Other · DOL Form 5500 · 2024
Upstate Cerebral Palsy Dba Upstate Caring Partners Retirement Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 1,567
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $42,345
- Avg per participant Low balance/head
Official DOL plan name: Upstate Caring Partners 403(b) Retirement Plan · Sponsored by Upstate Cerebral Palsy Dba Upstate Caring Partners · New York · Healthcare & Social Assistance
$66M in assets, 1,567 participants
Upstate Cerebral Palsy Dba Upstate Caring Partners's Upstate Caring Partners 403(b) Retirement Plan reported $66M in total assets and 1,567 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #15,038 in Healthcare & Social Assistance (16,916 peers)
Where Upstate Caring Partners 403(b) Retirement Plan sits by assets
Upstate Caring Partners 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $66M for 1,567 participants (~$42,345/participant), up 12.1% in 2024.
- #15,038
- in Healthcare & Social Assistance (16,916 peers)
- +12.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Upstate Caring Partners 403(b) Retirement Plan's outsized position by total assets
Upstate Caring Partners 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,354,686 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Upstate Caring Partners 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upstate Caring Partners 403(b) Retirement Plan lands in the large band (1,567 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Upstate Caring Partners 403(b) Retirement Plan reported net income rose from $917K in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Upstate Caring Partners 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Upstate Caring Partners 403(b) Retirement Plan reported participants fell from 1,625 in the plan year 2023 filing to 1,567 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 150543657 · Upstate Cerebral Palsy Dba Upstate Caring Partners PY 2024 · Other
Upstate Caring Partners 403(b) Retirement Plan · $66M · 1,567 · 87th
- NET $66M
- BOOK 1,567
- VS-ST 87th
- BOY Other
- SCH near Columbia College Retirement Savings Plan
- EBSA ind #15038
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 →
Upstate Caring Partners 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $7M |
| Employer EIN | 150543657 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upstate Cerebral Palsy Dba Upstate Caring Partners)
Sponsor-wide plan assets over time
All Upstate Cerebral Palsy Dba Upstate Caring Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 12.417990006297504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,611 | $59M |
| 2023 | 1 | 1,625 | $59M |
| 2024 | 1 | 1,567 | $66M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Upstate Caring Partners 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Columbia College Retirement Savings Plan in MO ($66M); by covered participants it is Monarch 403(b) Plan in NC (1,567 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Columbia College Retirement Savings Plan (MO) $66M · 1,159
- Winsor School 403b Plan (MA) $66M · 126
- Mount St. Joseph University Defined Contribution Plan (OH) $66M · 341
- Guide Dogs for the Blind, Inc. 403(b) Plan (CA) $67M · 354
Similar participant headcount
Nearest other-state filings by covered participants (1,567 participants); asset peers above are excluded.
- Monarch 403(b) Plan (NC) 1,567 · 0 off
- National Public Radio, Inc. Retirement Plan (DC) 1,563 · 4 off
- Goodwill Northern New England 403(b) Plan (ME) 1,562 · 5 off
- Riverside Community Care, Inc. 403(b) Plan (MA) 1,560 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.