Profit Sharing · DOL Form 5500 · 2023
Greater Opportunities Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 145
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $25,740
- Avg per participant Low balance/head
Official DOL plan name: Greater Opportunities 403(b) Plan · Sponsored by Greater Opportunities · New York · Healthcare & Social Assistance
$4M in assets, 145 participants
Greater Opportunities's Greater Opportunities 403(b) Plan reported $4M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,303 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Greater Opportunities 403(b) Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #7,303
- in Healthcare & Social Assistance (17,684 peers)
- +18.5%
- assets growth YoY
Greater Opportunities 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Greater Opportunities 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,732,328 39th percentile higher than 39% 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
Greater Opportunities 403(b) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Greater Opportunities 403(b) Plan sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Greater Opportunities 403(b) Plan reported net income rose from -$772K in the plan year 2022 filing to $584K in the plan year 2023 filing.
- Greater Opportunities 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Greater Opportunities 403(b) Plan reported participants rose from 137 in the plan year 2022 filing to 145 in the plan year 2023 filing.
DOL schedule card
Filing strip 160909190 · Greater Opportunities PY 2023 · Profit Sharing
Greater Opportunities 403(b) Plan · $4M · 145 · 39th
- EOY $4M
- 5500 145
- ASSETS 39th
- PCT Profit Sharing
- EIN near Paratransit Services 403(b) Plan
- RANK ind #7303
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 →
Greater Opportunities 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $584K |
| Employer EIN | 160909190 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Greater Opportunities)
Sponsor-wide plan assets over time
All Greater Opportunities plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 54.3795882406374% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $3M |
| 2023 | 1 | 145 | $4M |
| 2024 | 1 | 138 | $5M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Greater Opportunities 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Paratransit Services 403(b) Plan in WA ($4M); by covered participants it is Henrietta Weill Memorial Child Guidance Clinic 403b Plan in CA (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Henrietta Weill Memorial Child Guidance Clinic 403b Plan (CA) 145 · 0 off
- Oregon Catholic Press 403(b) Plan (OR) 145 · 0 off
- Warren General Hospital 403(b) Supplemental Pension for Nonbargaining Unit Employees (PA) 145 · 0 off
- Incarnation Home Health Services, Inc. Profit Sharing Plan (TX) 145 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.