Other · DOL Form 5500 · 2022
The Stony Brook School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $124,017
- Avg per participant Near avg balance/head
Official DOL plan name: The Stony Brook School Defined Contribution Plan · Sponsored by The Stony Brook School · New York · Educational Services
$21M in assets, 171 participants
The Stony Brook School's The Stony Brook School Defined Contribution Plan reported $21M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,512 in Educational Services (4,024 peers)
Coverage in New York
The Stony Brook School Defined Contribution Plan covers 171 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $21M.
- #2,512
- in Educational Services (4,024 peers)
- -0.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Stony Brook School Defined Contribution Plan's outsized position by total assets
The Stony Brook School Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,206,905 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Stony Brook School Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stony Brook School Defined Contribution Plan sits mid-pack in the medium band (171 participants).
Published 5500 schedule card
Filing strip 116112414 · The Stony Brook School PY 2022 · Other
The Stony Brook School Defined Contribution Plan · $21M · 171 · 78th
- PCT $21M
- PCT 171
- PCT 78th
- PCT Other
- PCT near The Maof 403(b) Plan
- PCT ind #2512
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →
The Stony Brook School Defined Contribution Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$194K |
| Employer EIN | 116112414 |
| Plan Effective Date | 1951-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stony Brook School)
Sponsor-wide plan assets over time
All The Stony Brook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 22.371053201775553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $21M |
| 2023 | 1 | 162 | $24M |
| 2024 | 1 | 172 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
The Stony Brook School Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Maof 403(b) Plan in CA ($21M); by covered participants it is League School of Greater Boston, Inc. 403(b) Plan in MA (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.