Other · DOL Form 5500 · 2023
The Fresh Air Fund Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $227,697
- Avg per participant Above avg balance/head
Official DOL plan name: The Fresh Air Fund Tax Sheltered Annuity Plan · Sponsored by The Fresh Air Fund · New York · Healthcare & Social Assistance
$5M in assets, 23 participants
The Fresh Air Fund's The Fresh Air Fund Tax Sheltered Annuity Plan reported $5M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,730 in Healthcare & Social Assistance (17,684 peers)
The Fresh Air Fund multi-year trail
The Fresh Air Fund's plans moved -27.4% in assets from 2022 to 2024; this filing shows The Fresh Air Fund Tax Sheltered Annuity Plan at $5M / 23 participants.
- #8,730
- in Healthcare & Social Assistance (17,684 peers)
- +19.5%
- assets growth YoY
The Fresh Air Fund Tax Sheltered Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Fresh Air Fund Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,237,033 45th percentile higher than 45% 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
The Fresh Air Fund Tax Sheltered Annuity Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fresh Air Fund Tax Sheltered Annuity Plan is a small filing (23 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Fresh Air Fund Tax Sheltered Annuity Plan reported net income rose from -$273K in the plan year 2022 filing to $853K in the plan year 2023 filing.
- The Fresh Air Fund Tax Sheltered Annuity Plan reported participants fell from 29 in the plan year 2022 filing to 23 in the plan year 2023 filing.
- The Fresh Air Fund Tax Sheltered Annuity Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131656653 · The Fresh Air Fund PY 2023 · Other
The Fresh Air Fund Tax Sheltered Annuity Plan · $5M · 23 · 45th
- EIN $5M
- EIN 23
- EIN 45th
- EIN Other
- EIN near Mission Neighborhood Centers, Inc. 403(b) Plan
- EIN ind #8730
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 →
The Fresh Air Fund Tax Sheltered Annuity Plan in the asset neighbourhood
The Fresh Air Fund multi-year asset trail
Sponsor-wide plan assets over time
All The Fresh Air Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 27.37125978592225% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 103 | $15M |
| 2023 | 2 | 64 | $9M |
| 2024 | 2 | 78 | $11M |
The Fresh Air Fund filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $853K |
| Employer EIN | 131656653 |
| Plan Effective Date | 1985-02-01 |
| 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
The Fresh Air Fund Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Mission Neighborhood Centers, Inc. 403(b) Plan in CA ($5M); by covered participants it is Puff Sierzega & Macfeeters LLC Tr in NJ (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.
- Puff Sierzega & Macfeeters LLC Tr (NJ) 23 · 0 off
- New Vista of the Bluegrass, Inc. 403(b) Plan (KY) 23 · 0 off
- Newark School of the Arts Deferred Annuity Plan (NJ) 23 · 0 off
- Stanley Total Living Center Investment Plan (NC) 22 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.