Other · DOL Form 5500 · 2023

Outreach Development Corporation Retirement Plan

Data updated 2026-08-11

$9M
Total assets
79
Participants
57th
Percentile by assets
$115,957
Avg per participant
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Official DOL plan name: Tax Deferred Annuity Plan of Outreach Development Corporation · Sponsored by Outreach Development Corporation · New York · Healthcare & Social Assistance

$9M in assets, 79 participants

Outreach Development Corporation's Tax Deferred Annuity Plan of Outreach Development Corporation reported $9M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • 57th percentile by assets (of 127,072 plans)
  • #11,028 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Tax Deferred Annuity Plan of Outreach Development Corporation holds $9M for 79 participants - about $115,957 per participant, above the median plan by assets.

$9M
total plan assets (2023 EOY)
79
covered participants
57th
percentile by assets (of 127,072 plans)
$115,957
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tax Deferred Annuity Plan of Outreach Development Corporation reported net income rose from -$457K in the plan year 2022 filing to $119K in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Outreach Development Corporation reported participants fell from 109 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • Tax Deferred Annuity Plan of Outreach Development Corporation end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Other filing for Tax Deferred Annuity Plan of Outreach Development Corporation

Other filing for plan year 2023: EIN 112518262 ; effective since 1984-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$119K
Employer EIN112518262
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Outreach Development Corporation)

$21.4M$21.6M$21.8M$22M$22.2M$22.4M 202220232024 $21.6M $22.2M ▲ +3.1%
Total plan assets by year, all Outreach Development Corporation plans on file
Year Plans Participants Total Assets
2022 2 264 $22M
2023 2 304 $22M
2024 2 276 $22M

Nearby Other Plans in New York

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

Tax Deferred Annuity Plan of Outreach Development Corporation vs. nearby Other plans in New York, assets vs. participants

Tax Deferred Annuity Plan of Outreach Development Corporation vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tax Deferred Annuity…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Tax Deferred Annuity Plan of Outreach Development Corporation vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax Deferred Annuity Plan of Outreach Development Corporation by total assets, not by location.

Frequently Asked Questions

How did Tax Deferred Annuity Plan of Outreach Development Corporation assets move in 2023?
Tax Deferred Annuity Plan of Outreach Development Corporation edged up modestly - up 1.3% during 2023, from $9M to $9M. Reported net income was $119K.
How have Outreach Development Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Outreach Development Corporation's sponsor-wide assets grew 3.1%, from $22M to $22M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Outreach Development Corporation?
Among Other plans in other states, the closest by assets is French American School of Puget Sound 403(b) DC Plan in WA ($9M, 90 participants).

Next read for Tax Deferred Annuity Plan of Outreach De…

Filing takeaways

Ways to act on Tax Deferred Annuity Plan of Outreach Development Corporation's numbers.