Money Purchase · DOL Form 5500 · 2024
Westchester Visiting Nurse Ser Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $140,470
- Avg per participant Near avg balance/head
Official DOL plan name: Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. · Sponsored by Westchester Visiting Nurse Ser · New York · Healthcare & Social Assistance
$14M in assets, 98 participants
Westchester Visiting Nurse Ser's Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. reported $14M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,460 in Healthcare & Social Assistance (16,916 peers)
Westchester Visiting Nurse Ser multi-year trail
Westchester Visiting Nurse Ser's plans moved +15.0% in assets from 2022 to 2024; this filing shows Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. at $14M / 98 participants.
- #11,460
- in Healthcare & Social Assistance (16,916 peers)
- +8.1%
- assets growth YoY
Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,766,024 Top 37% higher than 63% 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
Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. reported net income rose from $768K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. reported participants rose from 94 in the plan year 2023 filing to 98 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133323176 · Westchester Visiting Nurse Ser PY 2024 · Money Purchase
Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. · $14M · 98 · 63rd
- 5500 $14M
- ASSETS 98
- PCT 63rd
- EIN Money Purchase
- RANK near Bewley, Lasslebn & Miller Money Purchase Pension Plan
- PHOTO ind #11460
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 →
Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc. in the asset neighbourhood
Westchester Visiting Nurse Ser multi-year asset trail
Sponsor-wide plan assets over time
All Westchester Visiting Nurse Ser plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 15.001553011145758% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $12M |
| 2023 | 1 | 94 | $13M |
| 2024 | 1 | 98 | $14M |
Westchester Visiting Nurse Ser filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 133323176 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
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
Defined Contribution Pension Plan for Employees of Westchester Visiting Nurse Services Group, Inc.'s out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is Bewley, Lasslebn & Miller Money Purchase Pension Plan in CA ($14M); by covered participants it is Teamsters Local Union No. 120 Money Purchase Pension Plan in MN (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 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.