Other · DOL Form 5500 · 2023

Asian Americans for Equality, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
125
Participants Small participant base
45th
Percentile by assets National rank
$42,268
Avg per participant Low balance/head
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Official DOL plan name: Asian Americans for Equality, Inc. 403(b) Plan · Sponsored by Asian Americans for Equality, Inc. · New York · Real Estate

$5M in assets, 125 participants

Asian Americans for Equality, Inc.'s Asian Americans for Equality, Inc. 403(b) Plan reported $5M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,071 in Real Estate (4,727 peers)

Coverage in New York

Asian Americans for Equality, Inc. 403(b) Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $5M.

#3,071
in Real Estate (4,727 peers)
+55.0%
assets growth YoY

Asian Americans for Equality, Inc. 403(b) Plan's mid-pack asset rank among Real Estate and all filers

Asian Americans for Equality, Inc. 403(b) Plan vs every filed plan by assets

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

$5,283,546 45th percentile higher than 45% 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

Asian Americans for Equality, Inc. 403(b) Plan 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. Asian Americans for Equality, Inc. 403(b) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asian Americans for Equality, Inc. 403(b) Plan reported net income rose from $266K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Asian Americans for Equality, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Asian Americans for Equality, Inc. 403(b) Plan reported participants rose from 120 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133187792 · Asian Americans for Equality, Inc. PY 2023 · Other

Asian Americans for Equality, Inc. 403(b) Plan · $5M · 125 · 45th

  • PCT $5M
  • PCT 125
  • PCT 45th
  • PCT Other
  • PCT near Detroit Community Health Connection, Inc. Retirement Program
  • PCT ind #3071

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 Real Estate retirement plans → · Plans in New York →

Asian Americans for Equality, Inc. 403(b) Plan in the asset neighbourhood

Asian Americans for Equality, Inc. 403(b) PlanAsian Americans for Equality…$5MDetroit Community Health Connection, Inc. Retirement ProgramDetroit Community Health Con…$5MThe Pasadena Humane Society ERISA 403(b)The Pasadena Humane Society …$5MWestern Seminary 403(b) Plan$5MHoffmann Hospice 403(b) Plan$5M
End-of-year total assets ($M) among Asian Americans for Equality, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN133187792
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asian Americans for Equality, Inc.)

Sponsor-wide plan assets over time

All Asian Americans for Equality, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 103.4126255295198% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.41M $6.94M ▲ +103.5%
Year Plans Participants Total Assets
2022 1 120 $3M
2023 1 125 $5M
2024 1 139 $7M

Nearby Other Plans in New York

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

Asian Americans for Equality, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Asian Americans for Equality, Inc. 403(b) Plan, Total assets ($B): 0.005283546 · Participants: 125Asian Americans for Equality, Inc. 403(b) PlanNorthwell 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
Asian Americans for Equality, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Asian Americans for Equality, Inc. 403(b) Plan side-by-side with 3 peers →

Asian Americans for Equality, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Detroit Community Health Connection, Inc. Retirement Program in MI ($5M); by covered participants it is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Asian Americans for Equality, Inc. 403(b) Plan assets move in 2023? ▼
Asian Americans for Equality, Inc. 403(b) Plan surged - up 55.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have Asian Americans for Equality, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asian Americans for Equality, Inc.'s sponsor-wide assets grew 103.4%, from $3M to $7M.
Which Other plans are similar in size to Asian Americans for Equality, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Detroit Community Health Connection, Inc. Retirement Program in MI ($5M, 106 participants).
Which Other plans cover a similar participant headcount to Asian Americans for Equality, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is The American School in London Foundation 403(b) Retirement Plan in NJ (125 participants, $58M 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 133187792.

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.