Money Purchase · DOL Form 5500 · 2023

Westchester Visiting Nurse Services Group, Inc. Money Purchase Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
94
Participants Small participant base
64th
Percentile by assets National rank
$135,512
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. · Sponsored by Westchester Visiting Nurse Services Group, Inc. · New York · Healthcare & Social Assistance

$13M in assets, 94 participants

Westchester Visiting Nurse Services Group, Inc.'s Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. reported $13M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,221 in Healthcare & Social Assistance (17,684 peers)

Westchester Visiting Nurse Services Group, Inc. multi-year trail

Westchester Visiting Nurse Services Group, Inc.'s plans moved +15.0% in assets from 2022 to 2024; this filing shows Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. at $13M / 94 participants.

#12,221
in Healthcare & Social Assistance (17,684 peers)
+6.4%
assets growth YoY

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. vs every filed plan by assets

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

$12,738,152 Top 36% higher than 64% 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

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. reported net income rose from -$2M in the plan year 2022 filing to $768K in the plan year 2023 filing.
  • Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. reported participants fell from 136 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133323176 · Westchester Visiting Nurse Services Group, Inc. PY 2023 · Money Purchase

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. · $13M · 94 · 64th

  • VS-ST $13M
  • BOY 94
  • SCH 64th
  • EBSA Money Purchase
  • PART near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
  • TYPE ind #12221

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 →

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. in the asset neighbourhood

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.Defined Contribution Pension…$13MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$13MColorado Symphony Orchestra Money Purchase Pension PlanColorado Symphony Orchestra …$13MPainters and Allied Trades Local 1959 Retirement PlanPainters and Allied Trades L…$13MThames Valley Council for Community Action, Inc. Money Purchase Pension PlanThames Valley Council for Co…$13M
End-of-year total assets ($M) among Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Westchester Visiting Nurse Services Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Westchester Visiting Nurse Services Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.001553011145758% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $12M $13.8M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 136 $12M
2023 1 94 $13M
2024 1 98 $14M

Westchester Visiting Nurse Services Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$768K
Employer EIN133323176
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

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

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc., Total assets ($B): 0.012738152 · Participants: 94Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. vs. nearby Money Purchase plans in New York, assets vs. participants

Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.'s out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($13M); by covered participants it is First District Association Retirement Benefit Program for Union Employees in MN (94 participants). Same-state nearby plans are listed separately above.

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 Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. assets move in 2023?
Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc. grew at a solid clip - up 6.4% during 2023, from $12M to $13M. Reported net income was $768K.
How have Westchester Visiting Nurse Services Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Westchester Visiting Nurse Services Group, Inc.'s sponsor-wide assets grew 15.0%, from $12M to $14M.
Which Money Purchase plans are similar in size to Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.?
Among Money Purchase plans in other states, the closest by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($13M, 151 participants).
Which Money Purchase plans cover a similar participant headcount to Defined Contribution Pension Plan of Westchester Visiting Nurse Services Group, Inc.?
Among Money Purchase plans in other states, the closest by covered participants is First District Association Retirement Benefit Program for Union Employees in MN (94 participants, $10M in assets).