Other · DOL Form 5500 · 2023

Child & Family Services of Erie County Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
721
Participants Near avg headcount
81st
Percentile by assets National rank
$47,252
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Child and Family Services of Erie County · Sponsored by Child & Family Services of Erie County · New York · Healthcare & Social Assistance

$34M in assets, 721 participants

Child & Family Services of Erie County's 403(b) Thrift Plan for Child and Family Services of Erie County reported $34M in total assets and 721 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,824 in Healthcare & Social Assistance (17,684 peers)

Where 403(b) Thrift Plan for Child and Family Services of Erie County sits by assets

403(b) Thrift Plan for Child and Family Services of Erie County sits in the top quartile of all filed plans by assets, $34M for 721 participants (~$47,252/participant), up 22.0% in 2023.

#14,824
in Healthcare & Social Assistance (17,684 peers)
+22.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

403(b) Thrift Plan for Child and Family Services of Erie County's outsized position by total assets

403(b) Thrift Plan for Child and Family Services of Erie County vs every filed plan by assets

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

$34,068,842 Top 19% higher than 81% 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

403(b) Thrift Plan for Child and Family Services of Erie County 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. 403(b) Thrift Plan for Child and Family Services of Erie County sits mid-pack in the medium band (721 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan for Child and Family Services of Erie County reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Child and Family Services of Erie County end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • 403(b) Thrift Plan for Child and Family Services of Erie County reported participants fell from 754 in the plan year 2022 filing to 721 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161004825 · Child & Family Services of Erie County PY 2023 · Other

403(b) Thrift Plan for Child and Family Services of Erie County · $34M · 721 · 81st

  • BOY $34M
  • SCH 721
  • EBSA 81st
  • PART Other
  • TYPE near Nachri Tax Deferred Annuity Plan
  • NET ind #14824

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 →

403(b) Thrift Plan for Child and Family Services of Erie County in the asset neighbourhood

University Hospital 403(b) PlanUniversity Hospital 403(b) P…$34M403(b) Thrift Plan for Child and Family Services of Erie County403(b) Thrift Plan for Child…$34MNachri Tax Deferred Annuity PlanNachri Tax Deferred Annuity …$34MEmployee Benefit Plan of Community Health of South Florida, Inc.Employee Benefit Plan of Com…$34MKootenai Health 403(b) Plan$34M
End-of-year total assets ($M) among 403(b) Thrift Plan for Child and Family Services of Erie County and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN161004825
Plan Effective Date1985-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Child & Family Services of Erie County)

Sponsor-wide plan assets over time

All Child & Family Services of Erie County plans reported in each filing year

Latest sponsor-wide plan assets
$40M 43.520785811917136% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.9M $40.1M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 754 $28M
2023 1 721 $34M
2024 1 793 $40M

Nearby Other Plans in New York

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

403(b) Thrift Plan for Child and Family Services of Erie County vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Child and Family Services of Erie County, Total assets ($B): 0.034068842 · Participants: 721403(b) Thrift Plan for Child and Family Services of Erie CountyNorthwell 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
403(b) Thrift Plan for Child and Family Services of Erie County vs. nearby Other plans in New York, assets vs. participants

403(b) Thrift Plan for Child and Family Services of Erie County's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Nachri Tax Deferred Annuity Plan in KS ($34M); by covered participants it is Loyola University Retirement Plan in LA (721 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (721 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 403(b) Thrift Plan for Child and Family Services of Erie County assets move in 2023?
403(b) Thrift Plan for Child and Family Services of Erie County grew sharply - up 22.0% during 2023, from $28M to $34M. Reported net income was $6M.
How have Child & Family Services of Erie County plan assets changed over time?
Across 3 plan years on file (2022-2024), Child & Family Services of Erie County's sponsor-wide assets grew 43.5%, from $28M to $40M.
Where does 403(b) Thrift Plan for Child and Family Services of Erie County rank by assets among Form 5500 filers?
403(b) Thrift Plan for Child and Family Services of Erie County ranks in the 81st 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 403(b) Thrift Plan for Child and Family Services of Erie County?
Among Other plans in other states, the closest by assets is Nachri Tax Deferred Annuity Plan in KS ($34M, 137 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Child and Family Services of Erie County?
Among Other plans in other states, the closest by covered participants is Loyola University Retirement Plan in LA (721 participants, $270M in assets).