Other · DOL Form 5500 · 2024
The Legal Aid Society of Northeastern New York, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $82,376
- Avg per participant Below avg balance/head
Official DOL plan name: The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan · Sponsored by The Legal Aid Society of Northeastern New York, Inc. · New York · Professional & Technical Services
$9M in assets, 110 participants
The Legal Aid Society of Northeastern New York, Inc.'s The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan reported $9M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,454 in Professional & Technical Services (20,173 peers)
Coverage in New York
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan covers 110 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #10,454
- in Professional & Technical Services (20,173 peers)
- +14.3%
- assets growth YoY
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,061,311 Top 46% higher than 54% 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
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan 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. The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan sits mid-pack in the medium band (110 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan reported net income rose from $590K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan reported participants fell from 127 in the plan year 2023 filing to 110 in the plan year 2024 filing.
DOL schedule card
Filing strip 141338448 · The Legal Aid Society of Northeastern New York, Inc. PY 2024 · Other
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan · $9M · 110 · 54th
- PCT $9M
- PCT 110
- PCT 54th
- PCT Other
- PCT near Milwaukee Art Museum, Inc. Employees' Retirement Income Plan
- PCT ind #10454
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 →
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 141338448 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Legal Aid Society of Northeastern New York, Inc.)
Sponsor-wide plan assets over time
All The Legal Aid Society of Northeastern New York, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 14.332495142518303% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 127 | $8M |
| 2024 | 1 | 110 | $9M |
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
The Legal Aid Society of Northeastern New York Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Milwaukee Art Museum, Inc. Employees' Retirement Income Plan in WI ($9M); by covered participants it is Children's Day School Defined Contribution Retirement Plan in CA (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 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.