Other · DOL Form 5500 · 2023

Cds Life Transitions Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
741
Participants Near avg headcount
62nd
Percentile by assets National rank
$15,740
Avg per participant Low balance/head
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Official DOL plan name: Cds Life Transitions 403(b) Plan · Sponsored by Cds Life Transitions · New York · Healthcare & Social Assistance

$12M in assets, 741 participants

Cds Life Transitions's Cds Life Transitions 403(b) Plan reported $12M in total assets and 741 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,907 in Healthcare & Social Assistance (17,684 peers)

Cds Life Transitions multi-year trail

Cds Life Transitions's plans moved +53.2% in assets from 2022 to 2024; this filing shows Cds Life Transitions 403(b) Plan at $12M / 741 participants.

#11,907
in Healthcare & Social Assistance (17,684 peers)
+29.1%
assets growth YoY

Cds Life Transitions 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cds Life Transitions 403(b) Plan vs every filed plan by assets

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

$11,663,639 Top 38% higher than 62% 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

Cds Life Transitions 403(b) Plan 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. Cds Life Transitions 403(b) Plan sits mid-pack in the medium band (741 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cds Life Transitions 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cds Life Transitions 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cds Life Transitions 403(b) Plan reported participants fell from 766 in the plan year 2022 filing to 741 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 475672694 · Cds Life Transitions PY 2023 · Other

Cds Life Transitions 403(b) Plan · $12M · 741 · 62nd

  • PCT $12M
  • EIN 741
  • RANK 62nd
  • PHOTO Other
  • IND near Elwyn California Defined Contribution 403b Plan
  • EOY ind #11907

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 →

Cds Life Transitions 403(b) Plan in the asset neighbourhood

Elwyn California Defined Contribution 403b PlanElwyn California Defined Con…$12MFirst Presbyterian Day School, Inc. Tax Deferred Annuity PlanFirst Presbyterian Day Schoo…$12MRonald Reagan Presidential Foundation 403(b) DC PlanRonald Reagan Presidential F…$12MCds Life Transitions 403(b) PlanCds Life Transitions 403(b) …$12MColumbus Association for the Performing Arts 403(b) PlanColumbus Association for the…$12M
End-of-year total assets ($M) among Cds Life Transitions 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Cds Life Transitions multi-year asset trail

Sponsor-wide plan assets over time

All Cds Life Transitions plans reported in each filing year

Latest sponsor-wide plan assets
$14M 53.189910888884725% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.03M $13.8M ▲ +53.3%
Year Plans Participants Total Assets
2022 1 766 $9M
2023 1 741 $12M
2024 1 752 $14M

Cds Life Transitions filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN475672694
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Cds Life Transitions 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Cds Life Transitions 403(b) Plan, Total assets ($B): 0.011663639 · Participants: 741Cds Life Transitions 403(b) 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
Cds Life Transitions 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Cds Life Transitions 403(b) Plan side-by-side with 3 peers →

Cds Life Transitions 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Elwyn California Defined Contribution 403b Plan in CA ($12M); by covered participants it is Christian Care Management, Inc. 403(b) Plan in AZ (741 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (741 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 Cds Life Transitions 403(b) Plan assets move in 2023? ▼
Cds Life Transitions 403(b) Plan grew sharply - up 29.1% during 2023, from $9M to $12M. Reported net income was $3M.
How have Cds Life Transitions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cds Life Transitions's sponsor-wide assets grew 53.2%, from $9M to $14M.
Which Other plans are similar in size to Cds Life Transitions 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Elwyn California Defined Contribution 403b Plan in CA ($12M, 917 participants).
Which Other plans cover a similar participant headcount to Cds Life Transitions 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Christian Care Management, Inc. 403(b) Plan in AZ (741 participants, $15M 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 475672694.

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.