401(k) · DOL Form 5500 · 2023
Settlement Health & Medical Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 117
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $70,252
- Avg per participant Below avg balance/head
Official DOL plan name: Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. · Sponsored by Settlement Health & Medical Services, Inc. · New York · Healthcare & Social Assistance
$8M in assets, 117 participants
Settlement Health & Medical Services, Inc.'s Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. reported $8M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #10,595 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. covers 117 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #10,595
- in Healthcare & Social Assistance (17,684 peers)
- +21.0%
- assets growth YoY
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,219,486 Top 46% higher than 54% 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
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. 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. Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. sits mid-pack in the medium band (117 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. reported participants rose from 104 in the plan year 2022 filing to 117 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 132957943 · Settlement Health & Medical Services, Inc. PY 2023 · 401(k)
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. · $8M · 117 · 54th
- VS-ST $8M
- VS-ST 117
- VS-ST 54th
- VS-ST 401(k)
- VS-ST near Assia, Inc. 401(k) Plan
- VS-ST ind #10595
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 →
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 132957943 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Settlement Health & Medical Services, Inc.)
Sponsor-wide plan assets over time
All Settlement Health & Medical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 39.42090627448418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $7M |
| 2023 | 1 | 117 | $8M |
| 2024 | 1 | 118 | $9M |
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
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Assia, Inc. 401(k) Plan in CA ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Assia, Inc. 401(k) Plan (CA) $8M · 8
- Marich Confectionery Company 401(k) Plan (CA) $8M · 141
- Nrsi 401(k) Plan (NV) $8M · 1,957
- Banco De Bogota Miami Agency Profit Sharing and 401(k) Plan (FL) $8M · 34
Similar participant headcount
Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.
- Carteret Management Corporation 401(k) Plan (FL) 117 · 0 off
- Mid America Pipe 401(k) Plan (KS) 117 · 0 off
- Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
- The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.