401(k) · DOL Form 5500 · 2023

United Cerebral Palsy of New York, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
2,015
Participants Near avg headcount
86th
Percentile by assets National rank
$26,997
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Adapt Community Network · Sponsored by United Cerebral Palsy of New York, Inc. · New York · Healthcare & Social Assistance

$54M in assets, 2,015 participants

United Cerebral Palsy of New York, Inc.'s Tax Deferred Annuity Plan of Adapt Community Network reported $54M in total assets and 2,015 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.

  • #15,654 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Tax Deferred Annuity Plan of Adapt Community Network covers 2,015 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $54M.

#15,654
in Healthcare & Social Assistance (17,684 peers)
+44.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tax Deferred Annuity Plan of Adapt Community Network's outsized position by total assets

Tax Deferred Annuity Plan of Adapt Community Network vs every filed plan by assets

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

$54,398,418 Top 14% higher than 86% 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 of Adapt Community Network'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. Tax Deferred Annuity Plan of Adapt Community Network lands in the large band (2,015 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Adapt Community Network reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Adapt Community Network end-of-year assets rose from $38M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Adapt Community Network reported participants rose from 1,420 in the plan year 2022 filing to 2,015 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135654532 · United Cerebral Palsy of New York, Inc. PY 2023 · 401(k)

Tax Deferred Annuity Plan of Adapt Community Network · $54M · 2,015 · 86th

  • BOY $54M
  • SCH 2,015
  • EBSA 86th
  • PART 401(k)
  • TYPE near Novares US Engine Components, Inc. 401(k) Savings Plan
  • NET ind #15654

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 of Adapt Community Network in the asset neighbourhood

Mid-South Imaging & Therapeutics, PA Profit Sharing PlanMid-South Imaging & Therapeu…$54MAmerican Forest & Paper Association, Inc. Savings PlanAmerican Forest & Paper Asso…$54MTax Deferred Annuity Plan of Adapt Community NetworkTax Deferred Annuity Plan of…$54MNovares US Engine Components, Inc. 401(k) Savings PlanNovares US Engine Components…$54MLong-Term Care Partners 401(k) PlanLong-Term Care Partners 401(…$54M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Adapt Community Network and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN135654532
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cerebral Palsy of New York, Inc.)

Sponsor-wide plan assets over time

All United Cerebral Palsy of New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 82.83436602117804% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $75.1M $137M ▲ +82.8%
Year Plans Participants Total Assets
2022 2 1,420 $75M
2023 4 5,551 $171M
2024 3 4,636 $137M

Nearby 401(k) Plans in New York

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

Tax Deferred Annuity Plan of Adapt Community Network vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tax Deferred Annuity Plan of Adapt Community Network, Total assets ($B): 0.054398418 · Participants: 2015Tax Deferred Annuity Plan of Adapt Community NetworkIBM 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 of Adapt Community Network vs. nearby 401(k) plans in New York, assets vs. participants
Compare Tax Deferred Annuity Plan of Adapt Community Network side-by-side with 3 peers →

Tax Deferred Annuity Plan of Adapt Community Network's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Novares US Engine Components, Inc. 401(k) Savings Plan in WI ($54M); by covered participants it is Columbia Hospitality 401(k) Plan in WA (2,015 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,015 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 of Adapt Community Network assets move in 2023? ▼
Tax Deferred Annuity Plan of Adapt Community Network surged - up 44.7% during 2023, from $38M to $54M. Reported net income was $5M.
How have United Cerebral Palsy of New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Cerebral Palsy of New York, Inc.'s sponsor-wide assets grew 82.8%, from $75M to $137M.
Where does Tax Deferred Annuity Plan of Adapt Community Network rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Adapt Community Network ranks in the 86th 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 401(k) plans are similar in size to Tax Deferred Annuity Plan of Adapt Community Network? ▼
Among 401(k) plans in other states, the closest by assets is Novares US Engine Components, Inc. 401(k) Savings Plan in WI ($54M, 509 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Adapt Community Network? ▼
Among 401(k) plans in other states, the closest by covered participants is Columbia Hospitality 401(k) Plan in WA (2,015 participants, $32M 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 135654532.

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.