401(k) · DOL Form 5500 · 2023
University Settlement Society 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 815
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $33,288
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of University Settlement Society of New York · Sponsored by University Settlement Society · New York · Other Services
$27M in assets, 815 participants
University Settlement Society's 403(b) Thrift Plan for Employees of University Settlement Society of New York reported $27M in total assets and 815 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #6,968 in Other Services (7,857 peers)
Where 403(b) Thrift Plan for Employees of University Settlement Society of New York sits by assets
403(b) Thrift Plan for Employees of University Settlement Society of New York sits in the top quartile of all filed plans by assets, $27M for 815 participants (~$33,288/participant), up 18.3% in 2023.
- #6,968
- in Other Services (7,857 peers)
- +18.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
403(b) Thrift Plan for Employees of University Settlement Society of New York's outsized position by total assets
403(b) Thrift Plan for Employees of University Settlement Society of New York vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,129,408 Top 22% higher than 78% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan for Employees of University Settlement Society of New York 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. 403(b) Thrift Plan for Employees of University Settlement Society of New York sits mid-pack in the medium band (815 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan for Employees of University Settlement Society of New York reported participants rose from 401 in the plan year 2022 filing to 815 in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of University Settlement Society of New York reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- 403(b) Thrift Plan for Employees of University Settlement Society of New York end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 135562374 · University Settlement Society PY 2023 · 401(k)
403(b) Thrift Plan for Employees of University Settlement Society of New York · $27M · 815 · 78th
- EIN $27M
- RANK 815
- PHOTO 78th
- IND 401(k)
- EOY near Saes Getters 401(k) Plan
- 5500 ind #6968
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Plan for Employees of University Settlement Society of New York in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 135562374 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Settlement Society)
Sponsor-wide plan assets over time
All University Settlement Society plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 14.934253206911311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $23M |
| 2023 | 1 | 815 | $27M |
| 2024 | 1 | 602 | $26M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
403(b) Thrift Plan for Employees of University Settlement Society of New York's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Saes Getters 401(k) Plan in CO ($27M); by covered participants it is Electric Glass Fiber America, LLC 401(k) Plan in NC (815 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Saes Getters 401(k) Plan (CO) $27M · 90
- Educationdynamics 401(k) Profit Sharing Plan (NJ) $27M · 359
- Sambanova Systems, Inc. 401(k) Plan (CA) $27M · 505
- Lake Shore Systems, Inc. 401(k) Plan (WI) $27M · 356
Similar participant headcount
Nearest other-state filings by covered participants (815 participants); asset peers above are excluded.
- Electric Glass Fiber America, LLC 401(k) Plan (NC) 815 · 0 off
- Grinnell Mutual Savings and Investment Plan (IA) 815 · 0 off
- Curana Health LLC 401(k) Plan (TX) 815 · 0 off
- Citco Technology Management, Inc. 401(k) Retirement Plan (FL) 815 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.