401(k) · DOL Form 5500 · 2023
Nassau County Ahrc Foundation, Inc. 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 1,896
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $37,432
- Avg per participant Low balance/head
Official DOL plan name: Associated Employers for the Help of the Developmentally Disabled 403(b) Plan · Sponsored by Nassau County Ahrc Foundation, Inc. · New York · Other Services
$71M in assets, 1,896 participants
Nassau County Ahrc Foundation, Inc.'s Associated Employers for the Help of the Developmentally Disabled 403(b) Plan reported $71M in total assets and 1,896 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,497 in Other Services (7,857 peers)
Coverage in New York
Associated Employers for the Help of the Developmentally Disabled 403(b) Plan covers 1,896 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $71M.
- #7,497
- in Other Services (7,857 peers)
- +20.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Associated Employers for the Help of the Developmentally Disabled 403(b) Plan's outsized position by total assets
Associated Employers for the Help of the Developmentally Disabled 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$70,970,634 Top 11% higher than 89% 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
Associated Employers for the Help of the Developmentally Disabled 403(b) 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. Associated Employers for the Help of the Developmentally Disabled 403(b) Plan lands in the large band (1,896 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Associated Employers for the Help of the Developmentally Disabled 403(b) Plan reported net income rose from -$13M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Associated Employers for the Help of the Developmentally Disabled 403(b) Plan reported participants fell from 3,422 in the plan year 2022 filing to 1,896 in the plan year 2023 filing.
- Associated Employers for the Help of the Developmentally Disabled 403(b) Plan end-of-year assets rose from $59M in the plan year 2022 filing to $71M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 111720254 · Nassau County Ahrc Foundation, Inc. PY 2023 · 401(k)
Associated Employers for the Help of the Developmentally Disabled 403(b) Plan · $71M · 1,896 · 89th
- BOY $71M
- SCH 1,896
- EBSA 89th
- PART 401(k)
- TYPE near Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust
- NET ind #7497
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 Other Services retirement plans → · Plans in New York →
Associated Employers for the Help of the Developmentally Disabled 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $13M |
| Employer EIN | 111720254 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nassau County Ahrc Foundation, Inc.)
Sponsor-wide plan assets over time
All Nassau County Ahrc Foundation, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $78M 32.93076185038822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,771 | $59M |
| 2023 | 1 | 1,896 | $71M |
| 2024 | 1 | 2,401 | $78M |
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
Associated Employers for the Help of the Developmentally Disabled 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust in OR ($71M); by covered participants it is Morton Salt 401(k) Savings Plan in IL (1,896 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Bullivant Houser Bailey PC 401(k) Profit Sharing Plan and Trust (OR) $71M · 142
- Lexicon 401(k) Plan (AR) $71M · 2,374
- Mmr Group, Inc. Profit Sharing Plan (LA) $71M · 5,408
- Five Below 401(k) Retirement Savings Plan (PA) $71M · 12,520
Similar participant headcount
Nearest other-state filings by covered participants (1,896 participants); asset peers above are excluded.
- Morton Salt 401(k) Savings Plan (IL) 1,896 · 0 off
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan (WI) 1,896 · 0 off
- Zenimax 401(k) Savings Plan (MD) 1,895 · 1 off
- Townsend Tree Service Company, Inc. Hourly Employees Retirement Savings Plan (IN) 1,895 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.