Other · DOL Form 5500 · 2022

Afs USA Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
118
Participants Small participant base
78th
Percentile by assets National rank
$179,699
Avg per participant Above avg balance/head
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Official DOL plan name: Afs-USA 403(b)Plan · Sponsored by Afs USA · New York · Educational Services

$21M in assets, 118 participants

Afs USA's Afs-USA 403(b)Plan reported $21M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,510 in Educational Services (4,024 peers)

Coverage in New York

Afs-USA 403(b)Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $21M.

#2,510
in Educational Services (4,024 peers)
-13.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Afs-USA 403(b)Plan's outsized position by total assets

Afs-USA 403(b)Plan vs every filed plan by assets

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

$21,204,451 Top 22% higher than 78% 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

Afs-USA 403(b)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. Afs-USA 403(b)Plan sits mid-pack in the medium band (118 participants).

EBSA filing schedule strip

Filing strip 391711417 · Afs USA PY 2022 · Other

Afs-USA 403(b)Plan · $21M · 118 · 78th

  • ASSETS $21M
  • PCT 118
  • EIN 78th
  • RANK Other
  • PHOTO near The Maof 403(b) Plan
  • IND ind #2510

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 Educational Services retirement plans → · Plans in New York →

Afs-USA 403(b)Plan in the asset neighbourhood

Legal Aid Foundation of Los Angeles Tax Deferred Annuity PlanLegal Aid Foundation of Los …$21MThe Maof 403(b) Plan$21MAfs-USA 403(b)Plan$21MRm Resources Employee Stock Ownership PlanRm Resources Employee Stock …$21MSamaritan Healthcare & Hospice, Inc. 403(b) PlanSamaritan Healthcare & Hospi…$21M
End-of-year total assets ($M) among Afs-USA 403(b)Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN391711417
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afs USA)

Sponsor-wide plan assets over time

All Afs USA plans reported in each filing year

Latest sponsor-wide plan assets
$24M 11.317604968881298% vs 2022
2024 filing year
$20M$21M$22M$23M$24M$25M 202220232024 $21.2M $23.6M ▲ +11.3%
Year Plans Participants Total Assets
2022 1 118 $21M
2023 1 116 $24M
2024 1 134 $24M

Nearby Other Plans in New York

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

Afs-USA 403(b)Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Afs-USA 403(b)Plan, Total assets ($B): 0.021204451 · Participants: 118Afs-USA 403(b)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
Afs-USA 403(b)Plan vs. nearby Other plans in New York, assets vs. participants

Afs-USA 403(b)Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Maof 403(b) Plan in CA ($21M); by covered participants it is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Afs-USA 403(b)Plan assets move in 2022? ▼
Afs-USA 403(b)Plan pulled back noticeably - down 13.7% during 2022, from $25M to $21M. Reported net income was -$3M.
How have Afs USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afs USA's sponsor-wide assets grew 11.3%, from $21M to $24M.
Where does Afs-USA 403(b)Plan rank by assets among Form 5500 filers? ▼
Afs-USA 403(b)Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Afs-USA 403(b)Plan? ▼
Among Other plans in other states, the closest by assets is The Maof 403(b) Plan in CA ($21M, 898 participants).
Which Other plans cover a similar participant headcount to Afs-USA 403(b)Plan? ▼
Among Other plans in other states, the closest by covered participants is Warren Achievement Center, Inc. Internal Revenue Code Section 403(b) in IL (118 participants, $2M in assets).