Profit Sharing · DOL Form 5500 · 2023

Neighborhood Defender Service, Inc. Profit Sharing Plan

Data updated 2026-08-11

$13M
Total assets
286
Participants
64th
Percentile by assets
$44,592
Avg per participant
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Official DOL plan name: Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan · Sponsored by Neighborhood Defender Service, Inc. · New York · Professional & Technical Services

$13M in assets, 286 participants

Neighborhood Defender Service, Inc.'s Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reported $13M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • 64th percentile by assets (of 127,072 plans)
  • #12,796 in Professional & Technical Services (20,321 peers)

Coverage in New York

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan covers 286 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $13M.

$13M
total plan assets (2023 EOY)
286
covered participants
64th
percentile by assets (of 127,072 plans)
$44,592
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reported net income rose from -$582K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reported participants rose from 215 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reports 286 participants - about 36% of that state average ($13M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN061296692
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighborhood Defender Service, Inc.)

$5M$10M$15M$20M 202220232024 $8.76M $15.9M ▲ +82.0%
Total plan assets by year, all Neighborhood Defender Service, Inc. plans on file
Year Plans Participants Total Assets
2022 1 215 $9M
2023 1 286 $13M
2024 1 326 $16M

Nearby Profit Sharing Plans in New York

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

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Neighborhood Defende…Annuity Plan of the …Annuity Fund Iuoe Lo…Annuity Fd of the Iu…The Research Foundat…Mason Tenders Distri…
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan assets move in 2023?
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan surged - up 45.6% during 2023, from $9M to $13M. Reported net income was $4M.
How have Neighborhood Defender Service, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Neighborhood Defender Service, Inc.'s sponsor-wide assets grew 82.0%, from $9M to $16M.
Which Profit Sharing plans are similar in size to Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Health Partners of Western Ohio 403(b) Plan in OH ($13M, 413 participants).

Next read for Neighborhood Defender Service, Inc. Tax …

Filing takeaways

Ways to act on Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan's numbers.