Other · DOL Form 5500 · 2022

Upstate Cerebral Palsy Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,611
Participants Near avg headcount
89th
Percentile by assets National rank
$36,639
Avg per participant Low balance/head
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Official DOL plan name: Upstate Cerebral Palsy Defined Contribution Retirement Plan · Sponsored by Upstate Cerebral Palsy · New York · Healthcare & Social Assistance

$59M in assets, 1,611 participants

Upstate Cerebral Palsy's Upstate Cerebral Palsy Defined Contribution Retirement Plan reported $59M in total assets and 1,611 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,234 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Upstate Cerebral Palsy Defined Contribution Retirement Plan covers 1,611 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $59M.

#18,234
in Healthcare & Social Assistance (20,060 peers)
-25.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upstate Cerebral Palsy Defined Contribution Retirement Plan's outsized position by total assets

Upstate Cerebral Palsy Defined Contribution Retirement Plan vs every filed plan by assets

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

$59,024,971 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Upstate Cerebral Palsy Defined Contribution Retirement 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. Upstate Cerebral Palsy Defined Contribution Retirement Plan lands in the large band (1,611 participants).

Plan-year Form 5500 strip

Filing strip 150543657 · Upstate Cerebral Palsy PY 2022 · Other

Upstate Cerebral Palsy Defined Contribution Retirement Plan · $59M · 1,611 · 89th

  • PHOTO $59M
  • IND 1,611
  • EOY 89th
  • 5500 Other
  • ASSETS near Mgh 403(b) Retirement Plan
  • PCT ind #18234

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 →

Upstate Cerebral Palsy Defined Contribution Retirement Plan in the asset neighbourhood

Upstate Cerebral Palsy Defined Contribution Retirement PlanUpstate Cerebral Palsy Defin…$59MMgh 403(b) Retirement Plan$59MChambersburg Hospital Bargaining 403(b) PlanChambersburg Hospital Bargai…$59MWayne Memorial Defined Contribution 403(b) PlanWayne Memorial Defined Contr…$59MBd Savings Plan for Puerto Rico EmployeesBd Savings Plan for Puerto R…$59M
End-of-year total assets ($M) among Upstate Cerebral Palsy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

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

Sponsor Plan History (Upstate Cerebral Palsy)

Sponsor-wide plan assets over time

All Upstate Cerebral Palsy plans reported in each filing year

Latest sponsor-wide plan assets
$66M 12.417990006297504% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59M $66.4M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 1,611 $59M
2023 1 1,625 $59M
2024 1 1,567 $66M

Nearby Other Plans in New York

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

Upstate Cerebral Palsy Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Upstate Cerebral Palsy Defined Contribution Retirement Plan, Total assets ($B): 0.059024971 · Participants: 1611Upstate Cerebral Palsy Defined Contribution Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Upstate Cerebral Palsy Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Upstate Cerebral Palsy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Mgh 403(b) Retirement Plan in IN ($59M); by covered participants it is Medical Faculty Associates 403(b) Plan in DC (1,610 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upstate Cerebral Palsy Defined Contribution Retirement Plan assets move in 2022?
Upstate Cerebral Palsy Defined Contribution Retirement Plan declined sharply - down 25.2% during 2022, from $79M to $59M. Reported net income was -$13M.
How have Upstate Cerebral Palsy plan assets changed over time?
Across 3 plan years on file (2022-2024), Upstate Cerebral Palsy's sponsor-wide assets grew 12.4%, from $59M to $66M.
Where does Upstate Cerebral Palsy Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Upstate Cerebral Palsy Defined Contribution Retirement Plan ranks in the 89th 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 Upstate Cerebral Palsy Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Mgh 403(b) Retirement Plan in IN ($59M, 1,147 participants).
Which Other plans cover a similar participant headcount to Upstate Cerebral Palsy Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Medical Faculty Associates 403(b) Plan in DC (1,610 participants, $250M in assets).