Other · DOL Form 5500 · 2024
Henry Street Settlement Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 582
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $62,187
- Avg per participant Low balance/head
Official DOL plan name: Henry Street Settlement 403(b) Retirement Savings Plan · Sponsored by Henry Street Settlement · New York · Healthcare & Social Assistance
$36M in assets, 582 participants
Henry Street Settlement's Henry Street Settlement 403(b) Retirement Savings Plan reported $36M in total assets and 582 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #14,034 in Healthcare & Social Assistance (16,916 peers)
Where Henry Street Settlement 403(b) Retirement Savings Plan sits by assets
Henry Street Settlement 403(b) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $36M for 582 participants (~$62,187/participant), up 13.1% in 2024.
- #14,034
- in Healthcare & Social Assistance (16,916 peers)
- +13.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Henry Street Settlement 403(b) Retirement Savings Plan's outsized position by total assets
Henry Street Settlement 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,192,933 Top 20% higher than 80% 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
Henry Street Settlement 403(b) Retirement Savings 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. Henry Street Settlement 403(b) Retirement Savings Plan sits mid-pack in the medium band (582 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Henry Street Settlement 403(b) Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Henry Street Settlement 403(b) Retirement Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Henry Street Settlement 403(b) Retirement Savings Plan reported participants fell from 639 in the plan year 2023 filing to 582 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 131562242 · Henry Street Settlement PY 2024 · Other
Henry Street Settlement 403(b) Retirement Savings Plan · $36M · 582 · 80th
- ASSETS $36M
- PCT 582
- EIN 80th
- RANK Other
- PHOTO near Palm Beach Day Academy DC Retirement Plan
- IND ind #14034
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 →
Henry Street Settlement 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $4M |
| Employer EIN | 131562242 |
| Plan Effective Date | 2005-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Henry Street Settlement)
Sponsor-wide plan assets over time
All Henry Street Settlement plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 33.99750701162237% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 597 | $27M |
| 2023 | 1 | 639 | $32M |
| 2024 | 1 | 582 | $36M |
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
Henry Street Settlement 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Palm Beach Day Academy DC Retirement Plan in FL ($36M); by covered participants it is Camarena Health 403(b) Retirement Plan in CA (581 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (582 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.