headcount
46th
Percentile by assets National rank
$14,596
Avg per participant Low balance/head
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Official DOL plan name: Hawthorne Foundation, Inc, 403(b) Tda Plan · Sponsored by Hawthorne Foundation, Inc. · New York · Educational Services

$6M in assets, 432 participants

Hawthorne Foundation, Inc.'s Hawthorne Foundation, Inc, 403(b) Tda Plan reported $6M in total assets and 432 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #1,101 in Educational Services (3,638 peers)

Hawthorne Foundation, Inc. multi-year trail

Hawthorne Foundation, Inc.'s plans moved +20.0% in assets from 2022 to 2024; this filing shows Hawthorne Foundation, Inc, 403(b) Tda Plan at $6M / 432 participants.

#1,101
in Educational Services (3,638 peers)
+4.7%
assets growth YoY

Hawthorne Foundation, Inc, 403(b) Tda Plan's mid-pack asset rank among Educational Services and all filers

Hawthorne Foundation, Inc, 403(b) Tda Plan vs every filed plan by assets

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

$6,305,428 46th percentile higher than 46% 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

Hawthorne Foundation, Inc, 403(b) 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. Hawthorne Foundation, Inc, 403(b) Tda Plan sits mid-pack in the medium band (432 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hawthorne Foundation, Inc, 403(b) Tda Plan reported net income fell from $564K in the plan year 2023 filing to $284K in the plan year 2024 filing.
  • Hawthorne Foundation, Inc, 403(b) Tda Plan reported participants rose from 391 in the plan year 2023 filing to 432 in the plan year 2024 filing.
  • Hawthorne Foundation, Inc, 403(b) Tda Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133447893 · Hawthorne Foundation, Inc. PY 2024 · 401(k)

Hawthorne Foundation, Inc, 403(b) Tda Plan · $6M · 432 · 46th

  • 5500 $6M
  • ASSETS 432
  • PCT 46th
  • EIN 401(k)
  • RANK near Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota
  • PHOTO ind #1101

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 →

Hawthorne Foundation, Inc, 403(b) Tda Plan in the asset neighbourhood

Hawthorne Foundation, Inc, 403(b) Tda PlanHawthorne Foundation, Inc, 4…$6MEmployee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart ToyotaEmployee Benefit Plan of Ste…$6MLevlad, LLC Profit Sharing PlanLevlad, LLC Profit Sharing P…$6MQuestspecialty Corporation 401(k) PlanQuestspecialty Corporation 4…$6MNorth Carolina Masonic Group Retirement PlanNorth Carolina Masonic Group…$6M
End-of-year total assets ($M) among Hawthorne Foundation, Inc, 403(b) Tda Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawthorne Foundation, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Hawthorne Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.039510415884155% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.2M $13.5M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 569 $11M
2023 2 640 $13M
2024 2 688 $13M

Hawthorne Foundation, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$284K
Employer EIN133447893
Plan Effective Date2005-09-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hawthorne Foundation, Inc, 403(b) Tda Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hawthorne Foundation, Inc, 403(b) Tda Plan, Total assets ($B): 0.006305428 · Participants: 432Hawthorne Foundation, Inc, 403(b) Tda PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hawthorne Foundation, Inc, 403(b) Tda Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hawthorne Foundation, Inc, 403(b) Tda Plan side-by-side with 3 peers →

Hawthorne Foundation, Inc, 403(b) Tda Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($6M); by covered participants it is Am LLC 401(k) Retirement Plan in VA (432 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (432 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 Hawthorne Foundation, Inc, 403(b) Tda Plan assets move in 2024? ▼
Hawthorne Foundation, Inc, 403(b) Tda Plan edged up modestly - up 4.7% during 2024, from $6M to $6M. Reported net income was $284K.
How have Hawthorne Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hawthorne Foundation, Inc.'s sponsor-wide assets grew 20.0%, from $11M to $13M.
Which 401(k) plans are similar in size to Hawthorne Foundation, Inc, 403(b) Tda Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Stewart Agency, Inc. D/B/a Earl Stewart Toyota in FL ($6M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Hawthorne Foundation, Inc, 403(b) Tda Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Am LLC 401(k) Retirement Plan in VA (432 participants, $1M 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 133447893.

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.