Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UPSTATE CEREBRAL PALSY

This Profit Sharing plan holds $59M in total assets and serves 1,611 participants as of 2022. It is sponsored by UPSTATE CEREBRAL PALSY in New York. The plan reported a net loss of $13M for the year.

Total Assets (2023)
$59M
Participants
1,611
State
Industry
Healthcare & Social Assistance

What the Filing Says About UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN

UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by UPSTATE CEREBRAL PALSY, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $59M in total end-of-year assets and covers 1,611 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 150543657, and the plan has been effective since 1964-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2022 to $59M at year-end — a decline of 25.2%. Net assets (after liabilities) closed the year at $59M, with reported net income of $-13,496,374 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$79M
Total Assets (End of Year)$59M
Net Assets (End of Year)$59M
Net Income$-13,496,374
Plan TypeProfit Sharing
Employer EIN150543657
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UPSTATE CEREBRAL PALSY)

Year Plans Participants Total Assets
2022 1 1,611 $59M
2023 1 1,625 $59M
2024 1 1,567 $66M

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Frequently Asked Questions

How much money is in the UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2022 Form 5500 filing, UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN holds $59M in total assets with 1,611 participants. It is sponsored by UPSTATE CEREBRAL PALSY.
What type of plan is UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN?
UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1964-01-01. The plan is filed with the U.S. Department of Labor under EIN 150543657.
Who sponsors the UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN?
UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by UPSTATE CEREBRAL PALSY, located in New York. The sponsor's EIN is 150543657 and the plan operates in the Healthcare & Social Assistance industry.
How did UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2022?
UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN declined by 25.2% during 2022, moving from $79M to $59M in total assets. Net income was $-13,496,374.
Where can I find official filings for UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150543657 or plan name at efast.dol.gov.
How does UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare UPSTATE CEREBRAL PALSY DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 150543657.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.