Profit Sharing · DOL Form 5500 · 2023
Wraparound Services of the Hudson Valley Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $39,778
- Avg per participant Low balance/head
Official DOL plan name: Wraparound Services of the Hudson Valley Defined Contribution Plan · Sponsored by Wraparound Services of the Hudson Valley · New York · Healthcare & Social Assistance
$5M in assets, 138 participants
Wraparound Services of the Hudson Valley's Wraparound Services of the Hudson Valley Defined Contribution Plan reported $5M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #8,938 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Wraparound Services of the Hudson Valley Defined Contribution Plan covers 138 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #8,938
- in Healthcare & Social Assistance (17,684 peers)
- +18.4%
- assets growth YoY
Wraparound Services of the Hudson Valley Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wraparound Services of the Hudson Valley Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,489,423 46th percentile higher than 46% 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
Wraparound Services of the Hudson Valley Defined Contribution 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. Wraparound Services of the Hudson Valley Defined Contribution Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wraparound Services of the Hudson Valley Defined Contribution Plan reported net income rose from -$720K in the plan year 2022 filing to $853K in the plan year 2023 filing.
- Wraparound Services of the Hudson Valley Defined Contribution Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Wraparound Services of the Hudson Valley Defined Contribution Plan reported participants fell from 147 in the plan year 2022 filing to 138 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 141377518 · Wraparound Services of the Hudson Valley PY 2023 · Profit Sharing
Wraparound Services of the Hudson Valley Defined Contribution Plan · $5M · 138 · 46th
- IND $5M
- IND 138
- IND 46th
- IND Profit Sharing
- IND near M. Urbistondo and Y. Perez Retirement Plan
- IND ind #8938
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 →
Wraparound Services of the Hudson Valley Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $853K |
| Employer EIN | 141377518 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wraparound Services of the Hudson Valley)
Sponsor-wide plan assets over time
All Wraparound Services of the Hudson Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 15.136552690021144% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 331 | $5M |
| 2023 | 1 | 138 | $5M |
| 2024 | 1 | 153 | $6M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Wraparound Services of the Hudson Valley Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is M. Urbistondo and Y. Perez Retirement Plan in FL ($5M); by covered participants it is Autobody Products, Inc. Profit Sharing Plan in PA (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 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.