Other · DOL Form 5500 · 2024
Pro Action of Steuben & Yates, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $33,630
- Avg per participant Low balance/head
Official DOL plan name: Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · Sponsored by Pro Action of Steuben & Yates, Inc. · New York · Other Services
$8M in assets, 229 participants
Pro Action of Steuben & Yates, Inc.'s Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan reported $8M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #5,439 in Other Services (7,719 peers)
Coverage in New York
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan covers 229 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #5,439
- in Other Services (7,719 peers)
- +14.5%
- assets growth YoY
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan's mid-pack asset rank among Other Services and all filers
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,701,250 Top 50% higher than 50% 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
Pro Action of Steuben & Yates, Inc. 403(b) 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. Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (229 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan reported net income rose from $615K in the plan year 2023 filing to $974K in the plan year 2024 filing.
- Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan reported participants fell from 235 in the plan year 2023 filing to 229 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 160914512 · Pro Action of Steuben & Yates, Inc. PY 2024 · Other
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · $8M · 229 · 50th
- IND $8M
- IND 229
- IND 50th
- IND Other
- IND near Genesis Primecare 403b Plan
- IND ind #5439
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 →
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $974K |
| Employer EIN | 160914512 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pro Action of Steuben & Yates, Inc.)
Sponsor-wide plan assets over time
All Pro Action of Steuben & Yates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 26.00610588652423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 236 | $6M |
| 2023 | 1 | 235 | $7M |
| 2024 | 1 | 229 | $8M |
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
Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Genesis Primecare 403b Plan in TX ($8M); by covered participants it is Hospice of the East Bay 403(b) Retirement Plan in CA (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- Hospice of the East Bay 403(b) Retirement Plan (CA) 229 · 0 off
- St. Johnsbury Academy 403(b) Retirement Plan (VT) 229 · 0 off
- Mt. San Rafael Hospital Retirement Plan (CO) 229 · 0 off
- Aspire of Illinois 403(b) Plan (IL) 229 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.