Other · DOL Form 5500 · 2023
New York Community Trust Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 76
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $586,877
- Avg per participant High balance/head
Official DOL plan name: New York Community Trust Group Tax Deferred Annuity · Sponsored by New York Community Trust · New York · Other Services
$45M in assets, 76 participants
New York Community Trust's New York Community Trust Group Tax Deferred Annuity reported $45M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #7,290 in Other Services (7,857 peers)
Where New York Community Trust Group Tax Deferred Annuity sits by assets
New York Community Trust Group Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $45M for 76 participants (~$586,877/participant), up 3.4% in 2023.
- #7,290
- in Other Services (7,857 peers)
- +3.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
New York Community Trust Group Tax Deferred Annuity's outsized position by total assets
New York Community Trust Group Tax Deferred Annuity vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,602,643 Top 16% higher than 84% 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
New York Community Trust Group Tax Deferred 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. New York Community Trust Group Tax Deferred Annuity is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New York Community Trust Group Tax Deferred Annuity reported net income rose from -$9M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- New York Community Trust Group Tax Deferred Annuity reported participants rose from 69 in the plan year 2022 filing to 76 in the plan year 2023 filing.
- New York Community Trust Group Tax Deferred Annuity end-of-year assets rose from $43M in the plan year 2022 filing to $45M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133062214 · New York Community Trust PY 2023 · Other
New York Community Trust Group Tax Deferred Annuity · $45M · 76 · 84th
- SCH $45M
- EBSA 76
- PART 84th
- TYPE Other
- NET near University Medical Service Association, Inc. Tax Deferred Annuity Plan
- BOOK ind #7290
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 →
New York Community Trust Group Tax Deferred Annuity in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $1M |
| Employer EIN | 133062214 |
| Plan Effective Date | 1997-04-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York Community Trust)
Sponsor-wide plan assets over time
All New York Community Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 6.214761624144378% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $43M |
| 2023 | 1 | 76 | $45M |
| 2024 | 1 | 82 | $46M |
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
New York Community Trust Group Tax Deferred Annuity's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University Medical Service Association, Inc. Tax Deferred Annuity Plan in FL ($45M); by covered participants it is Dental Center of Nortwest Ohio 403(b) Retirement Plan in OH (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- University Medical Service Association, Inc. Tax Deferred Annuity Plan (FL) $45M · N/A
- The College Preparatory School 403(b) Defined Contribution Plan (CA) $45M · 91
- Columbia Memorial Hospital 403(b) Tax Deferred Annuity (OR) $45M · 669
- Marin Academy Defined Contribution Retirement Plan (CA) $45M · 128
Similar participant headcount
Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.