Other · DOL Form 5500 · 2022
The Fresh Air Fund Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $151,173
- Avg per participant Above avg balance/head
Official DOL plan name: The Fresh Air Fund Tax Sheltered Annuity Plan · Sponsored by The Fresh Air Fund · New York · Healthcare & Social Assistance
$4M in assets, 29 participants
The Fresh Air Fund's The Fresh Air Fund Tax Sheltered Annuity Plan reported $4M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,657 in Healthcare & Social Assistance (20,060 peers)
The Fresh Air Fund multi-year trail
The Fresh Air Fund's plans moved -27.4% in assets from 2022 to 2024; this filing shows The Fresh Air Fund Tax Sheltered Annuity Plan at $4M / 29 participants.
- #10,657
- in Healthcare & Social Assistance (20,060 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $273K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fresh Air Fund Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fresh Air Fund Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,384,024 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Fresh Air Fund Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fresh Air Fund Tax Sheltered Annuity Plan is a small filing (29 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 131656653 · The Fresh Air Fund PY 2022 · Other
The Fresh Air Fund Tax Sheltered Annuity Plan · $4M · 29 · 48th
- RANK $4M
- PHOTO 29
- IND 48th
- EOY Other
- 5500 near Hospice of Muskegon County Inc 403(b) Retirement Plan
- ASSETS ind #10657
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 Fresh Air Fund Tax Sheltered Annuity Plan in the asset neighbourhood
The Fresh Air Fund multi-year asset trail
Sponsor-wide plan assets over time
All The Fresh Air Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 27.37125978592225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 103 | $15M |
| 2023 | 2 | 64 | $9M |
| 2024 | 2 | 78 | $11M |
The Fresh Air Fund filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$273K |
| Employer EIN | 131656653 |
| Plan Effective Date | 1985-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
The Fresh Air Fund Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Hospice of Muskegon County Inc 403(b) Retirement Plan in MI ($4M); by covered participants it is Erie Day School 403(b) Savings Plan in PA (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.