401(k) · DOL Form 5500 · 2022
Settlement Health & Medical Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $65,339
- Avg per participant Low balance/head
Official DOL plan name: Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. · Sponsored by Settlement Health & Medical Services, Inc. · New York · Healthcare & Social Assistance
$7M in assets, 104 participants
Settlement Health & Medical Services, Inc.'s Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. reported $7M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,622 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #12,622
- in Healthcare & Social Assistance (20,060 peers)
- -14.5%
- 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.
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,795,204 Top 43% higher than 57% 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
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, 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. Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. sits mid-pack in the medium band (104 participants).
DOL schedule card
Filing strip 132957943 · Settlement Health & Medical Services, Inc. PY 2022 · 401(k)
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. · $7M · 104 · 57th
- EBSA $7M
- EBSA 104
- EBSA 57th
- EBSA 401(k)
- EBSA near Whitney Center, Inc. Comprehensive Retirement Plan
- EBSA ind #12622
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 →
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 132957943 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Settlement Health & Medical Services, Inc.)
Sponsor-wide plan assets over time
All Settlement Health & Medical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 39.42090627448418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $7M |
| 2023 | 1 | 117 | $8M |
| 2024 | 1 | 118 | $9M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Whitney Center, Inc. Comprehensive Retirement Plan in CT ($7M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- First City Credit Union 401(k) Plan (CA) 104 · 0 off
- Able Communications Inc. 401(k) Plan (TX) 104 · 0 off
- Ppr Foods, LLC 401(k) Profit Sharing Plan (NC) 104 · 0 off
- Taprite, Inc. 401(k) Retirement Plan (TX) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.