Other · DOL Form 5500 · 2024
New York Community Trust Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 82
- Participants
- 83rd
- Percentile by assets
- $558,678
- Avg per participant
Official DOL plan name: New York Community Trust Group Tax Deferred Annuity · Sponsored by New York Community Trust · New York · Other Services
$46M in assets, 82 participants
New York Community Trust's New York Community Trust Group Tax Deferred Annuity reported $46M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #7,121 in Other Services (7,719 peers)
Where New York Community Trust Group Tax Deferred Annuity sits by assets
New York Community Trust Group Tax Deferred Annuity sits in the top quartile of all filed plans by assets, $46M for 82 participants (~$558,678/participant), up 2.7% in 2024.
- $46M
- total plan assets (2024 EOY)
- 82
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $558,678
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New York Community Trust Group Tax Deferred Annuity reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- New York Community Trust Group Tax Deferred Annuity reported participants rose from 76 in the plan year 2023 filing to 82 in the plan year 2024 filing.
- New York Community Trust Group Tax Deferred Annuity end-of-year assets rose from $45M in the plan year 2023 filing to $46M in the plan year 2024 filing.
New York Community Trust Group Tax Deferred Annuity vs the 2024 asset distribution
By assets, New York Community Trust Group Tax Deferred Annuity outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $1M |
| Employer EIN | 133062214 |
| Plan Effective Date | 1997-04-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York Community Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 69 | $43M |
| 2023 | 1 | 76 | $45M |
| 2024 | 1 | 82 | $46M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
New York Community Trust Group Tax Deferred Annuity vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to New York Community Trust Group Tax Deferred Annuity by total assets, not by location.
- Holland Home Tax Deferred Annuity Retirement Plan (MI) $46M · 1,407
- The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan (IL) $46M · 1,261
- Vermont Law School Retirement Plan (VT) $46M · 203
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) $46M · 172
Frequently Asked Questions
How did New York Community Trust Group Tax Deferred Annuity assets move in 2024? ▼
How have New York Community Trust plan assets changed over time? ▼
Where does New York Community Trust Group Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to New York Community Trust Group Tax Deferred Annuity? ▼
Next read for New York Community Trust Group Tax Defer…
Scale reading
Ways to act on New York Community Trust Group Tax Deferred Annuity's numbers.
- By total assets, New York Community Trust Group Tax Deferred Annuity ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- New York Community Trust's sponsor-wide assets have grown 6.2% since 2022 across 3 plan years on file. More Other Services plans