Other · DOL Form 5500 · 2023
Pomonok Home Services Retirement Plan
Data updated 2026-08-25
- $523K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $43,621
- Avg per participant Low balance/head
Official DOL plan name: Pomonok Home Services Tax Sheltered Annuity · Sponsored by Pomonok Home Services · New York · Healthcare & Social Assistance
$523K in assets, 12 participants
Pomonok Home Services's Pomonok Home Services Tax Sheltered Annuity reported $523K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.
- #2,404 in Healthcare & Social Assistance (17,684 peers)
Pomonok Home Services multi-year trail
Pomonok Home Services's plans moved +18.9% in assets from 2022 to 2024; this filing shows Pomonok Home Services Tax Sheltered Annuity at $523K / 12 participants.
- #2,404
- in Healthcare & Social Assistance (17,684 peers)
- +12.1%
- assets growth YoY
Pomonok Home Services Tax Sheltered Annuity among the smaller filed plans by assets
Pomonok Home Services Tax Sheltered Annuity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$523,454 18th percentile higher than 18% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pomonok Home Services Tax Sheltered Annuity among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomonok Home Services Tax Sheltered Annuity is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pomonok Home Services Tax Sheltered Annuity reported net income rose from $44K in the plan year 2022 filing to $56K in the plan year 2023 filing.
- Pomonok Home Services Tax Sheltered Annuity end-of-year assets rose from $467K in the plan year 2022 filing to $523K in the plan year 2023 filing.
- Pomonok Home Services Tax Sheltered Annuity reported participants rose from 11 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 112694987 · Pomonok Home Services PY 2023 · Other
Pomonok Home Services Tax Sheltered Annuity · $523K · 12 · 18th
- ASSETS $523K
- ASSETS 12
- ASSETS 18th
- ASSETS Other
- ASSETS near Covenant House Incorporated 403(b) Plan
- ASSETS ind #2404
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 →
Pomonok Home Services Tax Sheltered Annuity in the asset neighbourhood
Pomonok Home Services multi-year asset trail
Sponsor-wide plan assets over time
All Pomonok Home Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $555K 18.924307481448963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $467K |
| 2023 | 1 | 12 | $523K |
| 2024 | 1 | 12 | $555K |
Pomonok Home Services filing trail (2023)
| Total Assets (Beginning of Year) | $467K |
|---|---|
| Net Assets (End of Year) | $523K |
| Net Income | $56K |
| Employer EIN | 112694987 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Pomonok Home Services Tax Sheltered Annuity's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Covenant House Incorporated 403(b) Plan in PA ($523K); by covered participants it is Sunset Imaging Retirement Plan in PR (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($523K here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Sunset Imaging Retirement Plan (PR) 12 · 0 off
- The Council of Churches of Greater Bridgeport Tax Sheltered Annuity Plan (CT) 12 · 0 off
- Geo Con Inc (KY) 12 · 0 off
- P a W S 403(b) (CA) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.