Other · DOL Form 5500 · 2022
The Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $39,200
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo · Sponsored by The Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo · New York · Healthcare & Social Assistance
$4M in assets, 108 participants
The Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo's 403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo reported $4M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #10,495 in Healthcare & Social Assistance (20,060 peers)
Coverage in New York
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #10,495
- in Healthcare & Social Assistance (20,060 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,233,571 47th percentile higher than 47% 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
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo 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 the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo sits mid-pack in the medium band (108 participants).
Plan-year Form 5500 strip
Filing strip 237129499 · The Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo PY 2022 · Other
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo · $4M · 108 · 47th
- EOY $4M
- 5500 108
- ASSETS 47th
- PCT Other
- EIN near 403(b) Thrift Plan for Employees of Coastal Hospice
- RANK ind #10495
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$223K |
| Employer EIN | 237129499 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo)
Sponsor-wide plan assets over time
All The Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.60598251452497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $4M |
| 2023 | 1 | 79 | $5M |
| 2024 | 1 | 81 | $6M |
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
403(b) Thrift Plan of the Carter Burden Center for the Aging, Inc. D/B/a Carter Burden Netwo's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan for Employees of Coastal Hospice in MD ($4M); by covered participants it is Rumsey Hall School 403(b) DC Plan in CT (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Rumsey Hall School 403(b) DC Plan (CT) 108 · 0 off
- The Emery Weiner School Tax 403(b) Plan (TX) 108 · 0 off
- Holy Trinity Nursing & Rehab Center 403b Plan (MA) 108 · 0 off
- Discovery Place, Inc. Retirement Savings Plan (NC) 108 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.