Other · DOL Form 5500 · 2023

Aids Council of Northeastern New York Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
183
Participants Below avg headcount
41st
Percentile by assets National rank
$23,230
Avg per participant Low balance/head
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Official DOL plan name: Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan · Sponsored by Aids Council of Northeastern New York Inc. · New York · Other Services

$4M in assets, 183 participants

Aids Council of Northeastern New York Inc.'s Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan reported $4M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #5,022 in Other Services (7,857 peers)

Coverage in New York

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $4M.

#5,022
in Other Services (7,857 peers)
+16.1%
assets growth YoY

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan vs every filed plan by assets

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

$4,251,173 41st percentile higher than 41% 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

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement 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. Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan reported net income rose from $111K in the plan year 2022 filing to $591K in the plan year 2023 filing.
  • Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan reported participants rose from 167 in the plan year 2022 filing to 183 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222684595 · Aids Council of Northeastern New York Inc. PY 2023 · Other

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan · $4M · 183 · 41st

  • VS-ST $4M
  • VS-ST 183
  • VS-ST 41st
  • VS-ST Other
  • VS-ST near 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County
  • VS-ST ind #5022

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 →

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan in the asset neighbourhood

Westminster Village Muncie Inc 403b Retirement PlanWestminster Village Muncie I…$4MAids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement PlanAids Council of Northeastern…$4M403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County403(b) Thrift Plan of Jewish…$4M403(b) Thrift Plan for Girl Scouts of Oregon and Southwest Washington, Inc.403(b) Thrift Plan for Girl …$4MNew Directions Northwest, Inc. 403b Profit Sharing PlanNew Directions Northwest, In…$4M
End-of-year total assets ($M) among Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$591K
Employer EIN222684595
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aids Council of Northeastern New York Inc.)

Sponsor-wide plan assets over time

All Aids Council of Northeastern New York Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.22824836159896% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.51M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 167 $4M
2023 1 183 $4M
2024 1 191 $5M

Nearby Other Plans in New York

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

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan, Total assets ($B): 0.004251173 · Participants: 183Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement PlanNorthwell 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
Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County in CA ($4M); by covered participants it is Davis & Elkins College Defined Contribution Retirement Plan in WV (183 participants). Same-state nearby plans are listed separately above.

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 Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan assets move in 2023?
Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan grew sharply - up 16.1% during 2023, from $4M to $4M. Reported net income was $591K.
How have Aids Council of Northeastern New York Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aids Council of Northeastern New York Inc.'s sponsor-wide assets grew 23.2%, from $4M to $5M.
Which Other plans are similar in size to Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Jewish Federation of Greater Long Beach & West Orange County in CA ($4M, 132 participants).
Which Other plans cover a similar participant headcount to Aids Council of Northeastern New York, Inc. Tax Deferred Annuity and Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Davis & Elkins College Defined Contribution Retirement Plan in WV (183 participants, $23M in assets).