Other · DOL Form 5500 · 2024

Literacy West Ny, Inc. Retirement Plan

Data updated 2026-08-25

$223K
Total assets Small plan by assets
22
Participants Small participant base
11th
Percentile by assets National rank
$10,145
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

$223K in assets, 22 participants

Literacy West Ny, Inc.'s Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported $223K in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,316 in Healthcare & Social Assistance (16,916 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 $223K / 22 participants.

#1,316
in Healthcare & Social Assistance (16,916 peers)
+44.7%
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 2024 · DOL Form 5500

$223,185 11th percentile higher than 11% of 123,620 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 2024

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

Plan-year 2024 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 (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported net income rose from $41K in the plan year 2023 filing to $69K in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Literacy West Ny, Inc. reported participants rose from 15 in the plan year 2023 filing to 22 in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Literacy West Ny, Inc. end-of-year assets rose from $154K in the plan year 2023 filing to $223K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222936506 · Literacy West Ny, Inc. PY 2024 · Other

Tax Deferred Annuity Plan of Literacy West Ny, Inc. · $223K · 22 · 11th

  • RANK $223K
  • RANK 22
  • RANK 11th
  • RANK Other
  • RANK near Blazesports America, Inc Deferred Compensation Pla
  • RANK ind #1316

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

Orthopaedics and Arthroscopic Institute Retirement PlanOrthopaedics and Arthroscopi…$238KBennington Free Library Tiaa-Cref Retirement PlanBennington Free Library Tiaa…$233KTax Deferred Annuity Plan of Literacy West Ny, Inc.Tax Deferred Annuity Plan of…$223KBlazesports America, Inc Deferred Compensation PlaBlazesports America, Inc Def…$217KLifefitness LLC Employee Retirement PlanLifefitness LLC Employee Ret…$207K
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Literacy West Ny, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$154K
Net Assets (End of Year)$223K
Net Income$69K
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): 0.000223185 · Participants: 22Tax Deferred Annuity Plan of Literacy West Ny, Inc.Northwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement 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 Blazesports America, Inc Deferred Compensation Pla in GA ($217K); by covered participants it is Edith Wharton Restoration Defined Contribution Retirement Plan in MA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Tax Deferred Annuity Plan of Literacy West Ny, Inc. surged - up 44.7% during 2024, from $154K to $223K. Reported net income was $69K.
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 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Blazesports America, Inc Deferred Compensation Pla in GA ($217K, 3 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 Edith Wharton Restoration Defined Contribution Retirement Plan in MA (22 participants, $509K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.