Other · DOL Form 5500 · 2023
Legal Services of the Hudson Valley Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $97,499
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan Sponsored by Legal Services · Sponsored by Legal Services of the Hudson Valley · New York · Professional & Technical Services
$16M in assets, 160 participants
Legal Services of the Hudson Valley's 403(b) Thrift Plan Sponsored by Legal Services reported $16M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #13,675 in Professional & Technical Services (20,321 peers)
Coverage in New York
403(b) Thrift Plan Sponsored by Legal Services covers 160 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #13,675
- in Professional & Technical Services (20,321 peers)
- +32.4%
- assets growth YoY
403(b) Thrift Plan Sponsored by Legal Services's outsized position by total assets
403(b) Thrift Plan Sponsored by Legal Services vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,599,783 Top 32% higher than 68% 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
403(b) Thrift Plan Sponsored by Legal Services 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. 403(b) Thrift Plan Sponsored by Legal Services sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan Sponsored by Legal Services reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan Sponsored by Legal Services end-of-year assets rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- 403(b) Thrift Plan Sponsored by Legal Services reported participants rose from 148 in the plan year 2022 filing to 160 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 136265606 · Legal Services of the Hudson Valley PY 2023 · Other
403(b) Thrift Plan Sponsored by Legal Services · $16M · 160 · 68th
- EOY $16M
- EOY 160
- EOY 68th
- EOY Other
- EOY near Opportunity Alliance 403(b) Plan
- EOY ind #13675
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 Professional & Technical Services retirement plans → · Plans in New York →
403(b) Thrift Plan Sponsored by Legal Services in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 136265606 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Services of the Hudson Valley)
Sponsor-wide plan assets over time
All Legal Services of the Hudson Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 50.94028802423273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 223 | $15M |
| 2023 | 2 | 270 | $20M |
| 2024 | 2 | 347 | $23M |
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
403(b) Thrift Plan Sponsored by Legal Services's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Opportunity Alliance 403(b) Plan in ME ($16M); by covered participants it is Cornerstone Vna Retirement Plan in NH (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Cornerstone Vna Retirement Plan (NH) 160 · 0 off
- League School of Greater Boston, Inc. 403(b) Plan (MA) 160 · 0 off
- 403(b) Thrift Plan for S.P.C.a. of Texas (TX) 160 · 0 off
- Pomfret School 403(b) Retirement Plan (CT) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.