Other · DOL Form 5500 · 2022
Services for the Underserved Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 1,586
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $12,370
- Avg per participant Low balance/head
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.
- #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.
- #16,175
- in Healthcare & Social Assistance (20,060 peers)
- -2.1%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Services for the Underserved 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Services for the Underserved 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Services for the Underserved 403(b) Plan lands in the large band (1,586 participants).
DOL schedule card
Filing strip 911918247 · Services for the Underserved PY 2022 · Other
Services for the Underserved 403(b) Plan · $20M · 1,586 · 77th
- EBSA $20M
- PART 1,586
- TYPE 77th
- NET Other
- BOOK near La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust
- VS-ST ind #16175
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 →
Services for the Underserved 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$418K |
| Employer EIN | 911918247 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Services for the Underserved)
Sponsor-wide plan assets over time
All Services for the Underserved plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 65.00300659003145% vs 2022
- 2024 filing year
| 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.
- 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
Services for the Underserved 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust in NM ($20M); by covered participants it is Midwestern University Retirement Plan in IL (1,585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust (NM) $20M · 735
- Mcpherson College 403(b) Plan (KS) $20M · 460
- Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan (OH) $20M · 408
- The Rectory School Defined Contribution Retirement Plan (CT) $20M · 113
Similar participant headcount
Nearest other-state filings by covered participants (1,586 participants); asset peers above are excluded.
- Midwestern University Retirement Plan (IL) 1,585 · 1 off
- Electrical Workers Defined Contribution Plan for N. Nv. (NV) 1,585 · 1 off
- Monarch 403(b) Plan (NC) 1,581 · 5 off
- Bill & Melinda Gates Foundation Employee Retirement Plan (WA) 1,580 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.