Other · DOL Form 5500 · 2022

Pro Action of Steuben & Yates, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
236
Participants Below avg headcount
55th
Percentile by assets National rank
$25,897
Avg per participant Low balance/head
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Official DOL plan name: Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · Sponsored by Pro Action of Steuben & Yates, Inc. · New York · Other Services

$6M in assets, 236 participants

Pro Action of Steuben & Yates, Inc.'s Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan reported $6M in total assets and 236 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #6,093 in Other Services (8,398 peers)

Coverage in New York

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan covers 236 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $6M.

#6,093
in Other Services (8,398 peers)
-18.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$6,111,807 Top 45% higher than 55% 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

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (236 participants).

Form 5500 schedule snapshot

Filing strip 160914512 · Pro Action of Steuben & Yates, Inc. PY 2022 · Other

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · $6M · 236 · 55th

  • PCT $6M
  • PCT 236
  • PCT 55th
  • PCT Other
  • PCT near Life Care Pastoral Services Tax Sheltered Annuity Plan
  • PCT ind #6093

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 Other Services retirement plans → · Plans in New York →

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan in the asset neighbourhood

Emmaus Homes 403(b) Retirement PlanEmmaus Homes 403(b) Retireme…$6MPro Action of Steuben & Yates, Inc. 403(b) Retirement PlanPro Action of Steuben & Yate…$6MLife Care Pastoral Services Tax Sheltered Annuity PlanLife Care Pastoral Services …$6MWork, Inc. 403(b) Plan$6MThe Free Library of Philadelphia Foundation 403(b) Retirement PlanThe Free Library of Philadel…$6M
End-of-year total assets ($M) among Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN160914512
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pro Action of Steuben & Yates, Inc.)

Sponsor-wide plan assets over time

All Pro Action of Steuben & Yates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.00610588652423% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $6.11M $7.7M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 236 $6M
2023 1 235 $7M
2024 1 229 $8M

Nearby Other Plans in New York

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

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan, Total assets ($B): 0.006111807 · Participants: 236Pro Action of Steuben & Yates, Inc. 403(b) 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
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL ($6M); by covered participants it is Lincoln Park Zoological Society Retirement Plan in IL (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan assets move in 2022?
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan declined sharply - down 18.7% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Pro Action of Steuben & Yates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pro Action of Steuben & Yates, Inc.'s sponsor-wide assets grew 26.0%, from $6M to $8M.
Which Other plans are similar in size to Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Life Care Pastoral Services Tax Sheltered Annuity Plan in FL ($6M, 270 participants).
Which Other plans cover a similar participant headcount to Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Lincoln Park Zoological Society Retirement Plan in IL (236 participants, $30M in assets).