Money Purchase · DOL Form 5500 · 2023

Spence-Chapin Services to Families and Children Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
34
Participants Small participant base
41st
Percentile by assets National rank
$126,331
Avg per participant Near avg balance/head
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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.

  • #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.

#7,898
in Healthcare & Social Assistance (17,684 peers)
+17.3%
assets growth YoY

Spence-Chapin Services to Families and Children's mid-pack asset rank among Healthcare & Social Assistance and all filers

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 $2,050,000,000 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

Spence-Chapin Services to Families and Children among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spence-Chapin Services to Families and Children is a small filing (34 participants) on this national headcount ladder.

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 →

DOL schedule card

Filing strip 131834590 · Spence-Chapin Services to Families and Children PY 2023 · Money Purchase

Spence-Chapin Services to Families and Children · $4M · 34 · 41st

  • EOY $4M
  • EOY 34
  • EOY 41st
  • EOY Money Purchase
  • EOY near National Fisheries Institute Employees Retirement Plan
  • EOY ind #7898

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 →

Spence-Chapin Services to Families and Children in the asset neighbourhood

Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.Employees' Retirement Plan o…$4MSpence-Chapin Services to Families and ChildrenSpence-Chapin Services to Fa…$4MLife Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and TrustLife Management Center of No…$4MNational Fisheries Institute Employees Retirement PlanNational Fisheries Institute…$4MKai Ming, Inc 403(b) DC Retirement PlanKai Ming, Inc 403(b) DC Reti…$4M
End-of-year total assets ($M) among Spence-Chapin Services to Families and Children and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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

Sponsor-wide plan assets over time

All Spence-Chapin Services to Families and Children plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.764557351960452% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.5M ▲ +23.0%
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 ($B) Participants Spence-Chapin Services to Families and Children, Total assets ($B): 0.004295263 · Participants: 34Spence-Chapin Services to Families and ChildrenTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
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 Children side-by-side with 3 peers →

Spence-Chapin Services to Families and Children's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is National Fisheries Institute Employees Retirement Plan in VA ($4M); by covered participants it is Lung Rose Voss & Wagnild Money Purchase Pension Plan in HI (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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.

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).
Which Money Purchase plans cover a similar participant headcount to Spence-Chapin Services to Families and Children? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lung Rose Voss & Wagnild Money Purchase Pension Plan in HI (34 participants, $14M in assets).

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.