Other · DOL Form 5500 · 2022
Family Services of Westchester, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 397
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $23,099
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Family Services of Westchester, Inc. · Sponsored by Family Services of Westchester, Inc. · New York · Other Services
$9M in assets, 397 participants
Family Services of Westchester, Inc.'s 403(b) Thrift Plan of Family Services of Westchester, Inc. reported $9M in total assets and 397 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #6,595 in Other Services (8,398 peers)
Coverage in New York
403(b) Thrift Plan of Family Services of Westchester, Inc. covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #6,595
- in Other Services (8,398 peers)
- -11.7%
- 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.
403(b) Thrift Plan of Family Services of Westchester, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan of Family Services of Westchester, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,170,343 Top 37% higher than 63% 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
403(b) Thrift Plan of Family Services of Westchester, Inc. 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. 403(b) Thrift Plan of Family Services of Westchester, Inc. sits mid-pack in the medium band (397 participants).
EBSA filing schedule strip
Filing strip 131773419 · Family Services of Westchester, Inc. PY 2022 · Other
403(b) Thrift Plan of Family Services of Westchester, Inc. · $9M · 397 · 63rd
- PART $9M
- PART 397
- PART 63rd
- PART Other
- PART near Hcs 403(b) Retirement Plan
- PART ind #6595
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 →
403(b) Thrift Plan of Family Services of Westchester, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 131773419 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Services of Westchester, Inc.)
Sponsor-wide plan assets over time
All Family Services of Westchester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.16409527975126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 397 | $9M |
| 2023 | 1 | 442 | $10M |
| 2024 | 1 | 639 | $12M |
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
403(b) Thrift Plan of Family Services of Westchester, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Hcs 403(b) Retirement Plan in NH ($9M); by covered participants it is Illinois College Defined Contribution Retirement Plan in IL (397 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Hcs 403(b) Retirement Plan (NH) $9M · 202
- 403(b) Thrift Plan of Making Opportunity Count, Inc. (MA) $9M · 267
- Davidson Academy 403(b)Plan (TN) $9M · 120
- The Marshall School DC Plan (MN) $9M · 78
Similar participant headcount
Nearest other-state filings by covered participants (397 participants); asset peers above are excluded.
- Illinois College Defined Contribution Retirement Plan (IL) 397 · 0 off
- Independence Mission Schools 403(b) Plan (PA) 397 · 0 off
- Limestone University Retirement Plan (SC) 397 · 0 off
- San Francisco Conservatory of Music DC Retirement Plan (CA) 397 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.