· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SPECIAL OLYMPICS NEW YORK, INC. — SPECIAL OLYMPICS NEW YORK, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916143316NAL0001230995001
SPECIAL OLYMPICS NEW YORK, INC.
Form 5500-SF
FILING_RECEIVED
SPECIAL OLYMPICS NEW YORK, INC. RETIREMENT PLAN
403(b) retirement plan
Active participants
62
Accounts w/ balance
87
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SPECIAL OLYMPICS NEW YORK, INC.
.
Find decision makers
Plan sponsor
Name
SPECIAL OLYMPICS NEW YORK, INC.
EIN
23-7061382
Address
94 NEW KARNER ROAD, SUITE 208 · ALBANY, NY · 12203
Phone
(518) 388-0790
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE FOUNDATION OF SHALOM PARK
THE FOUNDATION OF SHALOM PARK 401(K) PLAN
$5.2M · 255 participants
MATHEMATICAL ASSOCIATION OF AMERICA, INC.
MATHEMATICAL ASSOCIATION OF AMERICA 403(B) PLAN
$5.2M · 27 participants
INTERNATIONAL CHAPTER OF THE PEO SISTERHOOD
INTERNATIONAL CHAPTER OF THE P.E.O. SISTERHOOD SAVINGS PLAN
$5.2M · 36 participants
NATIONAL PRIVATE TRUCK COUNCIL
NATIONAL PRIVATE TRUCK COUNCIL 401(K) RETIREMENT PLAN
$5.2M · 5 participants
TWIN CEDARS YOUTH & FAMILY SERVICES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
TWIN CEDARS YOUTH & FAMILY SERVICES, INC. 403(B) PLAN
$5.2M · 165 participants
COBB CHAMBER OF COMMERCE
COBB CHAMBER OF COMMERCE 401K PLAN
$5.2M · 34 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
