Other · DOL Form 5500 · 2022
Legal Services of the Hudson Valley Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 148
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $79,612
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan Sponsored by Legal Services · Sponsored by Legal Services of the Hudson Valley · New York · Professional & Technical Services
$12M in assets, 148 participants
Legal Services of the Hudson Valley's 403(b) Thrift Plan Sponsored by Legal Services reported $12M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,514 in Professional & Technical Services (21,562 peers)
Coverage in New York
403(b) Thrift Plan Sponsored by Legal Services covers 148 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $12M.
- #14,514
- in Professional & Technical Services (21,562 peers)
- -8.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan Sponsored by Legal Services's outsized position by total assets
403(b) Thrift Plan Sponsored by Legal Services vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,782,563 Top 32% higher than 68% 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
403(b) Thrift Plan Sponsored by Legal Services among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan Sponsored by Legal Services sits mid-pack in the medium band (148 participants).
Form 5500 schedule snapshot
Filing strip 136265606 · Legal Services of the Hudson Valley PY 2022 · Other
403(b) Thrift Plan Sponsored by Legal Services · $12M · 148 · 68th
- IND $12M
- EOY 148
- 5500 68th
- ASSETS Other
- PCT near Los Angeles Opera Company Retirement Plan
- EIN ind #14514
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 Professional & Technical Services retirement plans → · Plans in New York →
403(b) Thrift Plan Sponsored by Legal Services in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$1M |
| Employer EIN | 136265606 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Services of the Hudson Valley)
Sponsor-wide plan assets over time
All Legal Services of the Hudson Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 50.94028802423273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 223 | $15M |
| 2023 | 2 | 270 | $20M |
| 2024 | 2 | 347 | $23M |
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
403(b) Thrift Plan Sponsored by Legal Services's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Los Angeles Opera Company Retirement Plan in CA ($12M); by covered participants it is Boise Rescue Mission 403(b) Retirement Plan in ID (148 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Los Angeles Opera Company Retirement Plan (CA) $12M · 348
- College Success Foundation 403(b) DC Plan (WA) $12M · 152
- Lift 403b Plan (OK) $12M · 329
- Codman Square Health Center 403(b) Pension Plan (MA) $12M · 364
Similar participant headcount
Nearest other-state filings by covered participants (148 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.