Other · DOL Form 5500 · 2022

Services for the Underserved Retirement Plan

Data updated 2026-08-11

$20M
Total assets
1,586
Participants
77th
Percentile by assets
$12,370
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Services for the Underserved 403(b) Plan · Sponsored by Services for the Underserved · New York · Healthcare & Social Assistance

$20M in assets, 1,586 participants

Services for the Underserved's Services for the Underserved 403(b) Plan reported $20M in total assets and 1,586 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • 77th percentile by assets (of 139,126 plans)
  • #16,175 in Healthcare & Social Assistance (20,060 peers)

Where Services for the Underserved 403(b) Plan sits by assets

Services for the Underserved 403(b) Plan sits in the top quartile of all filed plans by assets, $20M for 1,586 participants (~$12,370/participant), down 2.1% in 2022.

$20M
total plan assets (2022 EOY)
1,586
covered participants
77th
percentile by assets (of 139,126 plans)
$12,370
avg assets per participant

The plan reported a net loss of $418K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Services for the Underserved 403(b) Plan sits by total assets

Services for the Underserved 403(b) Plan vs every filed plan by assets

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

$19,618,571 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Healthcare & Social Assistance

Services for the Underserved 403(b) Plan vs the 2022 asset distribution

By assets, Services for the Underserved 403(b) Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income-$418K
Employer EIN911918247
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Services for the Underserved)

$15M$20M$25M$30M$35M 202220232024 $19.6M $32.4M ▲ +65.0%
Total plan assets by year, all Services for the Underserved plans on file
Year Plans Participants Total Assets
2022 1 1,586 $20M
2023 1 1,684 $26M
2024 1 1,715 $32M

Nearby Other Plans in New York

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

Services for the Underserved 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Services for the Und…, Total assets ($B): 0.019618571 · Participants: 1586Services for the Und…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Services for the Underserved 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Services for the Underserved 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Services for the Underserved 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Services for the Underserved 403(b) Plan assets move in 2022? ▼
Services for the Underserved 403(b) Plan edged down modestly - down 2.1% during 2022, from $20M to $20M. Reported net income was -$418K.
How have Services for the Underserved plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Services for the Underserved's sponsor-wide assets grew 65.0%, from $20M to $32M.
Where does Services for the Underserved 403(b) Plan rank by assets among Form 5500 filers? ▼
Services for the Underserved 403(b) Plan ranks in the 77th 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 Services for the Underserved 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust in NM ($20M, 735 participants).

Next read for Services for the Underserved 403(b) Plan

Scale reading

Ways to act on Services for the Underserved 403(b) Plan's numbers.

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 911918247.

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.