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Employer · plans filed under one EIN

Community Service Society of New York

New York, NY · Health care and social assistance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$70.6Mnet assets across plans
588participant records257 active
$1.4Memployer contributions, latest plan years$5,575 per active record
$260KSchedule C compensation to organisations$442.43 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Community Service Society of New York's employer identification number (New York, New York). Their latest filings total 588 participant records and $70.6M in net assets.

The largest is Community Service Society of New York Retirement Plan, a defined benefit pension plan with 420 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $1.4M and participant contributions $1.1M in the latest plan years; benefits paid were $4.2M. Schedule C compensation reported to service provider organisations totalled $260K.

Combined net assets moved from $3.1M in 2009 to $70.6M in 2024 (up 2165%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Community Service Society of New York Retirement Plandefined benefit pension plan2024420$55.3M$131,709$8,759$189K
Community Service Society of New York 403(b) Plan403(b) plan2024168$15.3M$90,906$1,940$71K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $3.1M2010: $3.6M2011: $4.2M2012: $25.6M2013: $36.7M2014: $39.1M2015: $38.8M2016: $40.7M2017: $45.2M2018: $43.6M2019: $50.0M2020: $55.2M2021: $64.5M2022: $54.7M2023: $63.3M2024: $70.6M$3.1M$70.6M20092012201620202024
Combined net assets
2009: 1462010: 1482011: 1552012: 3552013: 4952014: 4952015: 5122016: 5392017: 5412018: 5422019: 5512020: 5692021: 5592022: 5622023: 6092024: 58814660958820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242588$70.6M$1.4M$1.1M
20232609$63.3M$1.4M$916K
20222562$54.7M$1.4M$849K
20212559$64.5M$1.4M$798K
20202569$55.2M$1.4M$727K
20192551$50.0M$1.4M$689K
20182542$43.6M$1.4M$635K
20172541$45.2M$1.1M$574K
20162539$40.7M$1.0M$565K
20152512$38.8M$1.0M$533K
20142495$39.1M$1.0M$427K
20132495$36.7M$1.0M$387K
20121355$25.6M$900K$0
20111155$4.2M$100K$365K
20101148$3.6M$98K$341K
20091146$3.1M$98K$337K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Milliman, Inc.Actuarial; Investment management1$95,200
Metropolitan Life InsuranceContract Administrator; Investment management1$93,914
Cornerstone Advisors Asset MGMTInvestment advisory (plan)1$39,917
Pentegra Services Inc.Contract Administrator; Other services1$22,527
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$8,589
Morningstar Investment Management LInvestment advisory (participants)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Milliman, Inc.$95K
Metropolitan Life Insurance$94K
Cornerstone Advisors Asset MGMT$40K
Pentegra Services Inc.$23K
Principal Life Insurance Company$8,589
Morningstar Investment Management L$0

Questions and answers

How many retirement plans does Community Service Society of New York have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Community Service Society of New York Retirement Plan and Community Service Society of New York 403(b) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Community Service Society of New York contribute to its plans?

$1,432,848 in employer contributions across these plans in their latest plan years, about $5,575 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Milliman, Inc., Metropolitan Life Insurance, Cornerstone Advisors Asset MGMT and Pentegra Services Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.