Other · DOL Form 5500 · 2024
Afs USA Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $176,151
- Avg per participant Above avg balance/head
Official DOL plan name: Afs-USA 403(b)Plan · Sponsored by Afs USA · New York · Educational Services
$24M in assets, 134 participants
Afs USA's Afs-USA 403(b)Plan reported $24M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,067 in Educational Services (3,638 peers)
Coverage in New York
Afs-USA 403(b)Plan covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #2,067
- in Educational Services (3,638 peers)
- -1.6%
- assets change YoY
The plan reported a net loss of $375K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Afs-USA 403(b)Plan's outsized position by total assets
Afs-USA 403(b)Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,604,287 Top 27% higher than 73% 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
Afs-USA 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. Afs-USA 403(b)Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Afs-USA 403(b)Plan reported net income fell from $3M in the plan year 2023 filing to -$375K in the plan year 2024 filing.
- Afs-USA 403(b)Plan reported participants rose from 116 in the plan year 2023 filing to 134 in the plan year 2024 filing.
- Afs-USA 403(b)Plan end-of-year assets fell from $24M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391711417 · Afs USA PY 2024 · Other
Afs-USA 403(b)Plan · $24M · 134 · 73rd
- RANK $24M
- RANK 134
- RANK 73rd
- RANK Other
- RANK near Employee Benefit of Spectrum Health Systems, Inc.
- RANK ind #2067
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 Educational Services retirement plans → · Plans in New York →
Afs-USA 403(b)Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$375K |
| Employer EIN | 391711417 |
| Plan Effective Date | 1975-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Afs USA)
Sponsor-wide plan assets over time
All Afs USA plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 11.317604968881298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $21M |
| 2023 | 1 | 116 | $24M |
| 2024 | 1 | 134 | $24M |
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
Afs-USA 403(b)Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Employee Benefit of Spectrum Health Systems, Inc. in MA ($24M); by covered participants it is Child Care Aware of America 403(b) Retirement Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Employee Benefit of Spectrum Health Systems, Inc. (MA) $24M · 1,177
- Heritage University Retirement Plan (WA) $24M · 252
- U.K.S.M.-W., M.P.a. Tax Deferred Annuity Plan (KS) $24M · 227
- Alaska Pacific University Retirement Plan (AK) $24M · 124
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Child Care Aware of America 403(b) Retirement Plan (VA) 134 · 0 off
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) 134 · 0 off
- 403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC (TN) 134 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.