Profit Sharing · DOL Form 5500 · 2023

Services for the Underserved Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,684
Participants Near avg headcount
77th
Percentile by assets National rank
$15,453
Avg per participant Low balance/head
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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.

  • #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.

#14,261
in Healthcare & Social Assistance (17,684 peers)
+32.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Services for the Underserved 403(b) Plan's outsized position by total assets

Services for the Underserved 403(b) Plan vs every filed plan by assets

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

$26,022,387 Top 23% higher than 77% 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

Services for the Underserved 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Services for the Underserved 403(b) Plan lands in the large band (1,684 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 911918247 · Services for the Underserved PY 2023 · Profit Sharing

Services for the Underserved 403(b) Plan · $26M · 1,684 · 77th

  • VS-ST $26M
  • BOY 1,684
  • SCH 77th
  • EBSA Profit Sharing
  • PART near Southwestern College Employee Retirement Plan
  • TYPE ind #14261

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 →

Services for the Underserved 403(b) Plan in the asset neighbourhood

Lifesouth Retirement Plan$26MThe Promptcare Companies, Inc. 401(k) PlanThe Promptcare Companies, In…$26MServices for the Underserved 403(b) PlanServices for the Underserved…$26MSouthwestern College Employee Retirement PlanSouthwestern College Employe…$26MJames E. Nave, D. V. M. , Tropicana Veterinary Clinic, Ltd. Profit Sharing Plan and TrustJames E. Nave, D. V. M. , Tr…$26M
End-of-year total assets ($M) among Services for the Underserved 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN911918247
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Services for the Underserved)

Sponsor-wide plan assets over time

All Services for the Underserved plans reported in each filing year

Latest sponsor-wide plan assets
$32M 65.00300659003145% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.6M $32.4M ▲ +65.0%
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 Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Services for the Underserved 403(b) Plan, Total assets ($B): 0.026022387 · Participants: 1684Services for the Underserved 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Services for the Underserved 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Services for the Underserved 403(b) Plan side-by-side with 3 peers →

Services for the Underserved 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Southwestern College Employee Retirement Plan in KS ($26M); by covered participants it is Osu Physicians, Inc. Interim Retirement Plan in OH (1,681 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,684 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 Services for the Underserved 403(b) Plan assets move in 2023? ▼
Services for the Underserved 403(b) Plan surged - up 32.6% during 2023, from $20M to $26M. Reported net income was $6M.
How have Services for the Underserved plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Services for the Underserved's sponsor-wide assets grew 65.0%, from $20M to $32M.
Where does Services for the Underserved 403(b) Plan rank by assets among Form 5500 filers? ▼
Services for the Underserved 403(b) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Services for the Underserved 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Southwestern College Employee Retirement Plan in KS ($26M, 266 participants).
Which Profit Sharing plans cover a similar participant headcount to Services for the Underserved 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Osu Physicians, Inc. Interim Retirement Plan in OH (1,681 participants, $161M in assets).

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) - original filing retrieval by EIN 911918247.

Read our methodology - how this data is sourced, computed, and verified.

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