Other · DOL Form 5500 · 2022

University Settlement Society of New York Retirement Plan

Data updated 2026-08-11

$23M
Total assets
401
Participants
79th
Percentile by assets
$57,206
Avg per participant
PlainRetire home → About this data

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.

  • 79th percentile by assets (of 139,126 plans)
  • #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.

$23M
total plan assets (2022 EOY)
401
covered participants
79th
percentile by assets (of 139,126 plans)
$57,206
avg assets per participant

Where 403(b) Thrift Plan University Settlement Society of New York sits 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 $2,010,000,000 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

State
New York
Industry
Other Services

403(b) Thrift Plan University Settlement Society of New York vs the 2022 asset distribution

By assets, 403(b) Thrift Plan University Settlement Society of New York outranks 79% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$22M$24M$26M$28M 202220232024 $22.9M $26.4M ▲ +15.0%
Total plan assets by year, all University Settlement Society of New York plans on file
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 ($B) Participants 403(b) Thrift Plan U…, Total assets ($B): 0.022939674 · Participants: 401403(b) Thrift Plan U…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
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… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan University Settlement Society of New York by total assets, not by location.

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).

Next read for 403(b) Thrift Plan University Settlement…

Scale reading

Ways to act on 403(b) Thrift Plan University Settlement Society of New York's numbers.

  • By total assets, 403(b) Thrift Plan University Settlement Society of New York ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • University Settlement Society of New York's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Other Services plans

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.