Profit Sharing · DOL Form 5500 · 2022
Lifting Up Westchester Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 73
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $21,627
- Avg per participant Low balance/head
Official DOL plan name: Lifting Up Westchester 403(b) Plan · Sponsored by Lifting Up Westchester · New York · Healthcare & Social Assistance
$2M in assets, 73 participants
Lifting Up Westchester's Lifting Up Westchester 403(b) Plan reported $2M in total assets and 73 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #5,986 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Lifting Up Westchester 403(b) Plan pulled back noticeably 9.6% in 2022 ($2M → $2M) for 73 participants.
- #5,986
- in Healthcare & Social Assistance (20,060 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $168K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lifting Up Westchester 403(b) Plan among the smaller filed plans by assets
Lifting Up Westchester 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,578,787 30th percentile higher than 30% 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
Lifting Up Westchester 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lifting Up Westchester 403(b) Plan is a small filing (73 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 133121606 · Lifting Up Westchester PY 2022 · Profit Sharing
Lifting Up Westchester 403(b) Plan · $2M · 73 · 30th
- RANK $2M
- RANK 73
- RANK 30th
- RANK Profit Sharing
- RANK near Kong-Tay Wu, M.D., Inc. Profit Sharing Plan
- RANK ind #5986
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 →
Lifting Up Westchester 403(b) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$168K |
| Employer EIN | 133121606 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Lifting Up Westchester 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Kong-Tay Wu, M.D., Inc. Profit Sharing Plan in CA ($2M); by covered participants it is O'donnell Landscapes, Inc. Retirement Plan in FL (73 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.
- O'donnell Landscapes, Inc. Retirement Plan (FL) 73 · 0 off
- Karman, Inc. Profit Sharing Plan (CO) 73 · 0 off
- Metal Recycling Corporation Retirement Plan (AR) 73 · 0 off
- Canterbury School of Florida, Inc. 403(b) Plan (FL) 73 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.