Profit Sharing · DOL Form 5500 · 2023

United Cerebral Palsy Association of Nassau County, Inc. Profit Sharing Plan

Data updated 2026-08-11

$26M
Total assets: 1,104
Participants: 77th
Percentile by assets: $23,967
Avg per participant

Official DOL plan name: 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. · Sponsored by United Cerebral Palsy Association of Nassau County, Inc. · New York · Other Services

$26M in assets, 1,104 participants

United Cerebral Palsy Association of Nassau County, Inc.'s 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. reported $26M in total assets and 1,104 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

77th percentile by assets (of 127,072 plans)
#6,946 in Other Services (7,857 peers)

Where 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. sits by assets

403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. sits in the top quartile of all filed plans by assets, $26M for 1,104 participants (~$23,967/participant), up 6.5% in 2023.

$26M
total plan assets (2023 EOY): 1,104
covered participants: 77th
percentile by assets (of 127,072 plans): $23,967
avg assets per participant

403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Other Services

403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. vs the 2023 asset distribution

By assets, 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. outranks 77% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$25M
Net Assets (End of Year)	$26M
Net Income	$2M
Employer EIN	111723782
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Cerebral Palsy Association of Nassau County, Inc.)

Total plan assets by year, all United Cerebral Palsy Association of Nassau County, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,259	$42M
2023	2	1,251	$45M
2024	2	886	$41M

Nearby Profit Sharing Plans in New York

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

403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.2B · 18,907
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
The Research Foundation for Suny Retirement Plan $1.2B · 10,120
Mason Tenders District Council Annuity Fund $913M · 11,237

Compare 403(b) Thrift Plan of United Cerebral Pa… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. by total assets, not by location.

North American Family Institute, Inc. 403(b) Plan (MA) $26M · 1,448
J.H. Ellwood & Associates, Inc. Profit Sharing Plan (IL) $26M · N/A
Impax Asset Management 401(k) Retirement Plan (NH) $27M · 103
Coastal Agrobusiness, Inc. Employee Profit-Sharing Plan (NC) $27M · 224

Frequently Asked Questions

How did 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. assets move in 2023? ▼

403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. grew at a solid clip - up 6.5% during 2023, from $25M to $26M. Reported net income was $2M.

How have United Cerebral Palsy Association of Nassau County, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Cerebral Palsy Association of Nassau County, Inc.'s sponsor-wide assets declined 1.2%, from $42M to $41M.

Where does 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. rank by assets among Form 5500 filers? ▼

403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. ranks in the 77th 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 Profit Sharing plans are similar in size to 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc.? ▼

Among Profit Sharing plans in other states, the closest by assets is North American Family Institute, Inc. 403(b) Plan in MA ($26M, 1,448 participants).

Next read for 403(b) Thrift Plan of United Cerebral Pa…

Scale reading

Ways to act on 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc.'s numbers.

By total assets, 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
United Cerebral Palsy Association of Nassau County, Inc.'s sponsor-wide assets have declined 1.2% since 2022 across 3 plan years on file. More Other Services plans

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 111723782.