Other · DOL Form 5500 · 2023

Accord Corporation Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
93
Participants Small participant base
41st
Percentile by assets National rank
$45,556
Avg per participant Low balance/head
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Official DOL plan name: Accord Corporation Tax Deferred Annuity Plan · Sponsored by Accord Corporation · New York · Healthcare & Social Assistance

$4M in assets, 93 participants

Accord Corporation's Accord Corporation Tax Deferred Annuity Plan reported $4M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,835 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Accord Corporation Tax Deferred Annuity Plan holds $4M for 93 participants - about $45,556 per participant, in the lower half of filed plans by assets.

#7,835
in Healthcare & Social Assistance (17,684 peers)
+0.3%
assets growth YoY

Accord Corporation Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Accord Corporation Tax Deferred Annuity Plan vs every filed plan by assets

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

$4,236,674 41st percentile higher than 41% 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

Accord Corporation Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accord Corporation Tax Deferred Annuity Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Accord Corporation Tax Deferred Annuity Plan reported net income rose from -$626K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Accord Corporation Tax Deferred Annuity Plan reported participants fell from 132 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222218884 · Accord Corporation PY 2023 · Other

Accord Corporation Tax Deferred Annuity Plan · $4M · 93 · 41st

  • PCT $4M
  • EIN 93
  • RANK 41st
  • PHOTO Other
  • IND near 403(b) Thrift Plan of Child and Family Services of Eastern Virginia, Inc.
  • EOY ind #7835

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 →

Accord Corporation Tax Deferred Annuity Plan in the asset neighbourhood

Accord Corporation Tax Deferred Annuity PlanAccord Corporation Tax Defer…$4MCaldwell Medical Center Inc. Tax Deferred Annuity PlanCaldwell Medical Center Inc.…$4MNew Directions Northwest, Inc. 403b Profit Sharing PlanNew Directions Northwest, In…$4M403(b) Thrift Plan of Child and Family Services of Eastern Virginia, Inc.403(b) Thrift Plan of Child …$4MEvergreen Homes 403b Plan$4M
End-of-year total assets ($M) among Accord Corporation Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$12K
Employer EIN222218884
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accord Corporation)

Sponsor-wide plan assets over time

All Accord Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 8.432121212408102% vs 2022
2024 filing year
$4M$4.2M$4.4M$4.6M$4.8M 202220232024 $4.23M $4.58M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 132 $4M
2023 1 93 $4M
2024 1 104 $5M

Nearby Other Plans in New York

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

Accord Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Accord Corporation Tax Deferred Annuity Plan, Total assets ($B): 0.004236674 · Participants: 93Accord Corporation Tax Deferred Annuity 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
Accord Corporation Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Accord Corporation Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Child and Family Services of Eastern Virginia, Inc. in VA ($4M); by covered participants it is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Accord Corporation Tax Deferred Annuity Plan assets move in 2023?
Accord Corporation Tax Deferred Annuity Plan held essentially flat - up 0.3% during 2023, from $4M to $4M. Reported net income was $12K.
How have Accord Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Accord Corporation's sponsor-wide assets grew 8.4%, from $4M to $5M.
Which Other plans are similar in size to Accord Corporation Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Child and Family Services of Eastern Virginia, Inc. in VA ($4M, 142 participants).
Which Other plans cover a similar participant headcount to Accord Corporation Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is New England Historic Genealogical Society Defined Contribution Plan in MA (93 participants, $14M in assets).