401(k) · DOL Form 5500 · 2023
Federation of Organizations for the New York State Mentally Disabled 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 694
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $27,835
- Avg per participant Low balance/head
Official DOL plan name: Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan · Sponsored by Federation of Organizations for the New York State Mentally Disabled · New York · Healthcare & Social Assistance
$19M in assets, 694 participants
Federation of Organizations for the New York State Mentally Disabled's Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan reported $19M in total assets and 694 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #13,530 in Healthcare & Social Assistance (17,684 peers)
Federation of Organizations for the New York State Mentally Disabled multi-year trail
Federation of Organizations for the New York State Mentally Disabled's plans moved +32.4% in assets from 2022 to 2024; this filing shows Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan at $19M / 694 participants.
- #13,530
- in Healthcare & Social Assistance (17,684 peers)
- +18.1%
- assets growth YoY
Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan's outsized position by total assets
Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,317,253 Top 28% higher than 72% 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
Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing 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. Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan sits mid-pack in the medium band (694 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan reported participants fell from 766 in the plan year 2022 filing to 694 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 237237931 · Federation of Organizations for the New York State Mentally Disabled PY 2023 · 401(k)
Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan · $19M · 694 · 72nd
- EIN $19M
- RANK 694
- PHOTO 72nd
- IND 401(k)
- EOY near Rogan Shoes, Incorporated 401(k) Profit Sharing Plan & Trust
- 5500 ind #13530
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 →
Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan in the asset neighbourhood
Federation of Organizations for the New York State Mentally Disabled multi-year asset trail
Sponsor-wide plan assets over time
All Federation of Organizations for the New York State Mentally Disabled plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 32.41651320471774% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 766 | $16M |
| 2023 | 1 | 694 | $19M |
| 2024 | 1 | 772 | $22M |
Federation of Organizations for the New York State Mentally Disabled filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 237237931 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Federation of Organizations for the New York State Mentally Disabled, Inc. Safe-Harbor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Rogan Shoes, Incorporated 401(k) Profit Sharing Plan & Trust in WI ($19M); by covered participants it is Franklin Corporation 401(k) Plan in MS (694 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (694 participants); asset peers above are excluded.
- Franklin Corporation 401(k) Plan (MS) 694 · 0 off
- Bbg 401(k) Plan (TX) 694 · 0 off
- Western Carriers, Inc. Profit Sharing Plan (NJ) 694 · 0 off
- Jasper Seating, Inc. Employees Retirement Savings Plan (IN) 694 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.