Money Purchase · DOL Form 5500 · 2024

Spence-Chapin Family-Svc/Chil Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
38
Participants Small participant base
40th
Percentile by assets National rank
$118,298
Avg per participant Near avg balance/head
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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.

  • #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.

#7,183
in Healthcare & Social Assistance (16,916 peers)
+4.7%
assets growth YoY

Spence-Chapin Services to Family and Children's mid-pack asset rank among Healthcare & Social Assistance and all filers

Spence-Chapin Services to Family and Children vs every filed plan by assets

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

$4,495,341 40th percentile higher than 40% 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

Spence-Chapin Services to Family and Children among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spence-Chapin Services to Family and Children is a small filing (38 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131834590 · Spence-Chapin Family-Svc/Chil PY 2024 · Money Purchase

Spence-Chapin Services to Family and Children · $4M · 38 · 40th

  • PCT $4M
  • PCT 38
  • PCT 40th
  • PCT Money Purchase
  • PCT near Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan
  • PCT ind #7183

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 →

Spence-Chapin Services to Family and Children in the asset neighbourhood

Santa Barbara Masonry Local 5 Pension PlanSanta Barbara Masonry Local …$5MMental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension PlanMental Health Mental Retarda…$5MSpence-Chapin Services to Family and ChildrenSpence-Chapin Services to Fa…$4MEmployees' Retirement Plan of South Jersey Behavioral Health Resources, Inc.Employees' Retirement Plan o…$4MUhhs Memorial Hospital of Geneva Employee Retirement PlanUhhs Memorial Hospital of Ge…$4M
End-of-year total assets ($M) among Spence-Chapin Services to Family and Children and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Spence-Chapin Family-Svc/Chil multi-year asset trail

Sponsor-wide plan assets over time

All Spence-Chapin Family-Svc/Chil plans reported in each filing year

Latest sponsor-wide plan assets
$4M 22.764557351960452% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.5M ▲ +23.0%
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 EIN131834590
Plan Effective Date1965-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Spence-Chapin Services to Family and Children, Total assets ($B): 0.004495341 · Participants: 38Spence-Chapin Services to Family and ChildrenTiaa Retirement Plan, Total assets ($B): 5.903718286 · Participants: 11906Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.876243 · Participants: 47199Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 2.152151099 · Participants: 15274McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.539461125 · Participants: 2624Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.218944937 · Participants: 2357Iron Workers Locals 40, 361 & 417 Annuity Fund
Spence-Chapin Services to Family and Children vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Spence-Chapin Services to Family and Children side-by-side with 3 peers →

Spence-Chapin Services to Family and Children's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX ($5M); by covered participants it is Hawaii Teamsters Meat Cutters Annuity Plan in HI (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Spence-Chapin Services to Family and Children assets move in 2024? ▼
Spence-Chapin Services to Family and Children edged up modestly - up 4.7% during 2024, from $4M to $4M. Reported net income was $200K.
How have Spence-Chapin Family-Svc/Chil plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spence-Chapin Family-Svc/Chil's sponsor-wide assets grew 22.8%, from $4M to $4M.
Which Money Purchase plans are similar in size to Spence-Chapin Services to Family and Children? ▼
Among Money Purchase plans in other states, the closest by assets is Mental Health Mental Retardation Authority of Brazos Valley Money Purchase Pension Plan in TX ($5M, 145 participants).
Which Money Purchase plans cover a similar participant headcount to Spence-Chapin Services to Family and Children? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hawaii Teamsters Meat Cutters Annuity Plan in HI (38 participants, $3M in assets).

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 131834590.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.