401(k) · DOL Form 5500 · 2023
Legal Aid Society of Suffolk County, Incorporated 401(k) Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 174
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $296,112
- Avg per participant High balance/head
Official DOL plan name: 403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated · Sponsored by Legal Aid Society of Suffolk County, Incorporated · New York · Healthcare & Social Assistance
$52M in assets, 174 participants
Legal Aid Society of Suffolk County, Incorporated's 403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated reported $52M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,558 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $52M.
- #15,558
- in Healthcare & Social Assistance (17,684 peers)
- +12.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated's outsized position by total assets
403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$51,523,440 Top 14% higher than 86% 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
403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated 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 Legal Aid Society of Suffolk County, Incorporated sits mid-pack in the medium band (174 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- 403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated end-of-year assets rose from $46M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- 403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated reported participants rose from 159 in the plan year 2022 filing to 174 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 111844160 · Legal Aid Society of Suffolk County, Incorporated PY 2023 · 401(k)
403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated · $52M · 174 · 86th
- BOY $52M
- SCH 174
- EBSA 86th
- PART 401(k)
- TYPE near Spectra Logic 401(k) Profit Sharing Plan
- NET ind #15558
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 Legal Aid Society of Suffolk County, Incorporated in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $6M |
| Employer EIN | 111844160 |
| Plan Effective Date | 2010-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid Society of Suffolk County, Incorporated)
Sponsor-wide plan assets over time
All Legal Aid Society of Suffolk County, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 25.850299881614852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $46M |
| 2023 | 1 | 174 | $52M |
| 2024 | 1 | 188 | $58M |
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
403(b) Thrift Plan for Legal Aid Society of Suffolk County, Incorporated's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Spectra Logic 401(k) Profit Sharing Plan in CO ($52M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Spectra Logic 401(k) Profit Sharing Plan (CO) $52M · 329
- Laborie Medical Technologies Corporation 401(k) Plan (NH) $52M · 742
- Dpe Retirement Savings Plan (LA) $52M · 241
- Weyco Group, Inc. 401(k) Plan (WI) $52M · 291
Similar participant headcount
Nearest other-state filings by covered participants (174 participants); asset peers above are excluded.
- John Mourier Construction Inc Profit Sharing Plan (CA) 174 · 0 off
- Husky Corporation 401(k) Plan (MO) 174 · 0 off
- Deluxe Auto Carriers Inc 401(k) Profit Sharing Plan & Trust (CA) 174 · 0 off
- United Chester Industries, Inc. 401(k) Plan (TX) 174 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.