Other · DOL Form 5500 · 2023
Family Services of Westchester Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 442
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $23,715
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. · Sponsored by Family Services of Westchester · New York · Other Services
$10M in assets, 442 participants
Family Services of Westchester's 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. reported $10M in total assets and 442 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #6,050 in Other Services (7,857 peers)
Family Services of Westchester multi-year trail
Family Services of Westchester's plans moved +30.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. at $10M / 442 participants.
- #6,050
- in Other Services (7,857 peers)
- +14.3%
- assets growth YoY
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,481,817 Top 40% higher than 60% 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 for Employees of Family Services of Westchester, Inc. 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 for Employees of Family Services of Westchester, Inc. sits mid-pack in the medium band (442 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. reported participants rose from 397 in the plan year 2022 filing to 442 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131773419 · Family Services of Westchester PY 2023 · Other
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. · $10M · 442 · 60th
- 5500 $10M
- ASSETS 442
- PCT 60th
- EIN Other
- RANK near Turning Point School Defined Contribution Retirement Plan
- PHOTO ind #6050
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. in the asset neighbourhood
Family Services of Westchester multi-year asset trail
Sponsor-wide plan assets over time
All Family Services of Westchester plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.16409527975126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 397 | $9M |
| 2023 | 1 | 442 | $10M |
| 2024 | 1 | 639 | $12M |
Family Services of Westchester filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 131773419 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
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 for Employees of Family Services of Westchester, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Turning Point School Defined Contribution Retirement Plan in CA ($10M); by covered participants it is Museum Associates Dba Los Angeles County Museum of Art 401(a) Plan in CA (442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (442 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.