Other · DOL Form 5500 · 2024
Family of Woodstock, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $12,973
- Avg per participant Low balance/head
Official DOL plan name: Family of Woodstock, Inc. Retirement Plan · Sponsored by Family of Woodstock, Inc. · New York · Healthcare & Social Assistance
$3M in assets, 200 participants
Family of Woodstock, Inc.'s Family of Woodstock, Inc. Retirement Plan reported $3M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,365 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Family of Woodstock, Inc. Retirement Plan covers 200 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $3M.
- #5,365
- in Healthcare & Social Assistance (16,916 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Family of Woodstock, Inc. Retirement Plan among the smaller filed plans by assets
Family of Woodstock, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,594,577 32nd percentile higher than 32% 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
Family of Woodstock, Inc. Retirement 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. Family of Woodstock, Inc. Retirement Plan sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family of Woodstock, Inc. Retirement Plan reported net income fell from $213K in the plan year 2023 filing to -$55K in the plan year 2024 filing.
- Family of Woodstock, Inc. Retirement Plan reported participants rose from 161 in the plan year 2023 filing to 200 in the plan year 2024 filing.
- Family of Woodstock, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141537663 · Family of Woodstock, Inc. PY 2024 · Other
Family of Woodstock, Inc. Retirement Plan · $3M · 200 · 32nd
- VS-ST $3M
- VS-ST 200
- VS-ST 32nd
- VS-ST Other
- VS-ST near Northeastern Rural Health Clinics 403(b) Plan
- VS-ST ind #5365
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 →
Family of Woodstock, Inc. Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$55K |
| Employer EIN | 141537663 |
| Plan Effective Date | 1995-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family of Woodstock, Inc.)
Sponsor-wide plan assets over time
All Family of Woodstock, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 6.506624806912442% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $2M |
| 2023 | 1 | 161 | $3M |
| 2024 | 1 | 200 | $3M |
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
Family of Woodstock, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Northeastern Rural Health Clinics 403(b) Plan in CA ($3M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Northeastern Rural Health Clinics 403(b) Plan (CA) $3M · 104
- Living Arrangements for the Developmentally Disabled, Inc. 403(b) Defined Contribution Retirement Plan (OH) $3M · 160
- L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan (TN) $3M · 203
- The Chicago Academy for the Arts Defined Contribution Plan (IL) $3M · 48
Similar participant headcount
Nearest other-state filings by covered participants (200 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.