Other · DOL Form 5500 · 2023

The Children's Aid Society Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
2,940
Participants Above avg headcount
87th
Percentile by assets National rank
$19,881
Avg per participant Low balance/head
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Official DOL plan name: The Children's Aid Society Voluntary Retirement Plan · Sponsored by The Children's Aid Society · New York · Healthcare & Social Assistance

$58M in assets, 2,940 participants

The Children's Aid Society's The Children's Aid Society Voluntary Retirement Plan reported $58M in total assets and 2,940 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,750 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

The Children's Aid Society Voluntary Retirement Plan covers 2,940 participants in New York, 3.7x the typical New York plan (state average ~798 per filing). Assets: $58M.

#15,750
in Healthcare & Social Assistance (17,684 peers)
+22.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Children's Aid Society Voluntary Retirement Plan's outsized position by total assets

The Children's Aid Society Voluntary Retirement Plan vs every filed plan by assets

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

$58,450,330 Top 13% higher than 87% 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

The Children's Aid Society Voluntary Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Children's Aid Society Voluntary Retirement Plan lands in the large band (2,940 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Children's Aid Society Voluntary Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Children's Aid Society Voluntary Retirement Plan end-of-year assets rose from $48M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • The Children's Aid Society Voluntary Retirement Plan reported participants rose from 2,754 in the plan year 2022 filing to 2,940 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135562191 · The Children's Aid Society PY 2023 · Other

The Children's Aid Society Voluntary Retirement Plan · $58M · 2,940 · 87th

  • 5500 $58M
  • 5500 2,940
  • 5500 87th
  • 5500 Other
  • 5500 near Elwyn Defined Contribution 403(b) Plan
  • 5500 ind #15750

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 →

The Children's Aid Society Voluntary Retirement Plan in the asset neighbourhood

The Rivers School Defined Contribution Retirement PlanThe Rivers School Defined Co…$59MAsbury University DC Retirement PlanAsbury University DC Retirem…$59MThe Children's Aid Society Voluntary Retirement PlanThe Children's Aid Society V…$58MElwyn Defined Contribution 403(b) PlanElwyn Defined Contribution 4…$58MSpie Retirement Plan$58M
End-of-year total assets ($M) among The Children's Aid Society Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$58M
Net Income$11M
Employer EIN135562191
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Children's Aid Society)

Sponsor-wide plan assets over time

All The Children's Aid Society plans reported in each filing year

Latest sponsor-wide plan assets
$152M 20.47525314991507% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $126M $152M ▲ +20.5%
Year Plans Participants Total Assets
2022 2 3,002 $126M
2023 2 3,163 $146M
2024 2 2,994 $152M

Nearby Other Plans in New York

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

The Children's Aid Society Voluntary Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -5051015 Total assets ($B) Participants The Children's Aid Society Voluntary Retirement Plan, Total assets ($B): 0.05845033 · Participants: 2940The Children's Aid Society Voluntary 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
The Children's Aid Society Voluntary Retirement Plan vs. nearby Other plans in New York, assets vs. participants

The Children's Aid Society Voluntary Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Elwyn Defined Contribution 403(b) Plan in PA ($58M); by covered participants it is Retirement Plan for Employees of Pikeville Medical Center, Inc. in KY (2,943 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,940 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 The Children's Aid Society Voluntary Retirement Plan assets move in 2023?
The Children's Aid Society Voluntary Retirement Plan grew sharply - up 22.3% during 2023, from $48M to $58M. Reported net income was $11M.
How have The Children's Aid Society plan assets changed over time?
Across 3 plan years on file (2022-2024), The Children's Aid Society's sponsor-wide assets grew 20.5%, from $126M to $152M.
Where does The Children's Aid Society Voluntary Retirement Plan rank by assets among Form 5500 filers?
The Children's Aid Society Voluntary Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Children's Aid Society Voluntary Retirement Plan?
Among Other plans in other states, the closest by assets is Elwyn Defined Contribution 403(b) Plan in PA ($58M, 1,951 participants).
Which Other plans cover a similar participant headcount to The Children's Aid Society Voluntary Retirement Plan?
Among Other plans in other states, the closest by covered participants is Retirement Plan for Employees of Pikeville Medical Center, Inc. in KY (2,943 participants, $152M in assets).