Other · DOL Form 5500 · 2023

Literacy West Ny, Inc. Retirement Plan

Data updated 2026-08-25

$154K
Total assets Small plan by assets
15
Participants Small participant base
9th
Percentile by assets National rank
$10,282
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Literacy West Ny, Inc. · Sponsored by Literacy West Ny, Inc. · New York · Healthcare & Social Assistance

$154K in assets, 15 participants

Literacy West Ny, Inc.'s Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported $154K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,093 in Healthcare & Social Assistance (17,684 peers)

Literacy West Ny, Inc. multi-year trail

Literacy West Ny, Inc.'s plans moved +96.3% in assets from 2022 to 2024; this filing shows Tax Deferred Annuity Plan of Literacy West Ny, Inc. at $154K / 15 participants.

#1,093
in Healthcare & Social Assistance (17,684 peers)
+35.7%
assets growth YoY

Tax Deferred Annuity Plan of Literacy West Ny, Inc. among the smaller filed plans by assets

Tax Deferred Annuity Plan of Literacy West Ny, Inc. vs every filed plan by assets

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

$154,227 9th percentile higher than 9% 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 Literacy West Ny, Inc. among smaller 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 of Literacy West Ny, Inc. is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported participants rose from 4 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Literacy West Ny, Inc. end-of-year assets rose from $114K in the plan year 2022 filing to $154K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported net income fell from $46K in the plan year 2022 filing to $41K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222936506 · Literacy West Ny, Inc. PY 2023 · Other

Tax Deferred Annuity Plan of Literacy West Ny, Inc. · $154K · 15 · 9th

  • PCT $154K
  • PCT 15
  • PCT 9th
  • PCT Other
  • PCT near Equivest Tsa 501c3
  • PCT ind #1093

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 Literacy West Ny, Inc. in the asset neighbourhood

Equivest Tsa 501c3$162KTax Deferred Annuity Plan of Literacy West Ny, Inc.Tax Deferred Annuity Plan of…$154KKansas City Christian School Retirement PlanKansas City Christian School…$145KMorgan County System of Services, Inc. Deferred Compensation PlanMorgan County System of Serv…$145KShebesta Group Savings Plan$144K
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Literacy West Ny, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Literacy West Ny, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Literacy West Ny, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$223K 96.31532189256468% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.11M $0.22M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 4 $114K
2023 1 15 $154K
2024 1 22 $223K

Literacy West Ny, Inc. filing trail (2023)

Total Assets (Beginning of Year)$114K
Net Assets (End of Year)$154K
Net Income$41K
Employer EIN222936506
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Tax Deferred Annuity Plan of Literacy West Ny, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tax Deferred Annuity Plan of Literacy West Ny, Inc., Total assets ($B): 0.000154227 · Participants: 15Tax Deferred Annuity Plan of Literacy West Ny, Inc.Northwell 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
Tax Deferred Annuity Plan of Literacy West Ny, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare Tax Deferred Annuity Plan of Literacy West Ny, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Literacy West Ny, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Equivest Tsa 501c3 in PA ($162K); by covered participants it is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($154K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Literacy West Ny, Inc. assets move in 2023? ▼
Tax Deferred Annuity Plan of Literacy West Ny, Inc. surged - up 35.7% during 2023, from $114K to $154K. Reported net income was $41K.
How have Literacy West Ny, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Literacy West Ny, Inc.'s sponsor-wide assets grew 96.3%, from $114K to $223K.
Where does Tax Deferred Annuity Plan of Literacy West Ny, Inc. rank by assets among Form 5500 filers? ▼
Tax Deferred Annuity Plan of Literacy West Ny, Inc. ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Tax Deferred Annuity Plan of Literacy West Ny, Inc.? ▼
Among Other plans in other states, the closest by assets is Equivest Tsa 501c3 in PA ($162K, 6 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Literacy West Ny, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Akron Urban Minority Alcohol and Drug Abuse Outreach Program Tax Shelter Annuity Plan in OH (15 participants, $605K 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 222936506.

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.