Profit Sharing · DOL Form 5500 · 2024
Family Services of Westchester, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 639
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $18,680
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. · Sponsored by Family Services of Westchester, Inc. · New York · Other Services
$12M in assets, 639 participants
Family Services of Westchester, Inc.'s 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. reported $12M in total assets and 639 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #5,949 in Other Services (7,719 peers)
Family Services of Westchester, Inc. multi-year trail
Family Services of Westchester, Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. at $12M / 639 participants.
- #5,949
- in Other Services (7,719 peers)
- +13.9%
- assets growth YoY
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.'s mid-pack asset rank among Other Services and all filers
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,936,494 Top 40% higher than 60% 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
403(b) Thrift Plan for Employees of Family Services of Westchester, 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. 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. sits mid-pack in the medium band (639 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. reported participants rose from 442 in the plan year 2023 filing to 639 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 131773419 · Family Services of Westchester, Inc. PY 2024 · Profit Sharing
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. · $12M · 639 · 60th
- PCT $12M
- EIN 639
- RANK 60th
- PHOTO Profit Sharing
- IND near Great River Productions, Inc. Profit Sharing Plan
- EOY ind #5949
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 Family Services of Westchester, Inc. in the asset neighbourhood
Family Services of Westchester, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Family Services of Westchester, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 30.16409527975126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 397 | $9M |
| 2023 | 1 | 442 | $10M |
| 2024 | 1 | 639 | $12M |
Family Services of Westchester, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 131773419 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.'s out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Great River Productions, Inc. Profit Sharing Plan in CA ($12M); by covered participants it is Open Door Community Health Centers Profit Sharing Plan in CA (639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Great River Productions, Inc. Profit Sharing Plan (CA) $12M · 2
- Progress Foundation 403(b) Retirement Plan (CA) $12M · 416
- Oak Clinic Profit Sharing Plan (OH) $12M · 26
- Stg Partners, LLC 401(k) Plan (CA) $12M · 68
Similar participant headcount
Nearest other-state filings by covered participants (639 participants); asset peers above are excluded.
- Open Door Community Health Centers Profit Sharing Plan (CA) 639 · 0 off
- Operating Engineers Local 318 Supplemental Retirement Plan (TN) 639 · 0 off
- Lifesouth Retirement Plan (FL) 639 · 0 off
- Sidley Austin LLP Retirement Plan for Partners (IL) 638 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.