401(k)
2024 plan-year 401(k) DOL Form 5500

Schenectady Family Health Services 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schenectady Family Health Services · New York · Healthcare & Social Assistance

What the 2023 filing shows

Schenectady Family Health Services 401(k) Plan holds $11M for 159 participants — about $67,629 per participant, up 29.6% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
159
covered participants
$67,629
avg assets per participant
+29.6%
assets growth YoY
Total Assets (2023)
$11M
Participants
159
State
Industry
Healthcare & Social Assistance

What the Filing Says About Schenectady Family Health Services 401(k) Plan

Schenectady Family Health Services 401(k) Plan is a 401(k) retirement plan sponsored by Schenectady Family Health Services, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 159 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 141636222, and the plan has been effective since 1985-02-04. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $11M at year-end — a gain of 29.6%. Net assets (after liabilities) closed the year at $11M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$3M
Plan Type401(k)
Employer EIN141636222
Plan Effective Date1985-02-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Schenectady Family Health Services)

Year Plans Participants Total Assets
2022 1 157 $6M
2023 1 156 $8M
2024 1 159 $11M

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Frequently Asked Questions

How much money is in the Schenectady Family Health Services 401(k) Plan?
As of the 2024 Form 5500 filing, Schenectady Family Health Services 401(k) Plan holds $11M in total assets with 159 participants. It is sponsored by Schenectady Family Health Services.
What type of plan is Schenectady Family Health Services 401(k) Plan?
Schenectady Family Health Services 401(k) Plan is a 401(k) plan. It has been effective since 1985-02-04. The plan is filed with the U.S. Department of Labor under EIN 141636222.
Who sponsors the Schenectady Family Health Services 401(k) Plan?
Schenectady Family Health Services 401(k) Plan is sponsored by Schenectady Family Health Services, located in New York. The sponsor's EIN is 141636222 and the plan operates in the Healthcare & Social Assistance industry.
How did Schenectady Family Health Services 401(k) Plan perform in 2024?
Schenectady Family Health Services 401(k) Plan grew by 29.6% during 2024, moving from $8M to $11M in total assets. Net income was $3M.
Where can I find official filings for Schenectady Family Health Services 401(k) Plan?
Official Form 5500 filings for Schenectady Family Health Services 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141636222 or plan name at efast.dol.gov.
How does Schenectady Family Health Services 401(k) Plan compare to other plans?
You can compare Schenectady Family Health Services 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 141636222.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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