Other · DOL Form 5500 · 2022
The Winifred Masterson Burke Medical Research Institute Inc Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 74
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $250,786
- Avg per participant Above avg balance/head
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.
- #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.
- #16,433
- in Professional & Technical Services (21,562 peers)
- -13.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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's outsized position by total assets
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,558,160 Top 24% higher than 76% 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
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winifred Masterson Burke Medical Research Institute 403(b) DC Plan is a small filing (74 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 133434924 · The Winifred Masterson Burke Medical Research Institute Inc PY 2022 · Other
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan · $19M · 74 · 76th
- RANK $19M
- PHOTO 74
- IND 76th
- EOY Other
- 5500 near Council for Advancement and Support of Education Tax Deferred Annuity Plan
- ASSETS ind #16433
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 Professional & Technical Services retirement plans → · Plans in New York →
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 133434924 |
| Plan Effective Date | 1990-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Winifred Masterson Burke Medical Research Institute Inc)
Sponsor-wide plan assets over time
All The Winifred Masterson Burke Medical Research Institute Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 18.473566344939368% vs 2022
- 2024 filing year
| 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.
- 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
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Council for Advancement and Support of Education Tax Deferred Annuity Plan in DC ($19M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (74 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.
- Hillbrook School Defined Contribution Retirement Plan (CA) 74 · 0 off
- Chapel Hill - Chauncy Hall School 403(b) Plan (MA) 74 · 0 off
- Fraunhofer USA 403(b) Plan (MI) 74 · 0 off
- Whscda, Inc. 403(b) Plan (RI) 74 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.