Other · DOL Form 5500 · 2022

Literacy West Ny, Inc. Retirement Plan

Data updated 2026-08-25

$114K
Total assets Small plan by assets
4
Participants Small participant base
7th
Percentile by assets National rank
$28,422
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Literacy West Ny, Inc. · Sponsored by Literacy West Ny, Inc. · New York · Healthcare & Social Assistance

$114K in assets, 4 participants

Literacy West Ny, Inc.'s Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported $114K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

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

Literacy West Ny, Inc. multi-year trail

Literacy West Ny, Inc.'s plans moved +96.3% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Literacy West Ny, Inc. at $114K / 4 participants.

#934
in Healthcare & Social Assistance (20,060 peers)
+68.1%
assets growth YoY

Tax Deferred Annuity Plan of Literacy West Ny, Inc. among the smaller filed plans by assets

Tax Deferred Annuity Plan of Literacy West Ny, Inc. vs every filed plan by assets

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

$113,687 7th percentile higher than 7% 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

Tax Deferred Annuity Plan of Literacy West Ny, Inc. among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Literacy West Ny, Inc. is a micro filing (4 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 222936506 · Literacy West Ny, Inc. PY 2022 · Other

Tax Deferred Annuity Plan of Literacy West Ny, Inc. · $114K · 4 · 7th

  • EOY $114K
  • EOY 4
  • EOY 7th
  • EOY Other
  • EOY near Gramly & Associates Inc Retirement Paln
  • EOY ind #934

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 →

Tax Deferred Annuity Plan of Literacy West Ny, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan of Literacy West Ny, Inc.Tax Deferred Annuity Plan of…$114KGramly & Associates Inc Retirement PalnGramly & Associates Inc Reti…$113KUnified Telecom Inc 401(k) TrustUnified Telecom Inc 401(k) T…$114KMorse Glass & Plastic Co Profit Sharing PlanMorse Glass & Plastic Co Pro…$113KLifestyle Footwear Inc. 401(k)Lifestyle Footwear Inc. 401(…$112K
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Literacy West Ny, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Literacy West Ny, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Literacy West Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223K 96.31532189256468% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.11M $0.22M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 4 $114K
2023 1 15 $154K
2024 1 22 $223K

Literacy West Ny, Inc. filing trail (2022)

Total Assets (Beginning of Year)$68K
Net Assets (End of Year)$114K
Net Income$46K
Employer EIN222936506
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Tax Deferred Annuity Plan of Literacy West Ny, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Tax Deferred Annuity Plan of Literacy West Ny, Inc., Total assets ($B): 0.000113687 · Participants: 4Tax Deferred Annuity Plan of Literacy West Ny, Inc.Northwell 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
Tax Deferred Annuity Plan of Literacy West Ny, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare Tax Deferred Annuity Plan of Literacy West Ny, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Literacy West Ny, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Gramly & Associates Inc Retirement Paln in WI ($113K); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($114K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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.

Frequently Asked Questions

How did Tax Deferred Annuity Plan of Literacy West Ny, Inc. assets move in 2022? ▼
Tax Deferred Annuity Plan of Literacy West Ny, Inc. surged - up 68.1% during 2022, from $68K to $114K. Reported net income was $46K.
How have Literacy West Ny, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Literacy West Ny, Inc.'s sponsor-wide assets grew 96.3%, from $114K to $223K.
Where does Tax Deferred Annuity Plan of Literacy West Ny, Inc. rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Literacy West Ny, Inc. ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Tax Deferred Annuity Plan of Literacy West Ny, Inc.? ▼
Among Other plans in other states, the closest by assets is Gramly & Associates Inc Retirement Paln in WI ($113K, 1 participant).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Literacy West Ny, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Good of All in DC (4 participants, $261K in assets).

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 222936506.

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.