Other · DOL Form 5500 · 2024

Pomonok Home Services Retirement Plan

Data updated 2026-08-25

$555K
Total assets Small plan by assets
12
Participants Small participant base
18th
Percentile by assets National rank
$46,277
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pomonok Home Services Tax Sheltered Annuity · Sponsored by Pomonok Home Services · New York · Healthcare & Social Assistance

$555K in assets, 12 participants

Pomonok Home Services's Pomonok Home Services Tax Sheltered Annuity reported $555K in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,341 in Healthcare & Social Assistance (16,916 peers)

Pomonok Home Services multi-year trail

Pomonok Home Services's plans moved +18.9% in assets from 2022 to 2024; this filing shows Pomonok Home Services Tax Sheltered Annuity at $555K / 12 participants.

#2,341
in Healthcare & Social Assistance (16,916 peers)
+6.1%
assets growth YoY

Pomonok Home Services Tax Sheltered Annuity among the smaller filed plans by assets

Pomonok Home Services Tax Sheltered Annuity vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$555,323 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pomonok Home Services Tax Sheltered Annuity among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pomonok Home Services Tax Sheltered Annuity is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pomonok Home Services Tax Sheltered Annuity reported net income fell from $56K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • Pomonok Home Services Tax Sheltered Annuity end-of-year assets rose from $523K in the plan year 2023 filing to $555K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112694987 · Pomonok Home Services PY 2024 · Other

Pomonok Home Services Tax Sheltered Annuity · $555K · 12 · 18th

  • EIN $555K
  • RANK 12
  • PHOTO 18th
  • IND Other
  • EOY near Covenant House Incorporated 403(b) Plan
  • 5500 ind #2341

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 →

Pomonok Home Services Tax Sheltered Annuity in the asset neighbourhood

Pomonok Home Services Tax Sheltered AnnuityPomonok Home Services Tax Sh…$555KCovenant House Incorporated 403(b) PlanCovenant House Incorporated …$556KWayne Center 403(b) DC Plan$560KDes Moines Habitat for Humanity 403(b) PlanDes Moines Habitat for Human…$553KSacramento Valley Conservancy 403(b) PlanSacramento Valley Conservanc…$548K
End-of-year total assets ($M) among Pomonok Home Services Tax Sheltered Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pomonok Home Services multi-year asset trail

Sponsor-wide plan assets over time

All Pomonok Home Services plans reported in each filing year

Latest sponsor-wide plan assets
$555K 18.924307481448963% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M 202220232024 $0.47M $0.56M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 11 $467K
2023 1 12 $523K
2024 1 12 $555K

Pomonok Home Services filing trail (2024)

Total Assets (Beginning of Year)$523K
Net Assets (End of Year)$555K
Net Income$32K
Employer EIN112694987
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Pomonok Home Services Tax Sheltered Annuity vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Pomonok Home Services Tax Sheltered Annuity, Total assets ($B): 0.000555323 · Participants: 12Pomonok Home Services Tax Sheltered AnnuityNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Pomonok Home Services Tax Sheltered Annuity vs. nearby Other plans in New York, assets vs. participants

Pomonok Home Services Tax Sheltered Annuity's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Covenant House Incorporated 403(b) Plan in PA ($556K); by covered participants it is Center for Aquatic Sciences 401(k) Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($555K here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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.

Frequently Asked Questions

How did Pomonok Home Services Tax Sheltered Annuity assets move in 2024?
Pomonok Home Services Tax Sheltered Annuity grew at a solid clip - up 6.1% during 2024, from $523K to $555K. Reported net income was $32K.
How have Pomonok Home Services plan assets changed over time?
Across 3 plan years on file (2022-2024), Pomonok Home Services's sponsor-wide assets grew 18.9%, from $467K to $555K.
Where does Pomonok Home Services Tax Sheltered Annuity rank by assets among Form 5500 filers?
Pomonok Home Services Tax Sheltered Annuity ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Pomonok Home Services Tax Sheltered Annuity?
Among Other plans in other states, the closest by assets is Covenant House Incorporated 403(b) Plan in PA ($556K, 36 participants).
Which Other plans cover a similar participant headcount to Pomonok Home Services Tax Sheltered Annuity?
Among Other plans in other states, the closest by covered participants is Center for Aquatic Sciences 401(k) Plan in NJ (12 participants, $3M in assets).