Other · DOL Form 5500 · 2024
University Settlement Society of New York Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 602
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $43,797
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for University Settlement Society of New York · Sponsored by University Settlement Society of New York · New York · Other Services
$26M in assets, 602 participants
University Settlement Society of New York's 403(b) Thrift Plan for University Settlement Society of New York reported $26M in total assets and 602 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,721 in Other Services (7,719 peers)
Where 403(b) Thrift Plan for University Settlement Society of New York sits by assets
403(b) Thrift Plan for University Settlement Society of New York sits in the top quartile of all filed plans by assets, $26M for 602 participants (~$43,797/participant), down 2.8% in 2024.
- #6,721
- in Other Services (7,719 peers)
- -2.8%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan for University Settlement Society of New York's outsized position by total assets
403(b) Thrift Plan for University Settlement Society of New York vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,365,543 Top 25% higher than 75% 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
403(b) Thrift Plan for University Settlement Society of New York 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. 403(b) Thrift Plan for University Settlement Society of New York sits mid-pack in the medium band (602 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for University Settlement Society of New York reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- 403(b) Thrift Plan for University Settlement Society of New York reported participants fell from 815 in the plan year 2023 filing to 602 in the plan year 2024 filing.
- 403(b) Thrift Plan for University Settlement Society of New York end-of-year assets fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.
DOL schedule card
Filing strip 135562374 · University Settlement Society of New York PY 2024 · Other
403(b) Thrift Plan for University Settlement Society of New York · $26M · 602 · 75th
- ASSETS $26M
- PCT 602
- EIN 75th
- RANK Other
- PHOTO near Stephens College DC Retirement Plan
- IND ind #6721
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Plan for University Settlement Society of New York in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$1M |
| Employer EIN | 135562374 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Settlement Society of New York)
Sponsor-wide plan assets over time
All University Settlement Society of New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 14.934253206911311% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 401 | $23M |
| 2023 | 1 | 815 | $27M |
| 2024 | 1 | 602 | $26M |
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
403(b) Thrift Plan for University Settlement Society of New York's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Stephens College DC Retirement Plan in MO ($26M); by covered participants it is Lincoln University Defined Contribution Retirement Plan in PA (602 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (602 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.