Other · DOL Form 5500 · 2024

Economic Opportunity Program, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
133
Participants Small participant base
40th
Percentile by assets National rank
$33,571
Avg per participant Low balance/head
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Official DOL plan name: Economic Opportunity Program, Inc. 403(b) Plan · Sponsored by Economic Opportunity Program, Inc. · New York · Other Services

$4M in assets, 133 participants

Economic Opportunity Program, Inc.'s Economic Opportunity Program, Inc. 403(b) Plan reported $4M in total assets and 133 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.

  • #4,833 in Other Services (7,719 peers)

Coverage in New York

Economic Opportunity Program, Inc. 403(b) Plan covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $4M.

#4,833
in Other Services (7,719 peers)
+4.9%
assets growth YoY

Economic Opportunity Program, Inc. 403(b) Plan's mid-pack asset rank among Other Services and all filers

Economic Opportunity Program, Inc. 403(b) Plan vs every filed plan by assets

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

$4,464,953 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

Economic Opportunity Program, 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. Economic Opportunity Program, Inc. 403(b) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Economic Opportunity Program, Inc. 403(b) Plan reported net income fell from $633K in the plan year 2023 filing to $207K in the plan year 2024 filing.
  • Economic Opportunity Program, Inc. 403(b) Plan reported participants rose from 120 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Economic Opportunity Program, Inc. 403(b) Plan 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 →

Published 5500 schedule card

Filing strip 160906941 · Economic Opportunity Program, Inc. PY 2024 · Other

Economic Opportunity Program, Inc. 403(b) Plan · $4M · 133 · 40th

  • BOY $4M
  • BOY 133
  • BOY 40th
  • BOY Other
  • BOY near Brandon Residential Treatment Center 403(b) Retirement Plan
  • BOY ind #4833

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 Other Services retirement plans → · Plans in New York →

Economic Opportunity Program, Inc. 403(b) Plan in the asset neighbourhood

Brandon Residential Treatment Center 403(b) Retirement PlanBrandon Residential Treatmen…$4MOzark Action, Inc. 403(b) PlanOzark Action, Inc. 403(b) Pl…$4MMurrieta Development Co., Inc. Prevailing Wage Retirement PlanMurrieta Development Co., In…$4MEconomic Opportunity Program, Inc. 403(b) PlanEconomic Opportunity Program…$4MFamily Guidance Center of Alabama 403b PlanFamily Guidance Center of Al…$4M
End-of-year total assets ($M) among Economic Opportunity Program, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$207K
Employer EIN160906941
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Economic Opportunity Program, Inc.)

Sponsor-wide plan assets over time

All Economic Opportunity Program, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 23.195348491993045% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.62M $4.46M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 120 $4M
2023 1 120 $4M
2024 1 133 $4M

Nearby Other Plans in New York

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

Economic Opportunity Program, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Economic Opportunity Program, Inc. 403(b) Plan, Total assets ($B): 0.004464953 · Participants: 133Economic Opportunity Program, 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
Economic Opportunity Program, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Economic Opportunity Program, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Brandon Residential Treatment Center 403(b) Retirement Plan in MA ($4M); by covered participants it is Community Care Services 403(b) Plan in MI (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Economic Opportunity Program, Inc. 403(b) Plan assets move in 2024?
Economic Opportunity Program, Inc. 403(b) Plan edged up modestly - up 4.9% during 2024, from $4M to $4M. Reported net income was $207K.
How have Economic Opportunity Program, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Economic Opportunity Program, Inc.'s sponsor-wide assets grew 23.2%, from $4M to $4M.
Which Other plans are similar in size to Economic Opportunity Program, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Brandon Residential Treatment Center 403(b) Retirement Plan in MA ($4M, 181 participants).
Which Other plans cover a similar participant headcount to Economic Opportunity Program, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Community Care Services 403(b) Plan in MI (133 participants, $3M in assets).