My Plan Facts

New York › Professional, scientific and technical services › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Anibic 403(b) Plan

Sponsored by Association for Neurologically Impaired Brain Injured Children Inc., Oakland Gardens, NY

403(b) plan

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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$3.1Mnet assets, end of plan year+8% on the year
222participants166 active
$13,799net assets per participantsame-size median $60,185
—employer contributions per active participantsame-size median $2,447

In the plan year ending 31 Dec 2024, Anibic 403(b) Plan covered 222 participants and held $3.1M in net assets. The plan is a 403(b) plan sponsored by Association for Neurologically Impaired Brain Injured Children Inc. of Oakland Gardens, New York.

Net assets came to $13,799 per participant, well below the $60,185 median for defined contribution plans with 100 to 249 participants and well below the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $29K: $131 per participant, well below the same-size median of $194. Administrative expenses charged to the plan were $28K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $1.8M in 2013 to $3.1M in 2024 (up 74%), and participants from 166 to 222 (up 34%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$13,799$60,185$73,951$53,102
Employer contributions per active participant—$2,447$3,219$2,175
Schedule C compensation per participant$131$194$148$123
Schedule C compensation, share of net assets0.95%0.32%0.22%0.26%
Administrative expenses per participant$126$176$140$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2013: $1.8M2014: $2.1M2015: $2.1M2016: $2.2M2017: $2.8M2018: $2.8M2019: $2.5M2020: $2.9M2021: $2.8M2022: $2.4M2023: $2.8M2024: $3.1M$1.8M$3.1M2013201620202024
Net assets at year end
2013: 1662014: 1582015: 1972016: 1952017: 2132018: 2522019: 1942020: 2152021: 2022022: 2022023: 2302024: 2221662522222013201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024222$3.1M$13,797—$174K$29K
2023230$2.8M$12,304—$183K$23K
2022202$2.4M$11,901—$218K$24K
2021202$2.8M$13,876—$145K$26K
2020215$2.9M$13,488—$156K$24K
2019194$2.5M$12,732$61K$205K$25K
2018252$2.8M$11,266$76K$242K$17K
2017213$2.8M$12,939$78K$262K$31K
2016195$2.2M$11,236$84K$232K$30K
2015197$2.1M$10,695$86K$246K$26K
2014158$2.1M$13,310$84K$255K$17K
2013166$1.8M$10,633$70K$221K$10K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$2,830,374
  • Employer contributions—
  • Participant contributions$173,545
  • Rollovers and other contributions$3,798
  • Total contributions$177,343
  • Total income, including investment results$508,464
  • Benefits paid$247,450
  • Administrative expenses$27,991
  • Total expenses$275,441
  • Net income$233,023
  • Net transfers$0
  • Net assets, end of year$3,063,397

Participants

  • Active participants166
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits56
  • Participants with account balances128
  • Total participants, end of year222

Fees and service providers

$29KSchedule C compensation to organisations$29K direct · $24 indirect
$131per participantsame-size median $194
0.95%of net assetssame-size median 0.32%
$28Kadministrative expenses charged to the plan$126 per participant
OrganisationServices reportedDirectIndirect
AscensusContract Administrator; Participant loan processing$14,839$24
Osaic Wealth Inc.Investment advisory (participants)$14,249$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Contract administrator fees$27,991
  • Total administrative expenses$27,991

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$2.9M · 95.6%
  • Participant loans$100K · 3.3%
  • Cash (interest and non-interest bearing)$34K · 1.1%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmBonadio & Co., LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2LCode section 403(b)(1) arrangement (annuity contracts)
  • 2MCode section 403(b)(7) accounts (custodial accounts for regulated investment company stock)
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541990: All Other Professional, Scientific, & Technical Services.

Similar plans in New York

PlanSponsorParticipantsNet assetsPer participant
Linklaters LLP 401(k) Profit Sharing PlanLinklaters LLP223$89.8M$402,877
Air Industries Group 401(k) PlanAir Industries Group221$8.9M$40,229
Traub Lieberman Straus & Shrewsberry LLP 401(k) Retirement PlanTraub Lieberman Straus & Shrewsberry LLP223$39.7M$178,025
Hunt-Eas 401(k) PlanHunt Engineers, Architects, Land Surveyors & Landscape Architects, DPC221$25.7M$116,441
Ludwig Institute for Cancer Research Ltd. Retirement Savings PlanLudwig Institute for Cancer Research, Ltd.223$39.6M$177,423
Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) PlanWhiteman Osterman & Hanna LLP220$105M$476,379

Defined contribution plans in professional, scientific and technical services closest in size.

Questions and answers

How big is Anibic 403(b) Plan?

222 participants at the end of the plan year ending 31 Dec 2024, of whom 166 were active employees, with net assets of $3,063,397. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does Association for Neurologically Impaired Brain Injured Children Inc. contribute per participant?

This filing has no Schedule H financial statement, so employer contributions are not reported here.

What fees does the plan pay and how do they compare?

Schedule C reports $29,112 in compensation to service provider organisations, $131 per participant or 0.95% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $27,991. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Association for Neurologically Impaired Brain Injured Children Inc.. Recordkeeping or administration: Ascensus. Investment advisory or management: Osaic Wealth Inc.. The financial statements were audited by Bonadio & Co., LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 8 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 11-2348663, plan 002, received 8 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.