Profit Sharing · DOL Form 5500 · 2023
Services for the Underserved Profit Sharing Plan
Data updated 2026-08-11
- $26M
- Total assets
- 1,684
- Participants
- 77th
- Percentile by assets
- $15,453
- Avg per participant
Official DOL plan name: Services for the Underserved 403(b) Plan · Sponsored by Services for the Underserved · New York · Healthcare & Social Assistance
$26M in assets, 1,684 participants
Services for the Underserved's Services for the Underserved 403(b) Plan reported $26M in total assets and 1,684 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- 77th percentile by assets (of 127,072 plans)
- #14,261 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Services for the Underserved 403(b) Plan covers 1,684 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $26M.
- $26M
- total plan assets (2023 EOY)
- 1,684
- covered participants
- 77th
- percentile by assets (of 127,072 plans)
- $15,453
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Services for the Underserved 403(b) Plan reported net income rose from -$418K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Services for the Underserved 403(b) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Services for the Underserved 403(b) Plan reported participants rose from 1,586 in the plan year 2022 filing to 1,684 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Services for the Underserved 403(b) Plan reports 1,684 participants - 2.1x that state average ($26M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $6M |
| Employer EIN | 911918247 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Services for the Underserved)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,586 | $20M |
| 2023 | 1 | 1,684 | $26M |
| 2024 | 1 | 1,715 | $32M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Services for the Underserved 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Services for the Underserved 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Services for the Underserved 403(b) Plan assets move in 2023? ▼
How have Services for the Underserved plan assets changed over time? ▼
Where does Services for the Underserved 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Services for the Underserved 403(b) Plan? ▼
Next read for Services for the Underserved 403(b) Plan
Filing takeaways
Ways to act on Services for the Underserved 403(b) Plan's numbers.
- By total assets, Services for the Underserved 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Services for the Underserved's sponsor-wide assets have grown 65.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans