Other · DOL Form 5500 · 2023

The Legal Aid Society of Northeastern New York, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
127
Participants Small participant base
54th
Percentile by assets National rank
$62,405
Avg per participant Low balance/head
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Official DOL plan name: The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan · Sponsored by The Legal Aid Society of Northeastern New York, Inc. · New York · Professional & Technical Services

$8M in assets, 127 participants

The Legal Aid Society of Northeastern New York, Inc.'s The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan reported $8M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,580 in Professional & Technical Services (20,321 peers)

Coverage in New York

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $8M.

#10,580
in Professional & Technical Services (20,321 peers)
+8.1%
assets growth YoY

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,925,403 Top 46% higher than 54% of 127,068 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 2023

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan sits mid-pack in the medium band (127 participants).

DOL schedule card

Filing strip 141338448 · The Legal Aid Society of Northeastern New York, Inc. PY 2023 · Other

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan · $8M · 127 · 54th

  • TYPE $8M
  • TYPE 127
  • TYPE 54th
  • TYPE Other
  • TYPE near Bethshan Association 403(b) Retirement Plan
  • TYPE ind #10580

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 Professional & Technical Services retirement plans → · Plans in New York →

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan in the asset neighbourhood

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity PlanThe Legal Aid Society of Nor…$8MGosnold, Inc. Retirement Savings PlanGosnold, Inc. Retirement Sav…$8MThe Arc of Prince Georges County 403b PlanThe Arc of Prince Georges Co…$8MFrederica Academy 403(b) DC PlanFrederica Academy 403(b) DC …$8MBethshan Association 403(b) Retirement PlanBethshan Association 403(b) …$8M
End-of-year total assets ($M) among The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$590K
Employer EIN141338448
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Legal Aid Society of Northeastern New York, Inc.)

Sponsor-wide plan assets over time

All The Legal Aid Society of Northeastern New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 14.332495142518303% vs 2023
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 20232024 $7.93M $9.06M ▲ +14.2%
Year Plans Participants Total Assets
2023 1 127 $8M
2024 1 110 $9M

Nearby Other Plans in New York

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

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan, Total assets ($B): 0.007925403 · Participants: 127The Legal Aid Society of Northeastern New York Tax Sheltered Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan side-by-side with 3 peers →

The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bethshan Association 403(b) Retirement Plan in IL ($8M); by covered participants it is Tampa Preparatory School Tiaa-Cref Retirement Plan in FL (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan assets move in 2023? ▼
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan grew at a solid clip - up 8.1% during 2023, from $7M to $8M. Reported net income was $590K.
How have The Legal Aid Society of Northeastern New York, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Legal Aid Society of Northeastern New York, Inc.'s sponsor-wide assets grew 14.3%, from $8M to $9M.
Which Other plans are similar in size to The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Bethshan Association 403(b) Retirement Plan in IL ($8M, 72 participants).
Which Other plans cover a similar participant headcount to The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Tampa Preparatory School Tiaa-Cref Retirement Plan in FL (127 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141338448.

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.