Other · DOL Form 5500 · 2024
The House of the Good Shepherd Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 391
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $33,913
- Avg per participant Low balance/head
Official DOL plan name: The House of the Good Shepherd 403(b) Thrift Plan · Sponsored by The House of the Good Shepherd · New York · Healthcare & Social Assistance
$13M in assets, 391 participants
The House of the Good Shepherd's The House of the Good Shepherd 403(b) Thrift Plan reported $13M in total assets and 391 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,332 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
The House of the Good Shepherd 403(b) Thrift Plan covers 391 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #11,332
- in Healthcare & Social Assistance (16,916 peers)
- +13.8%
- assets growth YoY
The House of the Good Shepherd 403(b) Thrift Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The House of the Good Shepherd 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,260,154 Top 38% higher than 62% 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 House of the Good Shepherd 403(b) Thrift 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. The House of the Good Shepherd 403(b) Thrift Plan sits mid-pack in the medium band (391 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The House of the Good Shepherd 403(b) Thrift Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The House of the Good Shepherd 403(b) Thrift Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- The House of the Good Shepherd 403(b) Thrift Plan reported participants rose from 361 in the plan year 2023 filing to 391 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 150532199 · The House of the Good Shepherd PY 2024 · Other
The House of the Good Shepherd 403(b) Thrift Plan · $13M · 391 · 62nd
- PART $13M
- PART 391
- PART 62nd
- PART Other
- PART near Sterling College Defined Contribution Plan
- PART ind #11332
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
The House of the Good Shepherd 403(b) Thrift Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 150532199 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The House of the Good Shepherd)
Sponsor-wide plan assets over time
All The House of the Good Shepherd plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 35.707602024373664% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $10M |
| 2023 | 1 | 361 | $12M |
| 2024 | 1 | 391 | $13M |
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 House of the Good Shepherd 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Sterling College Defined Contribution Plan in KS ($13M); by covered participants it is Crystal Springs, Inc. 403(b) Retirement Plan in MA (391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Sterling College Defined Contribution Plan (KS) $13M · 194
- Newcourtland Elder Services 403(b) Plan (PA) $13M · 352
- Southminster Retirement Plan (NC) $13M · 424
- Mainstream Living, Inc. 403(b) Plan (IA) $13M · 411
Similar participant headcount
Nearest other-state filings by covered participants (391 participants); asset peers above are excluded.
- Crystal Springs, Inc. 403(b) Retirement Plan (MA) 391 · 0 off
- H. B. Magruder Memorial Hospital 403(b) Plan (OH) 392 · 1 off
- Friendship Haven, Inc. Employees' Pension Plan (IA) 390 · 1 off
- Pennswood Village 403b Plan (PA) 392 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.