Profit Sharing · DOL Form 5500 · 2024
Wraparound Services of the Hudson Valley Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $39,568
- Avg per participant Low balance/head
Official DOL plan name: Wraparound Services of the Hudson Valley Defined Contribution Plan · Sponsored by Wraparound Services of the Hudson Valley · New York · Healthcare & Social Assistance
$6M in assets, 153 participants
Wraparound Services of the Hudson Valley's Wraparound Services of the Hudson Valley Defined Contribution Plan reported $6M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,358 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Wraparound Services of the Hudson Valley Defined Contribution Plan covers 153 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $6M.
- #8,358
- in Healthcare & Social Assistance (16,916 peers)
- +10.3%
- assets growth YoY
Wraparound Services of the Hudson Valley Defined Contribution Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Wraparound Services of the Hudson Valley Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,053,888 45th percentile higher than 45% 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
Wraparound Services of the Hudson Valley Defined Contribution 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. Wraparound Services of the Hudson Valley Defined Contribution Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wraparound Services of the Hudson Valley Defined Contribution Plan reported net income fell from $853K in the plan year 2023 filing to $564K in the plan year 2024 filing.
- Wraparound Services of the Hudson Valley Defined Contribution Plan reported participants rose from 138 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- Wraparound Services of the Hudson Valley Defined Contribution Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141377518 · Wraparound Services of the Hudson Valley PY 2024 · Profit Sharing
Wraparound Services of the Hudson Valley Defined Contribution Plan · $6M · 153 · 45th
- BOY $6M
- SCH 153
- EBSA 45th
- PART Profit Sharing
- TYPE near Momentum Agencies Retirement Plan
- NET ind #8358
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 →
Wraparound Services of the Hudson Valley Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $564K |
| Employer EIN | 141377518 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wraparound Services of the Hudson Valley)
Sponsor-wide plan assets over time
All Wraparound Services of the Hudson Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 15.136552690021144% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 331 | $5M |
| 2023 | 1 | 138 | $5M |
| 2024 | 1 | 153 | $6M |
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
Wraparound Services of the Hudson Valley Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Momentum Agencies Retirement Plan in CA ($6M); by covered participants it is Thomas College DC Retirement Plan in ME (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Thomas College DC Retirement Plan (ME) 153 · 0 off
- Asics Digital Inc. 401(k) Plan (MA) 153 · 0 off
- Employee Benefits Plan of International Medical Corps (CA) 153 · 0 off
- Pathways Home Health and Hospice 403(b) Plan (CA) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.