Profit Sharing · DOL Form 5500 · 2024
Services for the Underserved Profit Sharing Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 1,715
- Participants Near avg headcount
- 78th
- Percentile by assets National rank
- $18,875
- Avg per participant Low balance/head
Official DOL plan name: Services for the Underserved 403(b) Plan · Sponsored by Services for the Underserved · New York · Healthcare & Social Assistance
$32M in assets, 1,715 participants
Services for the Underserved's Services for the Underserved 403(b) Plan reported $32M in total assets and 1,715 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #13,816 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Services for the Underserved 403(b) Plan covers 1,715 participants in New York, 2.1x the typical New York plan (state average ~798 per filing). Assets: $32M.
- #13,816
- in Healthcare & Social Assistance (16,916 peers)
- +24.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Services for the Underserved 403(b) Plan's outsized position by total assets
Services for the Underserved 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,371,232 Top 22% higher than 78% 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
Services for the Underserved 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Services for the Underserved 403(b) Plan lands in the large band (1,715 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Services for the Underserved 403(b) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Services for the Underserved 403(b) Plan reported participants rose from 1,684 in the plan year 2023 filing to 1,715 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 911918247 · Services for the Underserved PY 2024 · Profit Sharing
Services for the Underserved 403(b) Plan · $32M · 1,715 · 78th
- TYPE $32M
- TYPE 1,715
- TYPE 78th
- TYPE Profit Sharing
- TYPE near Snyder Associated Companies Inc Employee Profit Sharing Plan
- TYPE ind #13816
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 →
Services for the Underserved 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $6M |
| Employer EIN | 911918247 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Services for the Underserved)
Sponsor-wide plan assets over time
All Services for the Underserved plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 65.00300659003145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,586 | $20M |
| 2023 | 1 | 1,684 | $26M |
| 2024 | 1 | 1,715 | $32M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Services for the Underserved 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Snyder Associated Companies Inc Employee Profit Sharing Plan in PA ($32M); by covered participants it is Caribbean Cinemas Savings and Retirement Plan in PR (1,709 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,715 participants); asset peers above are excluded.
- Caribbean Cinemas Savings and Retirement Plan (PR) 1,709 · 6 off
- Iuoe Local 965 Annuity Plan (IL) 1,708 · 7 off
- Kpmg Partner Retirement Savings Plan (NJ) 1,704 · 11 off
- Sinai Health System Retirement Plan (IL) 1,728 · 13 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.