Nysarc pension plans

Nysarc, Inc., Latham, NY. EIN 13-5678837. Annual reports 2009–2024. Also filed as Jefferson Rehabilitation Center, Inc; Jefferson Rehabilitation Center,; Jefferson Rehabilitation Center, Inc.; ST. Lawrence County Chapter of the Nysarc, Inc.

Nysarc, Inc. has 3 active retirement plans on file. The largest is the The Arc New York Affiliated Employers 403(b) Plan, with 23,081 participants and $648 million in assets in 2024. TIAA has been its recordkeeper since 2022.

Active plans
3
Participants
39,385
Plan assets
$1.1 billion
401(k) recordkeeper
TIAA
Plans on file
8
Industry
Health care

All 8 plans

Active plans first

The Arc New York Affiliated Employers 403(b) Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 13-5678837
Participants (2024)
23,081
Net assets (2024)
$648 million
Recordkeeper
TIAAEarlier: Valic Retirement Services (2020–2021)
Plan administrator
Nysarc, Inc.
29 British American BLVD
Latham, NY 12110
(518) 439-8311As filed for 2024
In effect since
December 1, 2020

Plans merged into this one: The Arc Jefferson-St. Lawrence 403(b) Plan for ST. Lawrence County Employees (2020); 403(b) Thrift Plan for Nysarc, Inc. DBA the Arc - Jefferson ST. Lawrence New York (2021); The New York City Chapter of Nysarc, Inc. Non-Union Employees Tax-Deferred Annuity Plan (2022); The Collective Bargaining Employees of the New York City Chapter of Nysarc Tax-Deferred Annuity Plan (2022); Montgomery County Chapter Nysarc, Inc. 403(b) Plan (2021); The Arc of Monroe County Thrift Plan (2022); Advocacy and Resource Center Tax Deferred Annuity Plan (2021); Westchester County Chapter Nysarc Inc. Tax Deferred Annuity Plan (2021); 403(b) Thrift Plan for Rockland County Chapter - New York State Association for Retarded Children, Inc. (2021).

Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202423,081$648 millionTIAA
202328,297$604 millionTIAA
202210,233$527 millionTIAA
20218,788$271 millionValic Retirement Services
20203,993$130 millionValic Retirement Services

The Arc New York Affiliated Employers 401(k) Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
003Employer EIN 13-5678837
Participants (2024)
15,783
Net assets (2024)
$452 million
Recordkeeper
TIAAEarlier: Valic Retirement Service (2021–2023)
Plan administrator
Nysarc, Inc.
29 British American BLVD
Latham, NY 12110
(518) 439-8311As filed for 2024
In effect since
December 1, 2020

Plans merged into this one: Nassau County Ahrc Profit-Sharing Plan (2022); Nysarc, DC Chapter, Tax Deferred Annuity Plan (2022); Employee Benefit Plan of Dutchess County New York (2022); The Arc of Orange County 403(b) DC Plan (2022); Nysarc, Inc. Sullivan County Chapter 401K Plan & Trust (2022); Montgomery County Chapter New York State Association for Retarded Children Retirement Plan (2021); Mountain Lake Services 401K Plan (2020); Lexington Center Retirement Plan (2021); Suffolk County Chapter Ahrc Pension Trust (2021); The Arc Allegany-Steuben 401(k) Plan (2021).

Year by year, 2020 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202415,783$452 millionTIAA
202317,405$417 millionValic Retirement Service
202214,408$365 millionValic Retirement Service
20217,634$289 millionValic Retirement Service
20201,229$66.5 millionnot listed

Jefferson Rehabilitation Center, Inc. Retirement Income Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2023 plan year.

Plan number
001Employer EIN 16-1134631
Participants (2023)
521
Net assets (2023)
$21.8 million
Administered by
Principal2017–2023
Plan administrator
Jefferson Rehabilitation Center, Inc.
P.O. Box 41, 380 Gaffney Drive
Watertown, NY 13601
(315) 788-2730As filed for 2023
In effect since
December 30, 1980

Earlier plan names: Jefferson Rehabilitation Center Inc. Retirement Income Plan.

Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
2023521$21.8 millionPrincipal
2022527$23.1 millionnot listed
2021539$21.4 millionnot listed
2020548$25.9 millionnot listed
2019547$24.1 millionnot listed
2018558$21.2 millionPrincipal
2017561$17.4 millionPrincipal
2016602$18.9 millionnot listed
2015618$17.1 millionnot listed
2014634$17.0 millionnot listed
2013656$17.6 millionnot listed
2012698$17.1 millionnot listed
2011687$14.9 millionnot listed
2010658$12.9 millionnot listed
2009671$11.7 millionnot listed

Jefferson Rehabilitation Center, Inc. Health & Welfare Retirement Plan & Trust

Profit-sharing planClosed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number
004Employer EIN 16-1134631
Participants (2020)
214
Net assets (2020)
$4,521
Recordkeeper
Empower2014–2024
Plan administrator
Jefferson Rehabilitation Center, Inc.
380 Gaffney Drive
Watertown, NY 13601
(315) 788-2730As filed for 2024
In effect since
October 1, 1998

Earlier plan names: Jefferson Rehabilitation Center Inc Health & Welfare Retirement Plan; Jefferson Rehabilitation Center, Inc. Health & Welfare Retirement Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20240n/aEmpower
2020214$4,521Empower
2019215$2.4 millionEmpower
2018204$2.1 millionEmpower
2017176$2.3 millionEmpower
2016347$2.1 millionEmpower
2015334$2.1 millionEmpower
2014324$2.1 millionEmpower
2013293$2.2 millionnot listed
2012242$2.0 millionnot listed
2011266$1.7 millionnot listed
2010262$1.7 millionnot listed
2009247$1.5 millionnot listed

403(b) Thrift Plan for Nysarc, Inc. DBA the Arc - Jefferson ST. Lawrence New York

403(b)Merged

Merged. In 2021 its assets moved to the The Arc New York Affiliated Employees 403(b) Plan, sponsored by Nysarc, Inc. (EIN 13-5678837, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
003Employer EIN 16-1134631
Participants (2021)
262
Net assets (2021)
$4.8 million
Recordkeeper
Mutual of America2017–2020
Plan administrator
The Arc Jefferson - ST. Lawrence
P.O. Box 41, 380 Gaffney Drive
Watertown, NY 13601
(315) 788-2730As filed for 2021
In effect since
December 31, 1995

Earlier sponsor: Jefferson Rehabilitation Center, Inc. (2009–2019).

Earlier plan names: 403B Plan for the Employees of Jefferson Rehabilitation Center, Inc.; 403(b) Plan for the Employees of Jefferson Rehabilitation Center, Inc..

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
2021262$4.8 millionnot listed
20200n/aMutual of America
2019725$16.1 millionMutual of America
2018628$13.9 millionMutual of America
2017610$14.7 millionMutual of America
2016590$13.2 millionnot listed
2015580$12.5 millionnot listed
2014551$12.7 millionnot listed
2013567$12.5 millionnot listed
2012567$11.5 millionnot listed
2011583$10.8 millionnot listed
2009593$10.6 millionnot listed

Nysarc, Inc. Retirement Plan and Trust

Profit-sharing planMerged

Merged. In 2020 its assets moved to the The Arc New York Affiliated Employers 401(k) Plan, sponsored by Nysarc, Inc. (EIN 13-5678837, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
001Employer EIN 13-5678837
Participants (2019)
98
Net assets (2019)
$6.5 million
Plan administrator
Nysarc, Inc.
29 British American BLVD, 2ND Floor
Latham, NY 12110
(518) 439-8311As filed for 2020
In effect since
November 1, 1984

Plans merged into this one: Nysarc, Inc. 403(b) Retirement Savings Plan (2020).

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
201998$6.5 millionnot listed
2018102$5.8 millionnot listed
201799$8.0 millionnot listed
201698$7.2 millionnot listed
201594$7.9 millionnot listed
201486$7.6 millionnot listed
201381$6.9 millionnot listed
201263$5.7 millionnot listed
201160$4.8 millionnot listed
201055$4.5 millionnot listed
200961$3.7 millionnot listed

The Arc Jefferson-St. Lawrence 403(b) Plan for ST. Lawrence County Employees

403(b)Merged

Merged. In 2020 its assets moved to the The Arc New York Affiliated Employers 403(b) Plan, sponsored by Nysarc, Inc. (EIN 13-5678837, plan 004). Accounts moved with them, so that plan is the one to contact.

Plan number
005Employer EIN 16-1134631
Participants (2019)
599
Net assets (2019)
$9.2 million
Recordkeeper
Nationwide2009–2020
Plan administrator
Nysarc Inc. (the Arc Jefferson - ST. Lawrence)
6 Commerce LN
Canton, NY 13617
(315) 379-9531As filed for 2020
In effect since
January 1, 1978

Earlier sponsor: ST. Lawrence County Chapter of the Nysarc, Inc. (2009–2019).

Earlier plan names: ST. Lawrence Nysarc Contributory Tax Sheltered Annuity Plan; ST. Lawrence County Chapter of the Nysarc, Inc..

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0Nationwide
2019599$9.2 millionNationwide
2018589$9.3 millionNationwide
2017601$11.5 millionNationwide
2016654$10.4 millionNationwide
2015639$9.7 millionNationwide
2014650$11.9 millionNationwide
2013645$11.4 millionNationwide
2012665$10.3 millionNationwide
2011674$9.8 millionNationwide
2010678$9.8 millionNationwide
2009676$8.8 millionNationwide

Nysarc, Inc. 403(b) Retirement Savings Plan

403(b)Merged

Merged. In 2020 its assets moved to the The Arc New York Affilliated Employers 403(b) Plan, sponsored by Nysarc, Inc. (EIN 13-5678837, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 13-5678837
Participants (2019)
103
Net assets (2019)
$3.6 million
Plan administrator
Nysarc, Inc.
29 British American BLVD.
Latham, NY 12210
(518) 439-8311As filed for 2020
In effect since
January 1, 2010

Plans merged into this one: Nysarc, Inc. Retirement Plan and Trust (2020); The Arc of Ulster-Greene 403(b) Plan (2020); Putnam County Chapter Nysarc, Inc. D/B/A Putnam As Assoc Resource Centers Employees Deferred Annuity Plan (2020); The Arc Allegany-Steuben Money Purchase Plan (2021).

Year by year, 2010 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
2019103$3.6 millionnot listed
2018104$2.8 millionnot listed
2017106$3.0 millionnot listed
2016106$2.2 millionnot listed
2015100$1.8 millionnot listed
201493$1.5 millionnot listed
201391$1.2 millionnot listed
201280$689,934not listed
201175$405,045not listed
201070$257,377not listed

If you had money in one of these plans

  1. Call TIAA (tiaa.org), which runs the The Arc New York Affiliated Employers 403(b) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((518) 439-8311). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  5. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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