Other · DOL Form 5500 · 2022

The Winifred Masterson Burke Medical Research Institute Inc Retirement Plan

Data updated 2026-08-11

$19M
Total assets
74
Participants
76th
Percentile by assets
$250,786
Avg per participant
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Official DOL plan name: Winifred Masterson Burke Medical Research Institute 403(b) DC Plan · Sponsored by The Winifred Masterson Burke Medical Research Institute Inc · New York · Professional & Technical Services

$19M in assets, 74 participants

The Winifred Masterson Burke Medical Research Institute Inc's Winifred Masterson Burke Medical Research Institute 403(b) DC Plan reported $19M in total assets and 74 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #16,433 in Professional & Technical Services (21,562 peers)

Where Winifred Masterson Burke Medical Research Institute 403(b) DC Plan sits by assets

Winifred Masterson Burke Medical Research Institute 403(b) DC Plan sits in the top quartile of all filed plans by assets, $19M for 74 participants (~$250,786/participant), down 13.2% in 2022.

$19M
total plan assets (2022 EOY)
74
covered participants
76th
percentile by assets (of 139,126 plans)
$250,786
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs the 2022 asset distribution

By assets, Winifred Masterson Burke Medical Research Institute 403(b) DC Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN133434924
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Winifred Masterson Burke Medical Research Institute Inc)

$18M$20M$22M$24M 202220232024 $18.6M $22M ▲ +18.5%
Total plan assets by year, all The Winifred Masterson Burke Medical Research Institute Inc plans on file
Year Plans Participants Total Assets
2022 1 74 $19M
2023 1 70 $19M
2024 1 70 $22M

Nearby Other Plans in New York

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

Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

Winifred Masterson Burke Medical Research Institute 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 Winifred Masterson B…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Winifred Masterson Burke Medical Research Institute 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Winifred Masterson Burke Medical Research Institute 403(b) DC Plan assets move in 2022?
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan pulled back noticeably - down 13.2% during 2022, from $21M to $19M. Reported net income was -$3M.
How have The Winifred Masterson Burke Medical Research Institute Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), The Winifred Masterson Burke Medical Research Institute Inc's sponsor-wide assets grew 18.5%, from $19M to $22M.
Where does Winifred Masterson Burke Medical Research Institute 403(b) DC Plan rank by assets among Form 5500 filers?
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan ranks in the 76th 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 Winifred Masterson Burke Medical Research Institute 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Council for Advancement and Support of Education Tax Deferred Annuity Plan in DC ($19M, 74 participants).

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