Money Purchase · DOL Form 5500 · 2022

Spence-Chapin Services to Families and Children Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
36
Participants
44th
Percentile by assets
$101,716
Avg per participant
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Official DOL plan name: Spence-Chapin Services to Families and Children · Sponsored by Spence-Chapin Services to Families and Children · New York · Healthcare & Social Assistance

$4M in assets, 36 participants

Spence-Chapin Services to Families and Children's Spence-Chapin Services to Families and Children reported $4M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • 44th percentile by assets (of 139,126 plans)
  • #9,792 in Healthcare & Social Assistance (20,060 peers)

Spence-Chapin Services to Families and Children multi-year trail

Spence-Chapin Services to Families and Children's plans moved +22.8% in assets from 2022 to 2024; this filing shows Spence-Chapin Services to Families and Children at $4M / 36 participants.

$4M
total plan assets (2022 EOY)
36
covered participants
44th
percentile by assets (of 139,126 plans)
$101,716
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spence-Chapin Services to Families and Children across 3 plan years on file

Across the 3 plan years Spence-Chapin Services to Families and Children has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $4M, a gain of 22.8%, while reported participants moved from 36 to 38 (+5.6%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($4M).

Spence-Chapin Services to Families and Children multi-year asset trail

$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.5M ▲ +23.0%
Total plan assets by year, all Spence-Chapin Services to Families and Children plans on file
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 34 $4M
2024 1 38 $4M

Spence-Chapin Services to Families and Children filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$2M
Employer EIN131834590
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Spence-Chapin Services to Families and Children vs. nearby Money Purchase plans in New York, assets vs. participants

Spence-Chapin Services to Families and Children vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Spence-Chapin Servic…Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Spence-Chapin Services to Families and Children vs. nearby Money Purchase plans in New York, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Spence-Chapin Services to Families and Children by total assets, not by location.

Frequently Asked Questions

How did Spence-Chapin Services to Families and Children assets move in 2022?
Spence-Chapin Services to Families and Children contracted severely - down 30.9% during 2022, from $5M to $4M. Reported net income was -$2M.
How have Spence-Chapin Services to Families and Children plan assets changed over time?
Across 3 plan years on file (2022-2024), Spence-Chapin Services to Families and Children's sponsor-wide assets grew 22.8%, from $4M to $4M.
Which Money Purchase plans are similar in size to Spence-Chapin Services to Families and Children?
Among Money Purchase plans in other states, the closest by assets is Georgiou Consulting, Inc. Money Purchase Plan in NV ($4M, 2 participants).

Next read for Spence-Chapin Services to Families and C…

Multi-year trail

Ways to act on Spence-Chapin Services to Families and Children's numbers.