Other · DOL Form 5500 · 2023

Pro Action of Steuben & Yates, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
235
Participants Below avg headcount
50th
Percentile by assets National rank
$28,625
Avg per participant Low balance/head
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Official DOL plan name: Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · Sponsored by Pro Action of Steuben & Yates, Inc. · New York · Other Services

$7M in assets, 235 participants

Pro Action of Steuben & Yates, Inc.'s Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan reported $7M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,530 in Other Services (7,857 peers)

Coverage in New York

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan covers 235 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $7M.

#5,530
in Other Services (7,857 peers)
+10.1%
assets growth YoY

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$6,726,833 Top 50% higher than 50% 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

Pro Action of Steuben & Yates, Inc. 403(b) Retirement 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. Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $615K in the plan year 2023 filing.
  • Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160914512 · Pro Action of Steuben & Yates, Inc. PY 2023 · Other

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · $7M · 235 · 50th

  • PCT $7M
  • EIN 235
  • RANK 50th
  • PHOTO Other
  • IND near Employee Benefit Plan of Hr New Hire, LLC
  • EOY ind #5530

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 →

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan in the asset neighbourhood

Pro Action of Steuben & Yates, Inc. 403(b) Retirement PlanPro Action of Steuben & Yate…$7MEmployee Benefit Plan of Hr New Hire, LLCEmployee Benefit Plan of Hr …$7MCape Abilities, Inc. 403(b) Defined Contribution/Tax Sheltered Annuity PlanCape Abilities, Inc. 403(b) …$7MNational Capital Treatment and Recovery 403(b) PlanNational Capital Treatment a…$7MJackson Christian School 403(b) DC PlanJackson Christian School 403…$7M
End-of-year total assets ($M) among Pro Action of Steuben & Yates, Inc. 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)$6M
Net Assets (End of Year)$7M
Net Income$615K
Employer EIN160914512
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pro Action of Steuben & Yates, Inc.)

Sponsor-wide plan assets over time

All Pro Action of Steuben & Yates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.00610588652423% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $6.11M $7.7M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 236 $6M
2023 1 235 $7M
2024 1 229 $8M

Nearby Other Plans in New York

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

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan, Total assets ($B): 0.006726833 · Participants: 235Pro Action of Steuben & Yates, Inc. 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
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Employee Benefit Plan of Hr New Hire, LLC in MS ($7M); by covered participants it is Sjsu Research Foundation Retirement Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan grew at a solid clip - up 10.1% during 2023, from $6M to $7M. Reported net income was $615K.
How have Pro Action of Steuben & Yates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pro Action of Steuben & Yates, Inc.'s sponsor-wide assets grew 26.0%, from $6M to $8M.
Which Other plans are similar in size to Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Hr New Hire, LLC in MS ($7M, 206 participants).
Which Other plans cover a similar participant headcount to Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Sjsu Research Foundation Retirement Plan in CA (235 participants, $110M 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 160914512.

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.