Profit Sharing · DOL Form 5500 · 2024
Family Services of Westchester, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $12M
- Total assets
- 639
- Participants
- 59th
- Percentile by assets
- $18,680
- Avg per participant
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 59th 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.
- 59th percentile by assets (of 116,472 plans)
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.
- $12M
- total plan assets (2024 EOY)
- 639
- covered participants
- 59th
- percentile by assets (of 116,472 plans)
- $18,680
- avg assets per participant
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.
Family Services of Westchester, Inc. across 3 plan years on file
Across the 3 plan years Family Services of Westchester, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $12M, a gain of 30.2%, while reported participants moved from 397 to 639 (+61.0%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($9M).
Family Services of Westchester, Inc. multi-year asset trail
| 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.
403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. by total assets, not by location.
- Oak Clinic Profit Sharing Plan (OH) $12M · 26
- Stg Partners, LLC 401(k) Plan (CA) $12M · 68
- Charles Momper, Inc. Profit Sharing Plan (IN) $12M · 137
- Willow Brook 403(b) Retirement Plan (OH) $12M · 529
Frequently Asked Questions
How did 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. assets move in 2024? ▼
How have Family Services of Westchester, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.? ▼
Next read for 403(b) Thrift Plan for Employees of Fami…
Multi-year trail
Ways to act on 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc.'s numbers.
- By total assets, 403(b) Thrift Plan for Employees of Family Services of Westchester, Inc. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Family Services of Westchester, Inc.'s sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Other Services plans
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.
Read our methodology - how this data is sourced, computed, and verified.