Other · DOL Form 5500 · 2024

Asian Americans for Equality, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
139
Participants Small participant base
48th
Percentile by assets National rank
$49,894
Avg per participant Low balance/head
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Official DOL plan name: Asian Americans for Equality, Inc. 403(b) Plan · Sponsored by Asian Americans for Equality, Inc. · New York · Real Estate

$7M in assets, 139 participants

Asian Americans for Equality, Inc.'s Asian Americans for Equality, Inc. 403(b) Plan reported $7M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,105 in Real Estate (4,605 peers)

Coverage in New York

Asian Americans for Equality, Inc. 403(b) Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $7M.

#3,105
in Real Estate (4,605 peers)
+31.3%
assets growth YoY

Asian Americans for Equality, Inc. 403(b) Plan's mid-pack asset rank among Real Estate and all filers

Asian Americans for Equality, Inc. 403(b) Plan vs every filed plan by assets

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

$6,935,266 48th percentile higher than 48% 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

Asian Americans for Equality, Inc. 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. Asian Americans for Equality, Inc. 403(b) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asian Americans for Equality, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Asian Americans for Equality, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Asian Americans for Equality, Inc. 403(b) Plan reported participants rose from 125 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133187792 · Asian Americans for Equality, Inc. PY 2024 · Other

Asian Americans for Equality, Inc. 403(b) Plan · $7M · 139 · 48th

  • IND $7M
  • IND 139
  • IND 48th
  • IND Other
  • IND near Self-Help, Inc. Tax Sheltered Annuity Plan
  • IND ind #3105

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 Real Estate retirement plans → · Plans in New York →

Asian Americans for Equality, Inc. 403(b) Plan in the asset neighbourhood

The Section 403(b) Plan for Hospice of Hope, Inc.The Section 403(b) Plan for …$7MAsian Americans for Equality, Inc. 403(b) PlanAsian Americans for Equality…$7MSelf-Help, Inc. Tax Sheltered Annuity PlanSelf-Help, Inc. Tax Sheltere…$7MClaflin University 403(b) Tda PlanClaflin University 403(b) Td…$7MAlliance for Community Empowerment, Inc. Tax Sheltered Annuity PlanAlliance for Community Empow…$7M
End-of-year total assets ($M) among Asian Americans for Equality, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN133187792
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asian Americans for Equality, Inc.)

Sponsor-wide plan assets over time

All Asian Americans for Equality, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 103.4126255295198% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.41M $6.94M ▲ +103.5%
Year Plans Participants Total Assets
2022 1 120 $3M
2023 1 125 $5M
2024 1 139 $7M

Nearby Other Plans in New York

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

Asian Americans for Equality, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Asian Americans for Equality, Inc. 403(b) Plan, Total assets ($B): 0.006935266 · Participants: 139Asian Americans for Equality, Inc. 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Asian Americans for Equality, Inc. 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Asian Americans for Equality, Inc. 403(b) Plan side-by-side with 3 peers →

Asian Americans for Equality, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Self-Help, Inc. Tax Sheltered Annuity Plan in MA ($7M); by covered participants it is River Oak Center for Children 403b Plan in CA (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Asian Americans for Equality, Inc. 403(b) Plan assets move in 2024? ▼
Asian Americans for Equality, Inc. 403(b) Plan surged - up 31.3% during 2024, from $5M to $7M. Reported net income was $2M.
How have Asian Americans for Equality, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asian Americans for Equality, Inc.'s sponsor-wide assets grew 103.4%, from $3M to $7M.
Which Other plans are similar in size to Asian Americans for Equality, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Self-Help, Inc. Tax Sheltered Annuity Plan in MA ($7M, 236 participants).
Which Other plans cover a similar participant headcount to Asian Americans for Equality, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is River Oak Center for Children 403b Plan in CA (139 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133187792.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.