Other · DOL Form 5500 · 2024

Advance Care Alliance of New York Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
975
Participants Near avg headcount
67th
Percentile by assets National rank
$17,788
Avg per participant Low balance/head
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Official DOL plan name: Advance Care Alliance of New York Inc. 403(b) Plan · Sponsored by Advance Care Alliance of New York Inc. · New York · Healthcare & Social Assistance

$17M in assets, 975 participants

Advance Care Alliance of New York Inc.'s Advance Care Alliance of New York Inc. 403(b) Plan reported $17M in total assets and 975 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,220 in Healthcare & Social Assistance (16,916 peers)

Advance Care Alliance of New York Inc. multi-year trail

Advance Care Alliance of New York Inc.'s plans moved +24.2% in assets from 2023 to 2024; this filing shows Advance Care Alliance of New York Inc. 403(b) Plan at $17M / 975 participants.

#12,220
in Healthcare & Social Assistance (16,916 peers)
+24.2%
assets growth YoY

Advance Care Alliance of New York Inc. 403(b) Plan's outsized position by total assets

Advance Care Alliance of New York Inc. 403(b) Plan vs every filed plan by assets

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

$17,343,211 Top 33% higher than 67% 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

Advance Care Alliance of New York Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advance Care Alliance of New York Inc. 403(b) Plan sits mid-pack in the medium band (975 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advance Care Alliance of New York Inc. 403(b) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Advance Care Alliance of New York Inc. 403(b) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Advance Care Alliance of New York Inc. 403(b) Plan reported participants rose from 963 in the plan year 2023 filing to 975 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 465489816 · Advance Care Alliance of New York Inc. PY 2024 · Other

Advance Care Alliance of New York Inc. 403(b) Plan · $17M · 975 · 67th

  • BOY $17M
  • SCH 975
  • EBSA 67th
  • PART Other
  • TYPE near Forum School Defined Contribution Retirement Plan
  • NET ind #12220

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 →

Advance Care Alliance of New York Inc. 403(b) Plan in the asset neighbourhood

Mayfield Senior School 403 (B) PlanMayfield Senior School 403 (…$17MAdvance Care Alliance of New York Inc. 403(b) PlanAdvance Care Alliance of New…$17MForum School Defined Contribution Retirement PlanForum School Defined Contrib…$17MKnoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$17MLake Ridge Academy Tax Deferred Annuity and Defined Contribution PlanLake Ridge Academy Tax Defer…$17M
End-of-year total assets ($M) among Advance Care Alliance of New York Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Advance Care Alliance of New York Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advance Care Alliance of New York Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.167304153214417% vs 2023
2024 filing year
$12M$14M$16M$18M 20232024 $14M $17.3M ▲ +24.1%
Year Plans Participants Total Assets
2023 1 963 $14M
2024 1 975 $17M

Advance Care Alliance of New York Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN465489816
Plan Effective Date2018-09-15
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Advance Care Alliance of New York Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Advance Care Alliance of New York Inc. 403(b) Plan, Total assets ($B): 0.017343211 · Participants: 975Advance Care Alliance of New York Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Advance Care Alliance of New York Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Advance Care Alliance of New York Inc. 403(b) Plan side-by-side with 3 peers →

Advance Care Alliance of New York Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Forum School Defined Contribution Retirement Plan in NJ ($17M); by covered participants it is Friendship Village Retirement Savings Plan in MO (972 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (975 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 Advance Care Alliance of New York Inc. 403(b) Plan assets move in 2024? ▼
Advance Care Alliance of New York Inc. 403(b) Plan grew sharply - up 24.2% during 2024, from $14M to $17M. Reported net income was $3M.
How have Advance Care Alliance of New York Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Advance Care Alliance of New York Inc.'s sponsor-wide assets grew 24.2%, from $14M to $17M.
Which Other plans are similar in size to Advance Care Alliance of New York Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Forum School Defined Contribution Retirement Plan in NJ ($17M, 62 participants).
Which Other plans cover a similar participant headcount to Advance Care Alliance of New York Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Friendship Village Retirement Savings Plan in MO (972 participants, $22M 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 465489816.

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.