Money Purchase · DOL Form 5500 · 2024
Spence-Chapin Family-Svc/Chil Money Purchase Plan
Data updated 2026-08-11
- $4M
- Total assets
- 38
- Participants
- 40th
- Percentile by assets
- $118,298
- Avg per participant
Official DOL plan name: Spence-Chapin Services to Family and Children · Sponsored by Spence-Chapin Family-Svc/Chil · New York · Healthcare & Social Assistance
$4M in assets, 38 participants
Spence-Chapin Family-Svc/Chil's Spence-Chapin Services to Family and Children reported $4M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- 40th percentile by assets (of 123,622 plans)
- #7,183 in Healthcare & Social Assistance (16,916 peers)
Spence-Chapin Family-Svc/Chil multi-year trail
Spence-Chapin Family-Svc/Chil's plans moved +22.8% in assets from 2022 to 2024; this filing shows Spence-Chapin Services to Family and Children at $4M / 38 participants.
- $4M
- total plan assets (2024 EOY)
- 38
- covered participants
- 40th
- percentile by assets (of 123,622 plans)
- $118,298
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spence-Chapin Services to Family and Children reported net income fell from $634K in the plan year 2023 filing to $200K in the plan year 2024 filing.
- Spence-Chapin Services to Family and Children reported participants rose from 34 in the plan year 2023 filing to 38 in the plan year 2024 filing.
- Spence-Chapin Services to Family and Children end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Spence-Chapin Family-Svc/Chil across 3 plan years on file
Across the 3 plan years Spence-Chapin Family-Svc/Chil has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $4M, a gain of 22.8%, while reported participants moved from 36 to 38 (+5.6%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($4M).
Spence-Chapin Family-Svc/Chil multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $4M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 38 | $4M |
Spence-Chapin Family-Svc/Chil filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $200K |
| Employer EIN | 131834590 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Spence-Chapin Services to Family and Children vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Spence-Chapin Services to Family and Children by total assets, not by location.
- Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan (TX) $5M · 145
- Santa Barbara Masonry Local 5 Pension Plan (CA) $5M · 254
- Employees' Retirement Plan of South Jersey Behavioral Health Resources, Inc. (NJ) $4M · 104
- Uhhs Memorial Hospital of Geneva Employee Retirement Plan (OH) $4M · 32
Frequently Asked Questions
How did Spence-Chapin Services to Family and Children assets move in 2024? ▼
How have Spence-Chapin Family-Svc/Chil plan assets changed over time? ▼
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Multi-year trail
Ways to act on Spence-Chapin Services to Family and Children's numbers.
- By total assets, Spence-Chapin Services to Family and Children ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Spence-Chapin Family-Svc/Chil's sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans