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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $6M |
| Employer EIN | 135654532 |
| Plan Effective Date | 1978-04-01 |
| Filing Status | FILING 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
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,172 participants); asset peers above are excluded.
- First Financial Bancorp 401(k) Savings Plan (OH) 2,171 · 1 off
- Mosaic Investment Plan (FL) 2,173 · 1 off
- Hutchinson Corporation 401(k) Plan & Trust (MI) 2,173 · 1 off
- Athens Services 401(k) Profit Sharing Plan (CA) 2,173 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.