Profit Sharing · DOL Form 5500 · 2023
Neighborhood Defender Service, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 286
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $44,592
- Avg per participant Low balance/head
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.
- #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.
- #12,796
- in Professional & Technical Services (20,321 peers)
- +45.6%
- assets growth YoY
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,753,344 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Neighborhood Defender Service, Inc. Tax Sheltered Annuity 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. Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (286 participants).
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.
Form 5500 schedule snapshot
Filing strip 061296692 · Neighborhood Defender Service, Inc. PY 2023 · Profit Sharing
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan · $13M · 286 · 64th
- EOY $13M
- 5500 286
- ASSETS 64th
- PCT Profit Sharing
- EIN near Health Partners of Western Ohio 403(b) Plan
- RANK ind #12796
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 Professional & Technical Services retirement plans → · Plans in New York →
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $4M |
| Employer EIN | 061296692 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neighborhood Defender Service, Inc.)
Sponsor-wide plan assets over time
All Neighborhood Defender Service, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 81.97846906262458% vs 2022
- 2024 filing year
| 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.
- 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
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Health Partners of Western Ohio 403(b) Plan in OH ($13M); by covered participants it is Worcester Plumbers and Pipefitters Local Union #4 Annuity Plan in CT (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (286 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.