Profit Sharing · DOL Form 5500 · 2023

Cerebral Palsy of Westchester Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
333
Participants Below avg headcount
36th
Percentile by assets National rank
$9,516
Avg per participant Low balance/head
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Official DOL plan name: Cerebral Palsy of Westchester 403b Plan · Sponsored by Cerebral Palsy of Westchester · New York · Healthcare & Social Assistance

$3M in assets, 333 participants

Cerebral Palsy of Westchester's Cerebral Palsy of Westchester 403b Plan reported $3M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,657 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Cerebral Palsy of Westchester 403b Plan covers 333 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $3M.

#6,657
in Healthcare & Social Assistance (17,684 peers)
+32.4%
assets growth YoY

Cerebral Palsy of Westchester 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Cerebral Palsy of Westchester 403b Plan vs every filed plan by assets

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

$3,168,867 36th percentile higher than 36% 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

Cerebral Palsy of Westchester 403b 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. Cerebral Palsy of Westchester 403b Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cerebral Palsy of Westchester 403b Plan reported net income rose from -$38K in the plan year 2022 filing to $776K in the plan year 2023 filing.
  • Cerebral Palsy of Westchester 403b Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cerebral Palsy of Westchester 403b Plan reported participants rose from 298 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131690769 · Cerebral Palsy of Westchester PY 2023 · Profit Sharing

Cerebral Palsy of Westchester 403b Plan · $3M · 333 · 36th

  • PCT $3M
  • PCT 333
  • PCT 36th
  • PCT Profit Sharing
  • PCT near Boveia Law Office Profit Sharing Plan
  • PCT ind #6657

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 →

Cerebral Palsy of Westchester 403b Plan in the asset neighbourhood

Cerebral Palsy of Westchester 403b PlanCerebral Palsy of Westcheste…$3MBoveia Law Office Profit Sharing PlanBoveia Law Office Profit Sha…$3MOscar a. Hernandez Lopez Retirment PlanOscar a. Hernandez Lopez Ret…$3MRussell Carter Artist Management Ltd Profit Sharing PlanRussell Carter Artist Manage…$3MMason Insurance Agency, Inc. Profit Sharing PlanMason Insurance Agency, Inc.…$3M
End-of-year total assets ($M) among Cerebral Palsy of Westchester 403b Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$776K
Employer EIN131690769
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cerebral Palsy of Westchester)

Sponsor-wide plan assets over time

All Cerebral Palsy of Westchester plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.213480352314% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.39M $4.17M ▲ +74.5%
Year Plans Participants Total Assets
2022 1 298 $2M
2023 1 333 $3M
2024 1 344 $4M

Nearby Profit Sharing Plans in New York

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

Cerebral Palsy of Westchester 403b Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Cerebral Palsy of Westchester 403b Plan, Total assets ($B): 0.003168867 · Participants: 333Cerebral Palsy of Westchester 403b PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Cerebral Palsy of Westchester 403b Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Cerebral Palsy of Westchester 403b Plan side-by-side with 3 peers →

Cerebral Palsy of Westchester 403b Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Boveia Law Office Profit Sharing Plan in IA ($3M); by covered participants it is Sheet Metal Workers Local 44 Annuity Fund in PA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Cerebral Palsy of Westchester 403b Plan assets move in 2023? ▼
Cerebral Palsy of Westchester 403b Plan surged - up 32.4% during 2023, from $2M to $3M. Reported net income was $776K.
How have Cerebral Palsy of Westchester plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cerebral Palsy of Westchester's sponsor-wide assets grew 74.2%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Cerebral Palsy of Westchester 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boveia Law Office Profit Sharing Plan in IA ($3M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Cerebral Palsy of Westchester 403b Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sheet Metal Workers Local 44 Annuity Fund in PA (333 participants, $47M 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 131690769.

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.