401(k) · DOL Form 5500 · 2023

Legal Assistance of Western New York, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
171
Participants Small participant base
61st
Percentile by assets National rank
$64,166
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. · Sponsored by Legal Assistance of Western New York, Inc. · New York · Healthcare & Social Assistance

$11M in assets, 171 participants

Legal Assistance of Western New York, Inc.'s Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. reported $11M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,686 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. covers 171 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $11M.

#11,686
in Healthcare & Social Assistance (17,684 peers)
+10.0%
assets growth YoY

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. vs every filed plan by assets

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

$10,972,399 Top 39% higher than 61% 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

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. 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. Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. reported participants rose from 143 in the plan year 2022 filing to 171 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 160955954 · Legal Assistance of Western New York, Inc. PY 2023 · 401(k)

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. · $11M · 171 · 61st

  • PHOTO $11M
  • IND 171
  • EOY 61st
  • 5500 401(k)
  • ASSETS near 403(b) Thrift Plan of Guild
  • PCT ind #11686

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 →

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. in the asset neighbourhood

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc.Tax Deferred Annuity Plan fo…$11M403(b) Thrift Plan of Guild$11MDecorative Panels Union 401(k) PlanDecorative Panels Union 401(…$11MWendell H. Stone Co., Inc. 401(k) PlanWendell H. Stone Co., Inc. 4…$11MRobert a. Mecum, M.D., Inc. 401(k) Safe Harbor Profit Sharing PlanRobert a. Mecum, M.D., Inc. …$11M
End-of-year total assets ($M) among Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN160955954
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Assistance of Western New York, Inc.)

Sponsor-wide plan assets over time

All Legal Assistance of Western New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.73699051274599% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.9M $14.4M ▲ +21.8%
Year Plans Participants Total Assets
2022 2 143 $12M
2023 2 313 $13M
2024 2 329 $14M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc., Total assets ($B): 0.010972399 · Participants: 171Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is 403(b) Thrift Plan of Guild in MN ($11M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc. grew at a solid clip - up 10.0% during 2023, from $10M to $11M. Reported net income was $1M.
How have Legal Assistance of Western New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legal Assistance of Western New York, Inc.'s sponsor-wide assets grew 21.7%, from $12M to $14M.
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Guild in MN ($11M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan for Legal Assistance of Western New York, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160955954.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.