Profit Sharing · DOL Form 5500 · 2022

Wraparound Services of the Hudson Valley Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
147
Participants Small participant base
49th
Percentile by assets National rank
$31,537
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wraparound Services of the Hudson Valley Defined Contribution Plan · Sponsored by Wraparound Services of the Hudson Valley · New York · Healthcare & Social Assistance

$5M in assets, 147 participants

Wraparound Services of the Hudson Valley's Wraparound Services of the Hudson Valley Defined Contribution Plan reported $5M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #10,916 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Wraparound Services of the Hudson Valley Defined Contribution Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $5M.

#10,916
in Healthcare & Social Assistance (20,060 peers)
-13.4%
assets change YoY

The plan reported a net loss of $720K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wraparound Services of the Hudson Valley Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Wraparound Services of the Hudson Valley Defined Contribution Plan vs every filed plan by assets

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

$4,635,963 49th percentile higher than 49% 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

Wraparound Services of the Hudson Valley Defined Contribution 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. Wraparound Services of the Hudson Valley Defined Contribution Plan sits mid-pack in the medium band (147 participants).

Published 5500 schedule card

Filing strip 141377518 · Wraparound Services of the Hudson Valley PY 2022 · Profit Sharing

Wraparound Services of the Hudson Valley Defined Contribution Plan · $5M · 147 · 49th

  • BOY $5M
  • SCH 147
  • EBSA 49th
  • PART Profit Sharing
  • TYPE near Climate Control Equipment, Inc. Profit Sharing Plan
  • NET ind #10916

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 →

Wraparound Services of the Hudson Valley Defined Contribution Plan in the asset neighbourhood

Randall Schmitt Dds PC Profit Sharing PlanRandall Schmitt Dds PC Profi…$5MCooperativa De Ahorro Y Credito De Las Piedras Retirement PlanCooperativa De Ahorro Y Cred…$5MWraparound Services of the Hudson Valley Defined Contribution PlanWraparound Services of the H…$5MClimate Control Equipment, Inc. Profit Sharing PlanClimate Control Equipment, I…$5MNortheastern Nephrology Associates, PC Profit Sharing PlanNortheastern Nephrology Asso…$5M
End-of-year total assets ($M) among Wraparound Services of the Hudson Valley Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$720K
Employer EIN141377518
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wraparound Services of the Hudson Valley)

Sponsor-wide plan assets over time

All Wraparound Services of the Hudson Valley plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.136552690021144% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.26M $6.05M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 331 $5M
2023 1 138 $5M
2024 1 153 $6M

Nearby Profit Sharing Plans in New York

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

Wraparound Services of the Hudson Valley Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Wraparound Services of the Hudson Valley Defined Contribution Plan, Total assets ($B): 0.004635963 · Participants: 147Wraparound Services of the Hudson Valley Defined Contribution PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Wraparound Services of the Hudson Valley Defined Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Wraparound Services of the Hudson Valley Defined Contribution Plan side-by-side with 3 peers →

Wraparound Services of the Hudson Valley Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Climate Control Equipment, Inc. Profit Sharing Plan in AL ($5M); by covered participants it is Cullen Profit Sharing Plan and Trust in WI (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Wraparound Services of the Hudson Valley Defined Contribution Plan assets move in 2022? ▼
Wraparound Services of the Hudson Valley Defined Contribution Plan pulled back noticeably - down 13.4% during 2022, from $5M to $5M. Reported net income was -$720K.
How have Wraparound Services of the Hudson Valley plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wraparound Services of the Hudson Valley's sponsor-wide assets grew 15.1%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Wraparound Services of the Hudson Valley Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Climate Control Equipment, Inc. Profit Sharing Plan in AL ($5M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Wraparound Services of the Hudson Valley Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cullen Profit Sharing Plan and Trust in WI (147 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141377518.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.