401(k) · DOL Form 5500 · 2024

United Cerebral Palsy of New 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
2,172
Participants Above avg headcount
86th
Percentile by assets National rank
$27,728
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Adapt Community Network · Sponsored by United Cerebral Palsy of New · New York · Healthcare & Social Assistance

$60M in assets, 2,172 participants

United Cerebral Palsy of New's Tax Deferred Annuity Plan of Adapt Community Network reported $60M in total assets and 2,172 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,911 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Tax Deferred Annuity Plan of Adapt Community Network covers 2,172 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $60M.

#14,911
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tax Deferred Annuity Plan of Adapt Community Network's outsized position by total assets

Tax Deferred Annuity Plan of Adapt Community Network vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$60,225,188 Top 14% higher than 86% of 123,620 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 2024

Tax Deferred Annuity Plan of Adapt Community Network's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tax Deferred Annuity Plan of Adapt Community Network lands in the large band (2,172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tax Deferred Annuity Plan of Adapt Community Network reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Adapt Community Network end-of-year assets rose from $54M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Tax Deferred Annuity Plan of Adapt Community Network reported participants rose from 2,015 in the plan year 2023 filing to 2,172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135654532 · United Cerebral Palsy of New PY 2024 · 401(k)

Tax Deferred Annuity Plan of Adapt Community Network · $60M · 2,172 · 86th

  • EIN $60M
  • EIN 2,172
  • EIN 86th
  • EIN 401(k)
  • EIN near San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan
  • EIN ind #14911

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 Adapt Community Network in the asset neighbourhood

Tax Deferred Annuity Plan of Adapt Community NetworkTax Deferred Annuity Plan of…$60MResonetics 401(k) Plan$60MSan Joaquin Valley College, Inc. 401(k) Profit Sharing PlanSan Joaquin Valley College, …$60MJefferson Homebuilders, Inc. Employees' Profit Sharing PlanJefferson Homebuilders, Inc.…$60MMethods Machine Tools, Inc. Retirement Savings PlanMethods Machine Tools, Inc. …$60M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Adapt Community Network and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN135654532
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cerebral Palsy of New)

Sponsor-wide plan assets over time

All United Cerebral Palsy of New plans reported in each filing year

Latest sponsor-wide plan assets
$137M 82.83436602117804% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $75.1M $137M ▲ +82.8%
Year Plans Participants Total Assets
2022 2 1,420 $75M
2023 4 5,551 $171M
2024 3 4,636 $137M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Adapt Community Network vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Tax Deferred Annuity Plan of Adapt Community Network, Total assets ($B): 0.060225188 · Participants: 2172Tax Deferred Annuity Plan of Adapt Community NetworkIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Tax Deferred Annuity Plan of Adapt Community Network vs. nearby 401(k) plans in New York, assets vs. participants

Tax Deferred Annuity Plan of Adapt Community Network's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan in CA ($60M); by covered participants it is First Financial Bancorp 401(k) Savings Plan in OH (2,171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,172 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.

Frequently Asked Questions

How did Tax Deferred Annuity Plan of Adapt Community Network assets move in 2024?
Tax Deferred Annuity Plan of Adapt Community Network grew at a solid clip - up 10.7% during 2024, from $54M to $60M. Reported net income was $6M.
How have United Cerebral Palsy of New plan assets changed over time?
Across 3 plan years on file (2022-2024), United Cerebral Palsy of New's sponsor-wide assets grew 82.8%, from $75M to $137M.
Where does Tax Deferred Annuity Plan of Adapt Community Network rank by assets among Form 5500 filers?
Tax Deferred Annuity Plan of Adapt Community Network ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Tax Deferred Annuity Plan of Adapt Community Network?
Among 401(k) plans in other states, the closest by assets is San Joaquin Valley College, Inc. 401(k) Profit Sharing Plan in CA ($60M, 2,160 participants).
Which 401(k) plans cover a similar participant headcount to Tax Deferred Annuity Plan of Adapt Community Network?
Among 401(k) plans in other states, the closest by covered participants is First Financial Bancorp 401(k) Savings Plan in OH (2,171 participants, $171M in assets).