Other · DOL Form 5500 · 2024
Afs USA Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 134
- Participants
- 73rd
- Percentile by assets
- $176,151
- Avg per participant
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.
- 73rd percentile by assets (of 123,622 plans)
- #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.
- $24M
- total plan assets (2024 EOY)
- 134
- covered participants
- 73rd
- percentile by assets (of 123,622 plans)
- $176,151
- avg assets per participant
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.
Where Afs-USA 403(b)Plan sits 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
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Afs-USA 403(b)Plan reports 134 participants - about 17% of that state average ($24M EOY assets).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Afs-USA 403(b)Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Afs-USA 403(b)Plan assets move in 2024? ▼
How have Afs USA plan assets changed over time? ▼
Which Other plans are similar in size to Afs-USA 403(b)Plan? ▼
Next read for Afs-USA 403(b)Plan
Filing takeaways
Ways to act on Afs-USA 403(b)Plan's numbers.
- By total assets, Afs-USA 403(b)Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Afs USA's sponsor-wide assets have grown 11.3% since 2022 across 3 plan years on file. More Educational Services plans