Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Handicapped Children's Association of Southern Ny Β· New York Β· Other Services

What the 2023 filing shows

403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. holds $11M for 309 participants - about $36,228 per participant, up 22.1% over the 2023 plan year.

$11M
total plan assets (2023 EOY)
309
covered participants
$36,228
avg assets per participant
+22.1%
assets growth YoY
Total Assets (2023)
$11M
Participants
309
State
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.

403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. is a Profit Sharing retirement plan sponsored by The Handicapped Children's Association of Southern Ny, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 309 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 150516395, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $11M at year-end β€” a gain of 22.1%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN150516395
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Handicapped Children's Association of Southern Ny)

Year Plans Participants Total Assets
2022 1 294 $9M
2023 1 309 $11M
2024 1 370 $13M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. holds $11M in total assets with 309 participants. It is sponsored by The Handicapped Children's Association of Southern Ny.
What type of plan is 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.?
403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. is a Profit Sharing plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 150516395.
Who sponsors the 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.?
403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. is sponsored by The Handicapped Children's Association of Southern Ny, located in New York. The sponsor's EIN is 150516395 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. perform in 2023?
403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. grew by 22.1% during 2023, moving from $9M to $11M in total assets. Net income was $2M.
Where can I find official filings for 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 150516395 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc. against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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) β€” original filing retrieval by EIN 150516395.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.