Other · DOL Form 5500 · 2024
Ithaka Harbors, Inc. Retirement Plan
Data updated 2026-08-25
- $161M
- Total assets Near avg plan size
- 421
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $382,650
- Avg per participant High balance/head
Official DOL plan name: Ithaka Harbors, Inc. 403(b) Retirement Plan · Sponsored by Ithaka Harbors, Inc. · New York · Educational Services
$161M in assets, 421 participants
Ithaka Harbors, Inc.'s Ithaka Harbors, Inc. 403(b) Retirement Plan reported $161M in total assets and 421 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,226 in Educational Services (3,638 peers)
Where Ithaka Harbors, Inc. 403(b) Retirement Plan sits by assets
Ithaka Harbors, Inc. 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $161M for 421 participants (~$382,650/participant), up 12.7% in 2024.
- #3,226
- in Educational Services (3,638 peers)
- +12.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Ithaka Harbors, Inc. 403(b) Retirement Plan's outsized position by total assets
Ithaka Harbors, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$161,095,605 Top 7% higher than 93% 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
Ithaka Harbors, Inc. 403(b) Retirement 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. Ithaka Harbors, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (421 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ithaka Harbors, Inc. 403(b) Retirement Plan reported net income fell from $25M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Ithaka Harbors, Inc. 403(b) Retirement Plan end-of-year assets rose from $143M in the plan year 2023 filing to $161M in the plan year 2024 filing.
- Ithaka Harbors, Inc. 403(b) Retirement Plan reported participants rose from 416 in the plan year 2023 filing to 421 in the plan year 2024 filing.
DOL schedule card
Filing strip 133857105 · Ithaka Harbors, Inc. PY 2024 · Other
Ithaka Harbors, Inc. 403(b) Retirement Plan · $161M · 421 · 93rd
- RANK $161M
- RANK 421
- RANK 93rd
- RANK Other
- RANK near California Lutheran University Employee Retirement Plan
- RANK ind #3226
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 →
Ithaka Harbors, Inc. 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | $18M |
| Employer EIN | 133857105 |
| Plan Effective Date | 1996-10-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ithaka Harbors, Inc.)
Sponsor-wide plan assets over time
All Ithaka Harbors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 37.01879521334276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 392 | $118M |
| 2023 | 1 | 416 | $143M |
| 2024 | 1 | 421 | $161M |
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
Ithaka Harbors, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is California Lutheran University Employee Retirement Plan in CA ($161M); by covered participants it is Alliance Healthcare Services Employee Retirement Plan in TN (421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161M here).
- California Lutheran University Employee Retirement Plan (CA) $161M · 645
- Hampshire College 403(b) Retirement Plan (MA) $161M · 280
- NECA Local 145 IBEW Annuity and Profit Sharing Pla (IL) $162M · 1,103
- Oneblood 403(b) Retirement Plan (FL) $160M · 2,592
Similar participant headcount
Nearest other-state filings by covered participants (421 participants); asset peers above are excluded.
- Alliance Healthcare Services Employee Retirement Plan (TN) 421 · 0 off
- Stanley Street Treatment and Resources, Inc. 403(b) Plan (MA) 421 · 0 off
- Trustees of Deerfield Academy Defined Contribution Retirement Plan (MA) 421 · 0 off
- The Columbus Academy Defined Contribution Retirement Plan (OH) 421 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.