Other · DOL Form 5500 · 2023

Upstate Cerebral Palsy Dba Upstate Caring Partners Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
1,625
Participants Near avg headcount
87th
Percentile by assets National rank
$36,442
Avg per participant Low balance/head
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Official DOL plan name: Upstate Caring Partners 403(b) Retirement Plan · Sponsored by Upstate Cerebral Palsy Dba Upstate Caring Partners · New York · Healthcare & Social Assistance

$59M in assets, 1,625 participants

Upstate Cerebral Palsy Dba Upstate Caring Partners's Upstate Caring Partners 403(b) Retirement Plan reported $59M in total assets and 1,625 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,766 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Upstate Caring Partners 403(b) Retirement Plan covers 1,625 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $59M.

#15,766
in Healthcare & Social Assistance (17,684 peers)
+0.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Upstate Caring Partners 403(b) Retirement Plan's outsized position by total assets

Upstate Caring Partners 403(b) Retirement Plan vs every filed plan by assets

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

$59,218,178 Top 13% higher than 87% 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

Upstate Caring Partners 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Caring Partners 403(b) Retirement Plan lands in the large band (1,625 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upstate Caring Partners 403(b) Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $917K in the plan year 2023 filing.
  • Upstate Caring Partners 403(b) Retirement Plan reported participants rose from 1,611 in the plan year 2022 filing to 1,625 in the plan year 2023 filing.
  • Upstate Caring Partners 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $59M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 150543657 · Upstate Cerebral Palsy Dba Upstate Caring Partners PY 2023 · Other

Upstate Caring Partners 403(b) Retirement Plan · $59M · 1,625 · 87th

  • SCH $59M
  • SCH 1,625
  • SCH 87th
  • SCH Other
  • SCH near Society of Actuaries Research Institute 403(b) Retirement Plan
  • SCH ind #15766

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 →

Upstate Caring Partners 403(b) Retirement Plan in the asset neighbourhood

The Museum of Fine Arts, Houston Retirement Savings PlanThe Museum of Fine Arts, Hou…$59MUpstate Caring Partners 403(b) Retirement PlanUpstate Caring Partners 403(…$59MSociety of Actuaries Research Institute 403(b) Retirement PlanSociety of Actuaries Researc…$59MHolyoke Medical Center, Inc. 403(b) Retirement PlanHolyoke Medical Center, Inc.…$59MBeloit College Defined Contribution Retirement PlanBeloit College Defined Contr…$59M
End-of-year total assets ($M) among Upstate Caring Partners 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$59M
Net Income$917K
Employer EIN150543657
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upstate Cerebral Palsy Dba Upstate Caring Partners)

Sponsor-wide plan assets over time

All Upstate Cerebral Palsy Dba Upstate Caring Partners plans reported in each filing year

Latest sponsor-wide plan assets
$66M 12.417990006297504% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $59M $66.4M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 1,611 $59M
2023 1 1,625 $59M
2024 1 1,567 $66M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Upstate Caring Partners 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Upstate Caring Partners 403(b) Retirement Plan, Total assets ($B): 0.059218178 · Participants: 1625Upstate Caring Partners 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Upstate Caring Partners 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Upstate Caring Partners 403(b) Retirement Plan side-by-side with 3 peers →

Upstate Caring Partners 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Society of Actuaries Research Institute 403(b) Retirement Plan in IL ($59M); by covered participants it is Midwestern University Retirement Plan in IL (1,624 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,625 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 Upstate Caring Partners 403(b) Retirement Plan assets move in 2023? ▼
Upstate Caring Partners 403(b) Retirement Plan held essentially flat - up 0.3% during 2023, from $59M to $59M. Reported net income was $917K.
How have Upstate Cerebral Palsy Dba Upstate Caring Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upstate Cerebral Palsy Dba Upstate Caring Partners's sponsor-wide assets grew 12.4%, from $59M to $66M.
Where does Upstate Caring Partners 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Upstate Caring Partners 403(b) Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Upstate Caring Partners 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Society of Actuaries Research Institute 403(b) Retirement Plan in IL ($59M, 172 participants).
Which Other plans cover a similar participant headcount to Upstate Caring Partners 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Midwestern University Retirement Plan in IL (1,624 participants, $442M 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 150543657.

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.