Money Purchase · DOL Form 5500 · 2023

Spence-Chapin Services to Families and Children Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
34
Participants
41st
Percentile by assets
$126,331
Avg per participant
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Official DOL plan name: Spence-Chapin Services to Families and Children · Sponsored by Spence-Chapin Services to Families and Children · New York · Healthcare & Social Assistance

$4M in assets, 34 participants

Spence-Chapin Services to Families and Children's Spence-Chapin Services to Families and Children reported $4M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • 41st percentile by assets (of 127,072 plans)
  • #7,898 in Healthcare & Social Assistance (17,684 peers)

Spence-Chapin Services to Families and Children multi-year trail

Spence-Chapin Services to Families and Children's plans moved +22.8% in assets from 2022 to 2024; this filing shows Spence-Chapin Services to Families and Children at $4M / 34 participants.

$4M
total plan assets (2023 EOY)
34
covered participants
41st
percentile by assets (of 127,072 plans)
$126,331
avg assets per participant

Where Spence-Chapin Services to Families and Children sits by total assets

Spence-Chapin Services to Families and Children vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,295,263 41st percentile higher than 41% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spence-Chapin Services to Families and Children reported net income rose from -$2M in the plan year 2022 filing to $634K in the plan year 2023 filing.
  • Spence-Chapin Services to Families and Children end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Spence-Chapin Services to Families and Children reported participants fell from 36 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Healthcare & Social Assistance

Spence-Chapin Services to Families and Children across 3 plan years on file

Across the 3 plan years Spence-Chapin Services to Families and Children has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $4M, a gain of 22.8%, while reported participants moved from 36 to 38 (+5.6%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($4M).

Spence-Chapin Services to Families and Children multi-year asset trail

$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.5M ▲ +23.0%
Total plan assets by year, all Spence-Chapin Services to Families and Children plans on file
Year Plans Participants Total Assets
2022 1 36 $4M
2023 1 34 $4M
2024 1 38 $4M

Spence-Chapin Services to Families and Children filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$634K
Employer EIN131834590
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Spence-Chapin Services to Families and Children vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Spence-Chapin Servic…, Total assets ($B): 0.004295263 · Participants: 34Spence-Chapin Servic…Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christia…, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christia…McKinsey & Company, …, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, …Brookhaven Science A…, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science A…Iron Workers Locals …, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals …
Spence-Chapin Services to Families and Children vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Spence-Chapin Services to Families and C… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Spence-Chapin Services to Families and Children by total assets, not by location.

Frequently Asked Questions

How did Spence-Chapin Services to Families and Children assets move in 2023? ▼
Spence-Chapin Services to Families and Children grew sharply - up 17.3% during 2023, from $4M to $4M. Reported net income was $634K.
How have Spence-Chapin Services to Families and Children plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spence-Chapin Services to Families and Children's sponsor-wide assets grew 22.8%, from $4M to $4M.
Which Money Purchase plans are similar in size to Spence-Chapin Services to Families and Children? ▼
Among Money Purchase plans in other states, the closest by assets is National Fisheries Institute Employees Retirement Plan in VA ($4M, 15 participants).

Next read for Spence-Chapin Services to Families and C…

Multi-year trail

Ways to act on Spence-Chapin Services to Families and Children's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131834590.

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.