Other · DOL Form 5500 · 2023

Family of Woodstock, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
161
Participants Small participant base
34th
Percentile by assets National rank
$16,455
Avg per participant Low balance/head
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Official DOL plan name: Family of Woodstock, Inc. Retirement Plan · Sponsored by Family of Woodstock, Inc. · New York · Healthcare & Social Assistance

$3M in assets, 161 participants

Family of Woodstock, Inc.'s Family of Woodstock, Inc. Retirement Plan reported $3M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,035 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Family of Woodstock, Inc. Retirement Plan covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,035
in Healthcare & Social Assistance (17,684 peers)
+8.7%
assets growth YoY

Family of Woodstock, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family of Woodstock, Inc. Retirement Plan vs every filed plan by assets

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

$2,649,190 34th percentile higher than 34% 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

Family of Woodstock, Inc. Retirement 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. Family of Woodstock, Inc. Retirement Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family of Woodstock, Inc. Retirement Plan reported net income rose from -$209K in the plan year 2022 filing to $213K in the plan year 2023 filing.
  • Family of Woodstock, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141537663 · Family of Woodstock, Inc. PY 2023 · Other

Family of Woodstock, Inc. Retirement Plan · $3M · 161 · 34th

  • EOY $3M
  • 5500 161
  • ASSETS 34th
  • PCT Other
  • EIN near 403(b) Thrift Plan of Stark County Community Action Agency
  • RANK ind #6035

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 →

Family of Woodstock, Inc. Retirement Plan in the asset neighbourhood

Family of Woodstock, Inc. Retirement PlanFamily of Woodstock, Inc. Re…$3M403(b) Thrift Plan of Stark County Community Action Agency403(b) Thrift Plan of Stark …$3MAlaska Childrens Services Inc. 403b Tax Sheltered Annuity PlanAlaska Childrens Services In…$3MCts, Inc. 403(b) Plan$3M1st Kids, Inc. 403(b) Plan$3M
End-of-year total assets ($M) among Family of Woodstock, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$213K
Employer EIN141537663
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family of Woodstock, Inc.)

Sponsor-wide plan assets over time

All Family of Woodstock, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.506624806912442% vs 2022
2024 filing year
$2.4M$2.5M$2.6M$2.7M 202220232024 $2.44M $2.59M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 161 $2M
2023 1 161 $3M
2024 1 200 $3M

Nearby Other Plans in New York

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

Family of Woodstock, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Family of Woodstock, Inc. Retirement Plan, Total assets ($B): 0.00264919 · Participants: 161Family of Woodstock, Inc. Retirement 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
Family of Woodstock, Inc. Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Family of Woodstock, Inc. Retirement Plan side-by-side with 3 peers →

Family of Woodstock, Inc. Retirement 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 Stark County Community Action Agency in OH ($3M); by covered participants it is Windward School Defined Contribution Retirement Plan in CA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Family of Woodstock, Inc. Retirement Plan assets move in 2023? ▼
Family of Woodstock, Inc. Retirement Plan grew at a solid clip - up 8.7% during 2023, from $2M to $3M. Reported net income was $213K.
How have Family of Woodstock, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family of Woodstock, Inc.'s sponsor-wide assets grew 6.5%, from $2M to $3M.
Which Other plans are similar in size to Family of Woodstock, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Stark County Community Action Agency in OH ($3M, 135 participants).
Which Other plans cover a similar participant headcount to Family of Woodstock, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Windward School Defined Contribution Retirement Plan in CA (161 participants, $43M 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 141537663.

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.