Money Purchase · DOL Form 5500 · 2024
Legal Services of the Hudson Valley Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $46,366
- Avg per participant Low balance/head
Official DOL plan name: DC Pension Plan for Employees of Legal Services of the Hudson Valley · Sponsored by Legal Services of the Hudson Valley · New York · Professional & Technical Services
$5M in assets, 105 participants
Legal Services of the Hudson Valley's DC Pension Plan for Employees of Legal Services of the Hudson Valley reported $5M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,870 in Professional & Technical Services (20,173 peers)
Coverage in New York
DC Pension Plan for Employees of Legal Services of the Hudson Valley covers 105 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #7,870
- in Professional & Technical Services (20,173 peers)
- +19.4%
- assets growth YoY
DC Pension Plan for Employees of Legal Services of the Hudson Valley's mid-pack asset rank among Professional & Technical Services and all filers
DC Pension Plan for Employees of Legal Services of the Hudson Valley vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,868,479 42nd percentile higher than 42% 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
DC Pension Plan for Employees of Legal Services of the Hudson Valley 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. DC Pension Plan for Employees of Legal Services of the Hudson Valley sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- DC Pension Plan for Employees of Legal Services of the Hudson Valley reported net income rose from $430K in the plan year 2023 filing to $792K in the plan year 2024 filing.
- DC Pension Plan for Employees of Legal Services of the Hudson Valley end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- DC Pension Plan for Employees of Legal Services of the Hudson Valley reported participants fell from 110 in the plan year 2023 filing to 105 in the plan year 2024 filing.
DOL schedule card
Filing strip 136265606 · Legal Services of the Hudson Valley PY 2024 · Money Purchase
DC Pension Plan for Employees of Legal Services of the Hudson Valley · $5M · 105 · 42nd
- NET $5M
- NET 105
- NET 42nd
- NET Money Purchase
- NET near State Farm Prototype Retirement Plan for State Farm Agents
- NET ind #7870
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 Professional & Technical Services retirement plans → · Plans in New York →
DC Pension Plan for Employees of Legal Services of the Hudson Valley in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $792K |
| Employer EIN | 136265606 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Services of the Hudson Valley)
Sponsor-wide plan assets over time
All Legal Services of the Hudson Valley plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 50.94028802423273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 223 | $15M |
| 2023 | 2 | 270 | $20M |
| 2024 | 2 | 347 | $23M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
DC Pension Plan for Employees of Legal Services of the Hudson Valley's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is State Farm Prototype Retirement Plan for State Farm Agents in MO ($5M); by covered participants it is Harvard Management Company Inc. Pension Plan in MA (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (105 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.