Other · DOL Form 5500 · 2024
Harmony Hill School, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $20,175
- Avg per participant Low balance/head
Official DOL plan name: Harmony Hill School Tax Sheltered Annuity Plan · Sponsored by Harmony Hill School, Inc. · Rhode Island · Educational Services
$3M in assets, 150 participants
Harmony Hill School, Inc.'s Harmony Hill School Tax Sheltered Annuity Plan reported $3M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #783 in Educational Services (3,638 peers)
Coverage in Rhode Island
Harmony Hill School Tax Sheltered Annuity Plan covers 150 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $3M.
- #783
- in Educational Services (3,638 peers)
- +17.1%
- assets growth YoY
Harmony Hill School Tax Sheltered Annuity Plan's mid-pack asset rank among Educational Services and all filers
Harmony Hill School Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,026,222 34th percentile higher than 34% 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
Harmony Hill School Tax Sheltered Annuity 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. Harmony Hill School Tax Sheltered Annuity Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harmony Hill School Tax Sheltered Annuity Plan reported net income rose from $210K in the plan year 2023 filing to $441K in the plan year 2024 filing.
- Harmony Hill School Tax Sheltered Annuity Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 050369168 · Harmony Hill School, Inc. PY 2024 · Other
Harmony Hill School Tax Sheltered Annuity Plan · $3M · 150 · 34th
- PART $3M
- PART 150
- PART 34th
- PART Other
- PART near 403(b) Thrift Plan for Employees of the Arc of Butler County
- PART ind #783
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 Rhode Island →
Harmony Hill School Tax Sheltered Annuity Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $441K |
| Employer EIN | 050369168 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harmony Hill School, Inc.)
Sponsor-wide plan assets over time
All Harmony Hill School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 27.402225123340806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $2M |
| 2023 | 1 | 149 | $3M |
| 2024 | 1 | 150 | $3M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Roger Williams University Retirement Plan $360M · 3,017
Harmony Hill School Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is 403(b) Thrift Plan for Employees of the Arc of Butler County in PA ($3M); by covered participants it is Tyrone Hospital 403(b) Plan in PA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- Tyrone Hospital 403(b) Plan (PA) 150 · 0 off
- Resurrection Christian School 403(b) Plan (CO) 150 · 0 off
- Friendship Place Retirement and Employee Savings Plan (DC) 150 · 0 off
- Local Government Corporation Retirement Plan (TN) 150 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.