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
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
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
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$1M |
| Employer EIN | 160914512 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING 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
| 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.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
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.