401(k) · DOL Form 5500 · 2024
Settlement Health & Medical Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $80,288
- Avg per participant Below avg balance/head
Official DOL plan name: Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. · Sponsored by Settlement Health & Medical Services, Inc. · New York · Healthcare & Social Assistance
$9M in assets, 118 participants
Settlement Health & Medical Services, Inc.'s Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. reported $9M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #10,148 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #10,148
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,473,935 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 132957943 · Settlement Health & Medical Services, Inc. PY 2024 · 401(k)
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. · $9M · 118 · 55th
- IND $9M
- EOY 118
- 5500 55th
- ASSETS 401(k)
- PCT near Nav Technologies 401(k) Plan
- EIN ind #10148
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 →
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 132957943 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Settlement Health & Medical Services, Inc.)
Sponsor-wide plan assets over time
All Settlement Health & Medical Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 39.42090627448418% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $7M |
| 2023 | 1 | 117 | $8M |
| 2024 | 1 | 118 | $9M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Safe Harbor 401(k) Profit Sharing Plan for Employees of Settlement Health & Medical Services, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Nav Technologies 401(k) Plan in UT ($9M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 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.