Other · DOL Form 5500 · 2022

New York Community Trust Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
69
Participants Small participant base
87th
Percentile by assets National rank
$625,088
Avg per participant High balance/head
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Official DOL plan name: New York Community Trust Group Tax Deferred Annuity · Sponsored by New York Community Trust · New York · Other Services

$43M in assets, 69 participants

New York Community Trust's New York Community Trust Group Tax Deferred Annuity reported $43M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,879 in Other Services (8,398 peers)

Where New York Community Trust Group Tax Deferred Annuity sits by assets

New York Community Trust Group Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $43M for 69 participants (~$625,088/participant), down 17.9% in 2022.

#7,879
in Other Services (8,398 peers)
-17.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New York Community Trust Group Tax Deferred Annuity's outsized position by total assets

New York Community Trust Group Tax Deferred Annuity vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$43,131,067 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

New York Community Trust Group Tax Deferred Annuity among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York Community Trust Group Tax Deferred Annuity is a small filing (69 participants) on this national headcount ladder.

DOL schedule card

Filing strip 133062214 · New York Community Trust PY 2022 · Other

New York Community Trust Group Tax Deferred Annuity · $43M · 69 · 87th

  • EBSA $43M
  • PART 69
  • TYPE 87th
  • NET Other
  • BOOK near Action for Boston Community Development Tax-Sheltered Annuity Plan
  • VS-ST ind #7879

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 Other Services retirement plans → · Plans in New York →

New York Community Trust Group Tax Deferred Annuity in the asset neighbourhood

403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc.403(b) Thrift Plan for Emplo…$43MNat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement PlanNat'l Foundation for the Cen…$43MWesleyan School Retirement PlanWesleyan School Retirement P…$43MNew York Community Trust Group Tax Deferred AnnuityNew York Community Trust Gro…$43MAction for Boston Community Development Tax-Sheltered Annuity PlanAction for Boston Community …$43M
End-of-year total assets ($M) among New York Community Trust Group Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$43M
Net Income-$9M
Employer EIN133062214
Plan Effective Date1997-04-08
Filing StatusFILING RECEIVED

Sponsor Plan History (New York Community Trust)

Sponsor-wide plan assets over time

All New York Community Trust plans reported in each filing year

Latest sponsor-wide plan assets
$46M 6.214761624144378% vs 2022
2024 filing year
$42M$43M$44M$45M$46M$47M 202220232024 $43.1M $45.8M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 69 $43M
2023 1 76 $45M
2024 1 82 $46M

Nearby Other Plans in New York

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

New York Community Trust Group Tax Deferred Annuity vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants New York Community Trust Group Tax Deferred Annuity, Total assets ($B): 0.043131067 · Participants: 69New York Community Trust Group Tax Deferred AnnuityNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
New York Community Trust Group Tax Deferred Annuity vs. nearby Other plans in New York, assets vs. participants
Compare New York Community Trust Group Tax Deferred Annuity side-by-side with 3 peers →

New York Community Trust Group Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Action for Boston Community Development Tax-Sheltered Annuity Plan in MA ($43M); by covered participants it is Preston Hollow Presbyterian School Defined Contribution Retirement Plan in TX (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New York Community Trust Group Tax Deferred Annuity assets move in 2022? ▼
New York Community Trust Group Tax Deferred Annuity declined sharply - down 17.9% during 2022, from $53M to $43M. Reported net income was -$9M.
How have New York Community Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York Community Trust's sponsor-wide assets grew 6.2%, from $43M to $46M.
Where does New York Community Trust Group Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
New York Community Trust Group Tax Deferred Annuity ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to New York Community Trust Group Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is Action for Boston Community Development Tax-Sheltered Annuity Plan in MA ($43M, 792 participants).
Which Other plans cover a similar participant headcount to New York Community Trust Group Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is Preston Hollow Presbyterian School Defined Contribution Retirement Plan in TX (69 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133062214.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.