Other · DOL Form 5500 · 2023

Outreach Development Corporation Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
79
Participants Small participant base
57th
Percentile by assets National rank
$115,957
Avg per participant Below avg balance/head
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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.

  • #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.

#11,028
in Healthcare & Social Assistance (17,684 peers)
+1.3%
assets growth YoY

Tax Deferred Annuity Plan of Outreach Development Corporation's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Outreach Development Corporation vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,160,623 Top 43% higher than 57% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Tax Deferred Annuity Plan of Outreach Development Corporation among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Outreach Development Corporation is a small filing (79 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 112518262 · Outreach Development Corporation PY 2023 · Other

Tax Deferred Annuity Plan of Outreach Development Corporation · $9M · 79 · 57th

  • BOOK $9M
  • BOOK 79
  • BOOK 57th
  • BOOK Other
  • BOOK near French American School of Puget Sound 403(b) DC Plan
  • BOOK ind #11028

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 →

Tax Deferred Annuity Plan of Outreach Development Corporation in the asset neighbourhood

Appalachian Trail Conservancy 403(b) Retirement PlanAppalachian Trail Conservanc…$9MTax Deferred Annuity Plan of Outreach Development CorporationTax Deferred Annuity Plan of…$9MFrench American School of Puget Sound 403(b) DC PlanFrench American School of Pu…$9MMmhc Employee Retirement Savings ProgramMmhc Employee Retirement Sav…$9MBaker College Professional Services 403(b) PlanBaker College Professional S…$9M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Outreach Development Corporation and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Outreach Development Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 3.0549468700257707% vs 2022
2024 filing year
$21.4M$21.6M$21.8M$22M$22.2M$22.4M 202220232024 $21.6M $22.2M ▲ +3.1%
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 Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Tax Deferred Annuity Plan of Outreach Development Corporation, Total assets ($B): 0.009160623 · Participants: 79Tax Deferred Annuity Plan of Outreach Development CorporationNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
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's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is French American School of Puget Sound 403(b) DC Plan in WA ($9M); by covered participants it is The Chandler School DC Retirement Plan in CA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Outreach Development Corporation? ▼
Among Other plans in other states, the closest by covered participants is The Chandler School DC Retirement Plan in CA (79 participants, $19M in assets).