401(k) · DOL Form 5500 · 2023

Claims Service Bureau of New York, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
29
Participants Small participant base
47th
Percentile by assets National rank
$196,561
Avg per participant Above avg balance/head
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Official DOL plan name: Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan · Sponsored by Claims Service Bureau of New York, Inc. · New York · Finance & Insurance

$6M in assets, 29 participants

Claims Service Bureau of New York, Inc.'s Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan reported $6M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,959 in Finance & Insurance (8,869 peers)

2023 asset change

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan grew sharply 16.6% in 2023 ($5M → $6M) for 29 participants.

#2,959
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan vs every filed plan by assets

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

$5,700,272 47th percentile higher than 47% 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

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan reported net income rose from -$718K in the plan year 2022 filing to $811K in the plan year 2023 filing.
  • Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 112287784 · Claims Service Bureau of New York, Inc. PY 2023 · 401(k)

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan · $6M · 29 · 47th

  • EOY $6M
  • EOY 29
  • EOY 47th
  • EOY 401(k)
  • EOY near Chernoff Sales Retirement Plan
  • EOY ind #2959

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 Finance & Insurance retirement plans → · Plans in New York →

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan in the asset neighbourhood

Claims Service Bureau of New York, Inc. Employees' Profit Sharing PlanClaims Service Bureau of New…$6MChernoff Sales Retirement PlanChernoff Sales Retirement Pl…$6MMarshall-Jackson Mental Health Board 401(k) Retirement PlanMarshall-Jackson Mental Heal…$6MRussell & Lazarus a Profession 401(k) Profit Sharing Plan & TrustRussell & Lazarus a Professi…$6MBrinly-Hardy Company Retirement Savings PlanBrinly-Hardy Company Retirem…$6M
End-of-year total assets ($M) among Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Claims Service Bureau of New York, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Claims Service Bureau of New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 0.358214071821993% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.89M $4.87M ▼ -0.4%
Year Plans Participants Total Assets
2022 1 29 $5M
2023 1 29 $6M
2024 1 29 $5M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$811K
Employer EIN112287784
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan, Total assets ($B): 0.005700272 · Participants: 29Claims Service Bureau of New York, Inc. Employees' Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Chernoff Sales Retirement Plan in FL ($6M); by covered participants it is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants). Same-state nearby plans are listed separately above.

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 Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan assets move in 2023?
Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan grew sharply - up 16.6% during 2023, from $5M to $6M. Reported net income was $811K.
How have Claims Service Bureau of New York, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Claims Service Bureau of New York, Inc.'s sponsor-wide assets declined 0.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Chernoff Sales Retirement Plan in FL ($6M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Claims Service Bureau of New York, Inc. Employees' Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Kizer Pharmacy, LLC Safe Harbor 401(k) Plan in TN (29 participants, $2M in assets).