Other · DOL Form 5500 · 2022

Susan B Anthony House, the Retirement Plan

Data updated 2026-08-25

$612K
Total assets Small plan by assets
7
Participants Small participant base
20th
Percentile by assets National rank
$87,363
Avg per participant Below avg balance/head
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Official DOL plan name: Susan B Anthony House, the 403(b) DC Plan · Sponsored by Susan B Anthony House, the · New York · Arts, Entertainment & Recreation

$612K in assets, 7 participants

Susan B Anthony House, the's Susan B Anthony House, the 403(b) DC Plan reported $612K in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,288 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Susan B Anthony House, the 403(b) DC Plan ranks #1,288 of 3,077 2022 filers by assets (4541% of the sector average)-$612K for 7 participants.

#1,288
in Arts, Entertainment & Recreation (3,077 peers)
-15.6%
assets change YoY

The plan reported a net loss of $113K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Susan B Anthony House, the 403(b) DC Plan among the smaller filed plans by assets

Susan B Anthony House, the 403(b) DC Plan vs every filed plan by assets

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

$611,539 20th percentile higher than 20% 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

Susan B Anthony House, the 403(b) DC Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan B Anthony House, the 403(b) DC Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 237098699 · Susan B Anthony House, the PY 2022 · Other

Susan B Anthony House, the 403(b) DC Plan · $612K · 7 · 20th

  • RANK $612K
  • RANK 7
  • RANK 20th
  • RANK Other
  • RANK near Trinity Playgroup Employee Pension
  • RANK ind #1288

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Susan B Anthony House, the 403(b) DC Plan in the asset neighbourhood

See Inc 401(k)$616KSusan B Anthony House, the 403(b) DC PlanSusan B Anthony House, the 4…$612KTrinity Playgroup Employee PensionTrinity Playgroup Employee P…$614KGroundworks Collaborative, Inc. Retirement PlanGroundworks Collaborative, I…$607KFta International 401(k)$603K
End-of-year total assets ($M) among Susan B Anthony House, the 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$725K
Net Assets (End of Year)$612K
Net Income-$113K
Employer EIN237098699
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susan B Anthony House, the)

Sponsor-wide plan assets over time

All Susan B Anthony House, the plans reported in each filing year

Latest sponsor-wide plan assets
$1M 81.42048176812926% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.61M $1.11M ▲ +82.0%
Year Plans Participants Total Assets
2022 1 7 $612K
2023 1 11 $856K
2024 1 13 $1M

Nearby Other Plans in New York

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

Susan B Anthony House, the 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Susan B Anthony House, the 403(b) DC Plan, Total assets ($B): 0.000611539 · Participants: 7Susan B Anthony House, the 403(b) DC PlanNorthwell 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
Susan B Anthony House, the 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

Susan B Anthony House, the 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Trinity Playgroup Employee Pension in PA ($614K); by covered participants it is Pace Management, Inc.-401(k) Retirement Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($612K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Susan B Anthony House, the 403(b) DC Plan assets move in 2022?
Susan B Anthony House, the 403(b) DC Plan declined sharply - down 15.6% during 2022, from $725K to $612K. Reported net income was -$113K.
How have Susan B Anthony House, the plan assets changed over time?
Across 3 plan years on file (2022-2024), Susan B Anthony House, the's sponsor-wide assets grew 81.4%, from $612K to $1M.
Where does Susan B Anthony House, the 403(b) DC Plan rank by assets among Form 5500 filers?
Susan B Anthony House, the 403(b) DC Plan ranks in the 20th 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 Susan B Anthony House, the 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Trinity Playgroup Employee Pension in PA ($614K, 13 participants).
Which Other plans cover a similar participant headcount to Susan B Anthony House, the 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Pace Management, Inc.-401(k) Retirement Plan in NM (7 participants, $566K in assets).