Other · DOL Form 5500 · 2022

University Settlement Society of New York Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
401
Participants Below avg headcount
79th
Percentile by assets National rank
$57,206
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan University Settlement Society of New York · Sponsored by University Settlement Society of New York · New York · Other Services

$23M in assets, 401 participants

University Settlement Society of New York's 403(b) Thrift Plan University Settlement Society of New York reported $23M in total assets and 401 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,493 in Other Services (8,398 peers)

Where 403(b) Thrift Plan University Settlement Society of New York sits by assets

403(b) Thrift Plan University Settlement Society of New York sits in the top quartile of all filed plans by assets, $23M for 401 participants (~$57,206/participant), up 16.7% in 2022.

#7,493
in Other Services (8,398 peers)
+16.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

403(b) Thrift Plan University Settlement Society of New York's outsized position by total assets

403(b) Thrift Plan University Settlement Society of New York vs every filed plan by assets

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

$22,939,674 Top 21% higher than 79% 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

403(b) Thrift Plan University Settlement Society of New York 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 University Settlement Society of New York sits mid-pack in the medium band (401 participants).

Form 5500 schedule snapshot

Filing strip 135562374 · University Settlement Society of New York PY 2022 · Other

403(b) Thrift Plan University Settlement Society of New York · $23M · 401 · 79th

  • PART $23M
  • PART 401
  • PART 79th
  • PART Other
  • PART near Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan
  • PART ind #7493

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 University Settlement Society of New York in the asset neighbourhood

Allendale Association Retirement Savings PlanAllendale Association Retire…$23MCommunity Health Centers, Inc. 403(b) Retirement PlanCommunity Health Centers, In…$23MMuseum Associates D/B/a Los Angeles County Museum of Art 403(b) PlanMuseum Associates D/B/a Los …$23MHealth First Frozen 403(b) PlanHealth First Frozen 403(b) P…$23M403(b) Thrift Plan University Settlement Society of New York403(b) Thrift Plan Universit…$23M
End-of-year total assets ($M) among 403(b) Thrift Plan University Settlement Society of New York and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN135562374
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Settlement Society of New York)

Sponsor-wide plan assets over time

All University Settlement Society of New York plans reported in each filing year

Latest sponsor-wide plan assets
$26M 14.934253206911311% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.9M $26.4M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 401 $23M
2023 1 815 $27M
2024 1 602 $26M

Nearby Other Plans in New York

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

403(b) Thrift Plan University Settlement Society of New York vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants 403(b) Thrift Plan University Settlement Society of New York, Total assets ($B): 0.022939674 · Participants: 401403(b) Thrift Plan University Settlement Society of New YorkNorthwell 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
403(b) Thrift Plan University Settlement Society of New York vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan University Settlement Society of New York side-by-side with 3 peers →

403(b) Thrift Plan University Settlement Society of New York's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA ($23M); by covered participants it is Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in CA (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 403(b) Thrift Plan University Settlement Society of New York assets move in 2022? ▼
403(b) Thrift Plan University Settlement Society of New York grew sharply - up 16.7% during 2022, from $20M to $23M. Reported net income was $3M.
How have University Settlement Society of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Settlement Society of New York's sponsor-wide assets grew 14.9%, from $23M to $26M.
Where does 403(b) Thrift Plan University Settlement Society of New York rank by assets among Form 5500 filers? ▼
403(b) Thrift Plan University Settlement Society of New York ranks in the 79th 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 403(b) Thrift Plan University Settlement Society of New York? ▼
Among Other plans in other states, the closest by assets is Museum Associates D/B/a Los Angeles County Museum of Art 403(b) Plan in CA ($23M, 418 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan University Settlement Society of New York? ▼
Among Other plans in other states, the closest by covered participants is Sanford Burnham Prebys Medical Discovery Institute Tax Deferred Annuity Plan in CA (401 participants, $168M 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 135562374.

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.