Other · DOL Form 5500 · 2023
Afs USA Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $206,716
- Avg per participant Above avg balance/head
Official DOL plan name: Afs-USA 403(b)Plan · Sponsored by Afs USA · New York · Educational Services
$24M in assets, 116 participants
Afs USA's Afs-USA 403(b)Plan reported $24M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #2,235 in Educational Services (3,735 peers)
Coverage in New York
Afs-USA 403(b)Plan covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #2,235
- in Educational Services (3,735 peers)
- +13.1%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Afs-USA 403(b)Plan's outsized position by total assets
Afs-USA 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,979,028 Top 24% higher than 76% 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
Afs-USA 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. Afs-USA 403(b)Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Afs-USA 403(b)Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Afs-USA 403(b)Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Afs-USA 403(b)Plan reported participants fell from 118 in the plan year 2022 filing to 116 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391711417 · Afs USA PY 2023 · Other
Afs-USA 403(b)Plan · $24M · 116 · 76th
- ASSETS $24M
- ASSETS 116
- ASSETS 76th
- ASSETS Other
- ASSETS near Rocky Mountain Human Services Retirement Plan
- ASSETS ind #2235
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 Educational Services retirement plans → · Plans in New York →
Afs-USA 403(b)Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 391711417 |
| Plan Effective Date | 1975-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Afs USA)
Sponsor-wide plan assets over time
All Afs USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 11.317604968881298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $21M |
| 2023 | 1 | 116 | $24M |
| 2024 | 1 | 134 | $24M |
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
Afs-USA 403(b)Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Rocky Mountain Human Services Retirement Plan in CO ($24M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.
- Educare of Washington, DC 403(b) Plan (DC) 116 · 0 off
- Health Center Partners 403(b) Plan (CA) 116 · 0 off
- Girl Scouts of Northern California 403(b) Plan (CA) 116 · 0 off
- Familyforward Custodial Pension Plan (MO) 116 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.