Retirement plan

THE NEW YORK IMMIGRATION COALITION 403(B) PLAN

Name: THE NEW YORK IMMIGRATION COALITION - THE NEW YORK IMMIGRATION COALITION 403(B) PLAN (2025) Form 5500
Creator: THE NEW YORK IMMIGRATION COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NEW YORK IMMIGRATION COALITION 403(B) PLAN, THE NEW YORK IMMIGRATION COALITION

THE NEW YORK IMMIGRATION COALITIONEIN 13-3573409Plan #001PY 2025

131 W. 33RD STREET, SUITE 610 - NEW YORK, NY 10001212-627-2227nyic.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh feesRecently reached 100 employees

How to read this page

Total assets (EOY)

$2.8M

+35.9% from 2024

Total participants

123

+23.0% from 2024

Average account balance

$26,272

+20.4% from 2024

Annual return

12.87%

-2.44 pp from 2024

Benchmarks

See 3,150 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort3,150 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

105

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

143.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$497K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$375

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2S3D2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$39K

$539 / participant

Other / not subdivided$39K100.0%

% of EOY assets

1.426%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,272

$86,050-69.5%

$189,758-86.2%

$94,015-72.1%

Participation rate

75.3%

68.9%+6.4pp

79.8%-4.5pp

70.8%+4.5pp

Annual return

12.87%

17.77%-4.9pp

52.62%-39.8pp

17.84%-5.0pp

Employer contribution / active EE

$1,675

$2,819-40.6%

$4,767-64.9%

$2,790-40.0%

Participant deferral / active EE

$5,135

$3,349+53.3%

$5,856-12.3%

$4,249+20.8%

Admin fee / account holder

$375

$6,627-94.3%

$20,388-98.2%

$8,951-95.8%

THE NEW YORK IMMIGRATION COALITION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NEW YORK IMMIGRATION COALITION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion