Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Transitional Services for New York, Inc. Defined Benefit Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Transitional Services for New York, Inc · New York · Healthcare & Social Assistance

What the 2023 filing shows

Transitional Services for New York, Inc. Defined Benefit Plan holds $10M for 269 participants — about $38,351 per participant, up 15.5% over the 2022 plan year.

$10M
total plan assets (2022 EOY)
269
covered participants
$38,351
avg assets per participant
+15.5%
assets growth YoY
Total Assets (2023)
$10M
Participants
269
State
Industry
Healthcare & Social Assistance

What the Filing Says About Transitional Services for New York, Inc. Defined Benefit Plan

Transitional Services for New York, Inc. Defined Benefit Plan is a Defined Benefit (Pension) retirement plan sponsored by Transitional Services for New York, Inc, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 269 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237376074, and the plan has been effective since 1988-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $10M at year-end — a gain of 15.5%. Net assets (after liabilities) closed the year at $10M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$1M
Plan TypeDefined Benefit (Pension)
Employer EIN237376074
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Transitional Services for New York, Inc)

Year Plans Participants Total Assets
2022 1 269 $10M
2023 1 267 $12M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Transitional Services for New York, Inc. Defined Benefit Plan?
As of the 2022 Form 5500 filing, Transitional Services for New York, Inc. Defined Benefit Plan holds $10M in total assets with 269 participants. It is sponsored by Transitional Services for New York, Inc.
What type of plan is Transitional Services for New York, Inc. Defined Benefit Plan?
Transitional Services for New York, Inc. Defined Benefit Plan is a Defined Benefit (Pension) plan. It has been effective since 1988-07-01. The plan is filed with the U.S. Department of Labor under EIN 237376074.
Who sponsors the Transitional Services for New York, Inc. Defined Benefit Plan?
Transitional Services for New York, Inc. Defined Benefit Plan is sponsored by Transitional Services for New York, Inc, located in New York. The sponsor's EIN is 237376074 and the plan operates in the Healthcare & Social Assistance industry.
How did Transitional Services for New York, Inc. Defined Benefit Plan perform in 2022?
Transitional Services for New York, Inc. Defined Benefit Plan grew by 15.5% during 2022, moving from $9M to $10M in total assets. Net income was $1M.
Where can I find official filings for Transitional Services for New York, Inc. Defined Benefit Plan?
Official Form 5500 filings for Transitional Services for New York, Inc. Defined Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 237376074 or plan name at efast.dol.gov.
How does Transitional Services for New York, Inc. Defined Benefit Plan compare to other plans?
You can compare Transitional Services for New York, Inc. Defined Benefit Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 237376074.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.