Other · DOL Form 5500 · 2024
Legal Services of the Hudson Valley Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 242
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $76,116
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Legal Services · Sponsored by Legal Services of the Hudson Valley · New York · Professional & Technical Services
$18M in assets, 242 participants
Legal Services of the Hudson Valley's 403(b) Thrift Plan for Legal Services reported $18M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #13,687 in Professional & Technical Services (20,173 peers)
Coverage in New York
403(b) Thrift Plan for Legal Services covers 242 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $18M.
- #13,687
- in Professional & Technical Services (20,173 peers)
- +18.1%
- assets growth YoY
403(b) Thrift Plan for Legal Services's outsized position by total assets
403(b) Thrift Plan for Legal Services vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,420,172 Top 31% higher than 69% 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
403(b) Thrift Plan for Legal Services 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. 403(b) Thrift Plan for Legal Services sits mid-pack in the medium band (242 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Legal Services reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- 403(b) Thrift Plan for Legal Services reported participants rose from 160 in the plan year 2023 filing to 242 in the plan year 2024 filing.
- 403(b) Thrift Plan for Legal Services end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 136265606 · Legal Services of the Hudson Valley PY 2024 · Other
403(b) Thrift Plan for Legal Services · $18M · 242 · 69th
- EOY $18M
- 5500 242
- ASSETS 69th
- PCT Other
- EIN near Edmund Burke School Optional Retirement Plan
- RANK ind #13687
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 →
403(b) Thrift Plan for Legal Services in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 136265606 |
| Plan Effective Date | 2008-05-01 |
| 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 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
403(b) Thrift Plan for Legal Services's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Edmund Burke School Optional Retirement Plan in DC ($18M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (242 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (242 participants); asset peers above are excluded.
- Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan (NJ) 242 · 0 off
- Skirball Cultural Center Defined Contribution Retirement Plan (CA) 242 · 0 off
- Legal Aid Chicago Employee Contribution Plan (IL) 242 · 0 off
- Goodwill Industries of South Central Ohio 403b Plan (OH) 242 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.