Other · DOL Form 5500 · 2022

Legal Services Nyc Retirement Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
657
Participants Below avg headcount
92nd
Percentile by assets National rank
$139,305
Avg per participant Near avg balance/head
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Official DOL plan name: The Legal Services Nyc Tax Deferred Annuity Plan · Sponsored by Legal Services Nyc · New York · Professional & Technical Services

$92M in assets, 657 participants

Legal Services Nyc's The Legal Services Nyc Tax Deferred Annuity Plan reported $92M in total assets and 657 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,133 in Professional & Technical Services (21,562 peers)

Where The Legal Services Nyc Tax Deferred Annuity Plan sits by assets

The Legal Services Nyc Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $92M for 657 participants (~$139,305/participant), down 10.8% in 2022.

#20,133
in Professional & Technical Services (21,562 peers)
-10.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Legal Services Nyc Tax Deferred Annuity Plan's outsized position by total assets

The Legal Services Nyc Tax Deferred Annuity Plan vs every filed plan by assets

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

$91,523,291 Top 8% higher than 92% 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

The Legal Services Nyc Tax Deferred Annuity 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. The Legal Services Nyc Tax Deferred Annuity Plan sits mid-pack in the medium band (657 participants).

Form 5500 schedule snapshot

Filing strip 132600199 · Legal Services Nyc PY 2022 · Other

The Legal Services Nyc Tax Deferred Annuity Plan · $92M · 657 · 92nd

  • BOY $92M
  • BOY 657
  • BOY 92nd
  • BOY Other
  • BOY near Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan
  • BOY ind #20133

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 Professional & Technical Services retirement plans → · Plans in New York →

The Legal Services Nyc Tax Deferred Annuity Plan in the asset neighbourhood

Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanServicesource, Inc. 403(b) T…$92MThe Legal Services Nyc Tax Deferred Annuity PlanThe Legal Services Nyc Tax D…$92MSoutheasthealth Retirement PlanSoutheasthealth Retirement P…$91MThe University of the Arts Defined Contribution Retirement PlanThe University of the Arts D…$91MKingman Regional Medical Center Employee Retirement PlanKingman Regional Medical Cen…$91M
End-of-year total assets ($M) among The Legal Services Nyc Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$92M
Net Income-$11M
Employer EIN132600199
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Services Nyc)

Sponsor-wide plan assets over time

All Legal Services Nyc plans reported in each filing year

Latest sponsor-wide plan assets
$131M 42.61148236026609% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $91.5M $131M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 657 $92M
2023 1 651 $112M
2024 1 681 $131M

Nearby Other Plans in New York

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

The Legal Services Nyc Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Legal Services Nyc Tax Deferred Annuity Plan, Total assets ($B): 0.091523291 · Participants: 657The Legal Services Nyc Tax Deferred Annuity 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
The Legal Services Nyc Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

The Legal Services Nyc Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in VA ($92M); by covered participants it is Gettysburg College Tax Deferred Annuity Plan in PA (657 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (657 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 The Legal Services Nyc Tax Deferred Annuity Plan assets move in 2022?
The Legal Services Nyc Tax Deferred Annuity Plan pulled back noticeably - down 10.8% during 2022, from $103M to $92M. Reported net income was -$11M.
How have Legal Services Nyc plan assets changed over time?
Across 3 plan years on file (2022-2024), Legal Services Nyc's sponsor-wide assets grew 42.6%, from $92M to $131M.
Where does The Legal Services Nyc Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
The Legal Services Nyc Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Legal Services Nyc Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Servicesource, Inc. 403(b) Tax Deferred Thrift Retirement Plan in VA ($92M, 2,392 participants).
Which Other plans cover a similar participant headcount to The Legal Services Nyc Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is Gettysburg College Tax Deferred Annuity Plan in PA (657 participants, $81M in assets).