Other · DOL Form 5500 · 2022

Westbury Friends School Retirement Plan

Data updated 2026-08-25

$122K
Total assets Small plan by assets
3
Participants Small participant base
7th
Percentile by assets National rank
$40,761
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westbury Friends School 403(b) Tda Plan 367056 · Sponsored by Westbury Friends School · New York · Educational Services

$122K in assets, 3 participants

Westbury Friends School's Westbury Friends School 403(b) Tda Plan 367056 reported $122K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #235 in Educational Services (4,024 peers)

Westbury Friends School multi-year trail

Westbury Friends School's plans moved -37.3% in assets from 2022 to 2024; this filing shows Westbury Friends School 403(b) Tda Plan 367056 at $122K / 3 participants.

#235
in Educational Services (4,024 peers)
-0.5%
assets change YoY

The plan reported a net loss of $676 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westbury Friends School 403(b) Tda Plan 367056 among the smaller filed plans by assets

Westbury Friends School 403(b) Tda Plan 367056 vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$122,282 7th percentile higher than 7% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Westbury Friends School 403(b) Tda Plan 367056 among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westbury Friends School 403(b) Tda Plan 367056 is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 111847129 · Westbury Friends School PY 2022 · Other

Westbury Friends School 403(b) Tda Plan 367056 · $122K · 3 · 7th

  • 5500 $122K
  • 5500 3
  • 5500 7th
  • 5500 Other
  • 5500 near Discovery School 403(b) Tda Plan
  • 5500 ind #235

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 →

Westbury Friends School 403(b) Tda Plan 367056 in the asset neighbourhood

Westbury Friends School 403(b) Tda Plan 367056Westbury Friends School 403(…$122KDiscovery School 403(b) Tda PlanDiscovery School 403(b) Tda …$123KFriar's Club, Inc. Employee Pension PlanFriar's Club, Inc. Employee …$119KCenter for Civil Justice 403b7 PlanCenter for Civil Justice 403…$119KDesert Asset Management, Inc. Retirement PlanDesert Asset Management, Inc…$118K
End-of-year total assets ($M) among Westbury Friends School 403(b) Tda Plan 367056 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Westbury Friends School multi-year asset trail

Sponsor-wide plan assets over time

All Westbury Friends School plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.30291413689728% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.65M $1.04M ▼ -37.0%
Year Plans Participants Total Assets
2022 2 12 $2M
2023 2 10 $1M
2024 2 8 $1M

Westbury Friends School filing trail (2022)

Total Assets (Beginning of Year)$123K
Net Assets (End of Year)$122K
Net Income-$676
Employer EIN111847129
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Westbury Friends School 403(b) Tda Plan 367056 vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Westbury Friends School 403(b) Tda Plan 367056, Total assets ($B): 0.000122282 · Participants: 3Westbury Friends School 403(b) Tda Plan 367056Northwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Westbury Friends School 403(b) Tda Plan 367056 vs. nearby Other plans in New York, assets vs. participants
Compare Westbury Friends School 403(b) Tda Plan 367056 side-by-side with 3 peers →

Westbury Friends School 403(b) Tda Plan 367056's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Discovery School 403(b) Tda Plan in OH ($123K); by covered participants it is Juile a Staggers Profit Sharing Plan in VA (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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.

Frequently Asked Questions

How did Westbury Friends School 403(b) Tda Plan 367056 assets move in 2022? ▼
Westbury Friends School 403(b) Tda Plan 367056 held essentially flat - down 0.5% during 2022, from $123K to $122K. Reported net income was -$676.
How have Westbury Friends School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westbury Friends School's sponsor-wide assets declined 37.3%, from $2M to $1M.
Where does Westbury Friends School 403(b) Tda Plan 367056 rank by assets among Form 5500 filers? ▼
Westbury Friends School 403(b) Tda Plan 367056 ranks in the 7th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Westbury Friends School 403(b) Tda Plan 367056? ▼
Among Other plans in other states, the closest by assets is Discovery School 403(b) Tda Plan in OH ($123K, 2 participants).
Which Other plans cover a similar participant headcount to Westbury Friends School 403(b) Tda Plan 367056? ▼
Among Other plans in other states, the closest by covered participants is Juile a Staggers Profit Sharing Plan in VA (3 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 111847129.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.