401(k)
2024 plan-year 401(k) DOL Form 5500

403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAMILY SERVICES OF WESTCHESTER, INC.

This 401(k) plan holds $12M in total assets and serves 639 participants as of 2024. It is sponsored by FAMILY SERVICES OF WESTCHESTER, INC. in New York. The plan reported positive net income of $1M for the year.

Total Assets (2023)
$12M
Participants
639
State
Industry
Other Services

What the Filing Says About 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.

403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. is a 401(k) retirement plan sponsored by FAMILY SERVICES OF WESTCHESTER, INC., headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 639 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131773419, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2024 to $12M at year-end — a gain of 13.9%. Net assets (after liabilities) closed the year at $12M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$1M
Plan Type401(k)
Employer EIN131773419
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMILY SERVICES OF WESTCHESTER, INC.)

Year Plans Participants Total Assets
2022 1 397 $9M
2023 1 442 $10M
2024 1 639 $12M

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Frequently Asked Questions

How much money is in the 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.?
As of the 2024 Form 5500 filing, 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. holds $12M in total assets with 639 participants. It is sponsored by FAMILY SERVICES OF WESTCHESTER, INC..
What type of plan is 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.?
403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 131773419.
Who sponsors the 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.?
403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. is sponsored by FAMILY SERVICES OF WESTCHESTER, INC., located in New York. The sponsor's EIN is 131773419 and the plan operates in the Other Services industry.
How did 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. perform in 2024?
403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. grew by 13.9% during 2024, moving from $10M to $12M in total assets. Net income was $1M.
Where can I find official filings for 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC.?
Official Form 5500 filings for 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131773419 or plan name at efast.dol.gov.
How does 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. compare to other plans?
You can compare 403(B) THRIFT PLAN FOR EMPLOYEES OF FAMILY SERVICES OF WESTCHESTER, INC. against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131773419.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.