Profit Sharing · DOL Form 5500 · 2024

Neighborhood Defender Service, Inc. Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
326
Participants Below avg headcount
66th
Percentile by assets National rank
$48,881
Avg per participant Low balance/head
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Official DOL plan name: Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan · Sponsored by Neighborhood Defender Service, Inc. · New York · Professional & Technical Services

$16M in assets, 326 participants

Neighborhood Defender Service, Inc.'s Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reported $16M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,072 in Professional & Technical Services (20,173 peers)

Coverage in New York

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan covers 326 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $16M.

#13,072
in Professional & Technical Services (20,173 peers)
+24.9%
assets growth YoY

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs every filed plan by assets

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

$15,935,143 Top 34% higher than 66% 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

Neighborhood Defender Service, Inc. Tax Sheltered Annuity 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. Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan reported participants rose from 286 in the plan year 2023 filing to 326 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 061296692 · Neighborhood Defender Service, Inc. PY 2024 · Profit Sharing

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan · $16M · 326 · 66th

  • PHOTO $16M
  • IND 326
  • EOY 66th
  • 5500 Profit Sharing
  • ASSETS near Area Agency on Aging, Psa2 403(b) Plan
  • PCT ind #13072

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 Professional & Technical Services retirement plans → · Plans in New York →

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan in the asset neighbourhood

Critcher Brothers Produce Profit Sharing PlanCritcher Brothers Produce Pr…$16MArea Agency on Aging, Psa2 403(b) PlanArea Agency on Aging, Psa2 4…$16MNeighborhood Defender Service, Inc. Tax Sheltered Annuity PlanNeighborhood Defender Servic…$16MAtlanta Heart Associates, P.C. Amended Profit Sharing PlanAtlanta Heart Associates, P.…$16MPerenich, Caulfield, Avril & Noyes, P. a. Profit Sharing PlanPerenich, Caulfield, Avril &…$16M
End-of-year total assets ($M) among Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN061296692
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighborhood Defender Service, Inc.)

Sponsor-wide plan assets over time

All Neighborhood Defender Service, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 81.97846906262458% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.76M $15.9M ▲ +82.0%
Year Plans Participants Total Assets
2022 1 215 $9M
2023 1 286 $13M
2024 1 326 $16M

Nearby Profit Sharing Plans in New York

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

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan, Total assets ($B): 0.015935143 · Participants: 326Neighborhood Defender Service, Inc. Tax Sheltered Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Area Agency on Aging, Psa2 403(b) Plan in OH ($16M); by covered participants it is Pasquinelli Produce Co. Profit Sharing Plan in AZ (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan assets move in 2024?
Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan grew sharply - up 24.9% during 2024, from $13M to $16M. Reported net income was $3M.
How have Neighborhood Defender Service, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Neighborhood Defender Service, Inc.'s sponsor-wide assets grew 82.0%, from $9M to $16M.
Which Profit Sharing plans are similar in size to Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Area Agency on Aging, Psa2 403(b) Plan in OH ($16M, 150 participants).
Which Profit Sharing plans cover a similar participant headcount to Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Pasquinelli Produce Co. Profit Sharing Plan in AZ (326 participants, $10M in assets).