Other · DOL Form 5500 · 2022
Westbury Friends School Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $169,913
- Avg per participant Above avg balance/head
Official DOL plan name: Westbury Friends School 403(b) DC Plan 367055 · Sponsored by Westbury Friends School · New York · Educational Services
$2M in assets, 9 participants
Westbury Friends School's Westbury Friends School 403(b) DC Plan 367055 reported $2M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #814 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) DC Plan 367055 at $2M / 9 participants.
- #814
- in Educational Services (4,024 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $130K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westbury Friends School 403(b) DC Plan 367055 among the smaller filed plans by assets
Westbury Friends School 403(b) DC Plan 367055 vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,529,219 30th percentile higher than 30% 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
Westbury Friends School 403(b) DC Plan 367055 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) DC Plan 367055 is a micro filing (9 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 111847129 · Westbury Friends School PY 2022 · Other
Westbury Friends School 403(b) DC Plan 367055 · $2M · 9 · 30th
- PART $2M
- PART 9
- PART 30th
- PART Other
- PART near Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan
- PART ind #814
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) DC Plan 367055 in the asset neighbourhood
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
| 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) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$130K |
| Employer EIN | 111847129 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
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
Westbury Friends School 403(b) DC Plan 367055's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Saint Joseph's Rehabilitation and Residence Tax Sheltered Annuity Plan in ME ($2M); by covered participants it is Southwest Michigan Land Conservancy in MI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Southwest Michigan Land Conservancy (MI) 9 · 0 off
- Synbio Tech 401(k) Plan (NJ) 9 · 0 off
- Rockingham Economic Development Corp (NH) 9 · 0 off
- Academy at Ocean Reef Defined Contribution Retirement Plan (FL) 9 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.