401(k) · DOL Form 5500 · 2023
The Educational & Institutional Cooperative Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 104
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $316,531
- Avg per participant High balance/head
Official DOL plan name: The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan · Sponsored by The Educational & Institutional Cooperative Services, Inc. · New York · Educational Services
$33M in assets, 104 participants
The Educational & Institutional Cooperative Services, Inc.'s The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan reported $33M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #2,471 in Educational Services (3,735 peers)
Coverage in New York
The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $33M.
- #2,471
- in Educational Services (3,735 peers)
- +19.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan's outsized position by total assets
The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,919,206 Top 20% higher than 80% 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
The Educational & Institutional Co-Op Services, Inc. Savings and Investment 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. The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan reported participants rose from 95 in the plan year 2022 filing to 104 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 111694595 · The Educational & Institutional Cooperative Services, Inc. PY 2023 · 401(k)
The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan · $33M · 104 · 80th
- 5500 $33M
- ASSETS 104
- PCT 80th
- EIN 401(k)
- RANK near Envista, LLC 401(k) Profit Sharing Plan
- PHOTO ind #2471
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 →
The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Employer EIN | 111694595 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Educational & Institutional Cooperative Services, Inc.)
Sponsor-wide plan assets over time
All The Educational & Institutional Cooperative Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 34.976954145207884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $28M |
| 2023 | 1 | 104 | $33M |
| 2024 | 1 | 103 | $37M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Educational & Institutional Co-Op Services, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Envista, LLC 401(k) Profit Sharing Plan in IN ($33M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Envista, LLC 401(k) Profit Sharing Plan (IN) $33M · 376
- Mwg Gp LLC 401(k) Plan (CT) $33M · 55
- Hmr Veterans Services, Inc. 401(k) Plan (SC) $33M · 2,322
- Bank of Springfield 401(k) Profit Sharing Plan (IL) $33M · 307
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Penn Automotive, Inc. 401(k) Plan (MI) 104 · 0 off
- Kass Shuler, P. a. 401(k) Profit Sharing Plan (FL) 104 · 0 off
- Anord Mardix (USA) Inc. (VA) 104 · 0 off
- Cleveland Hardware and Forging Co. Profit Sharing (WI) 104 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.