Other · DOL Form 5500 · 2022

Cooke School and Institute Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
235
Participants Below avg headcount
74th
Percentile by assets National rank
$71,449
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Cooke School and Institute · Sponsored by Cooke School and Institute · New York · Other Services

$17M in assets, 235 participants

Cooke School and Institute's 403(b) Thrift Plan of Cooke School and Institute reported $17M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,202 in Other Services (8,398 peers)

Coverage in New York

403(b) Thrift Plan of Cooke School and Institute covers 235 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $17M.

#7,202
in Other Services (8,398 peers)
-9.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

403(b) Thrift Plan of Cooke School and Institute's outsized position by total assets

403(b) Thrift Plan of Cooke School and Institute vs every filed plan by assets

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

$16,790,551 Top 26% higher than 74% 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

403(b) Thrift Plan of Cooke School and Institute 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. 403(b) Thrift Plan of Cooke School and Institute sits mid-pack in the medium band (235 participants).

Plan-year Form 5500 strip

Filing strip 133396691 · Cooke School and Institute PY 2022 · Other

403(b) Thrift Plan of Cooke School and Institute · $17M · 235 · 74th

  • 5500 $17M
  • ASSETS 235
  • PCT 74th
  • EIN Other
  • RANK near Employee Benefit Plan of Bridgeway Rehabilitation Services
  • PHOTO ind #7202

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 Other Services retirement plans → · Plans in New York →

403(b) Thrift Plan of Cooke School and Institute in the asset neighbourhood

Charlotte Christian School Retirement PlanCharlotte Christian School R…$17M403(b) Thrift Plan of Cooke School and Institute403(b) Thrift Plan of Cooke …$17MEmployee Benefit Plan of Bridgeway Rehabilitation ServicesEmployee Benefit Plan of Bri…$17MFroedtert South, Inc. 401(a) Defined Contribution Retirement PlanFroedtert South, Inc. 401(a)…$17M401(k) Profit Sharing Plan for Employees of Navajo Engineering and Construction Authority401(k) Profit Sharing Plan f…$17M
End-of-year total assets ($M) among 403(b) Thrift Plan of Cooke School and Institute and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN133396691
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooke School and Institute)

Sponsor-wide plan assets over time

All Cooke School and Institute plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.804604804213994% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $24M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 235 $17M
2023 1 261 $20M
2024 1 310 $24M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Cooke School and Institute vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants 403(b) Thrift Plan of Cooke School and Institute, Total assets ($B): 0.016790551 · Participants: 235403(b) Thrift Plan of Cooke School and InstituteNorthwell 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
403(b) Thrift Plan of Cooke School and Institute vs. nearby Other plans in New York, assets vs. participants

403(b) Thrift Plan of Cooke School and Institute's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Employee Benefit Plan of Bridgeway Rehabilitation Services in NJ ($17M); by covered participants it is Boston Ballet 403(b) Retirement Plan in MA (235 participants). Same-state nearby plans are listed separately above.

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 403(b) Thrift Plan of Cooke School and Institute assets move in 2022? ▼
403(b) Thrift Plan of Cooke School and Institute pulled back noticeably - down 9.3% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Cooke School and Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooke School and Institute's sponsor-wide assets grew 42.8%, from $17M to $24M.
Which Other plans are similar in size to 403(b) Thrift Plan of Cooke School and Institute? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Bridgeway Rehabilitation Services in NJ ($17M, 462 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Cooke School and Institute? ▼
Among Other plans in other states, the closest by covered participants is Boston Ballet 403(b) Retirement Plan in MA (235 participants, $12M in assets).