Other · DOL Form 5500 · 2022

The Stony Brook School Retirement Plan

Data updated 2026-08-11

$21M
Total assets
171
Participants
78th
Percentile by assets
$124,017
Avg per participant
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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.

  • 78th percentile by assets (of 139,126 plans)
  • #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.

$21M
total plan assets (2022 EOY)
171
covered participants
78th
percentile by assets (of 139,126 plans)
$124,017
avg assets per participant

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.

Where The Stony Brook School Defined Contribution Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Stony Brook School Defined Contribution Plan reports 171 participants - about 21% of that state average ($21M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income-$194K
Employer EIN116112414
Plan Effective Date1951-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stony Brook School)

$20M$22M$24M$26M$28M 202220232024 $21.2M $26M ▲ +22.3%
Total plan assets by year, all The Stony Brook School plans on file
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.

The Stony Brook School Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants The Stony Brook Scho…, Total assets ($B): 0.021206905 · Participants: 171The Stony Brook Scho…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
The Stony Brook School Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Stony Brook School Defined Contribution Plan by total assets, not by location.

Frequently Asked Questions

How did The Stony Brook School Defined Contribution Plan assets move in 2022?
The Stony Brook School Defined Contribution Plan held essentially flat - down 0.9% during 2022, from $21M to $21M. Reported net income was -$194K.
How have The Stony Brook School plan assets changed over time?
Across 3 plan years on file (2022-2024), The Stony Brook School's sponsor-wide assets grew 22.4%, from $21M to $26M.
Where does The Stony Brook School Defined Contribution Plan rank by assets among Form 5500 filers?
The Stony Brook School Defined Contribution Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Stony Brook School Defined Contribution Plan?
Among Other plans in other states, the closest by assets is The Maof 403(b) Plan in CA ($21M, 898 participants).

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Filing takeaways

Ways to act on The Stony Brook School Defined Contribution Plan's numbers.