Other · DOL Form 5500 · 2022

Sponsors for Educational Opportunity Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
207
Participants Below avg headcount
70th
Percentile by assets National rank
$62,243
Avg per participant Low balance/head
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Official DOL plan name: Sponsors for Educational Opportunity 403(b) Plan · Sponsored by Sponsors for Educational Opportunity · New York · Other Services

$13M in assets, 207 participants

Sponsors for Educational Opportunity's Sponsors for Educational Opportunity 403(b) Plan reported $13M in total assets and 207 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,946 in Other Services (8,398 peers)

Coverage in New York

Sponsors for Educational Opportunity 403(b) Plan covers 207 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $13M.

#6,946
in Other Services (8,398 peers)
-5.3%
assets change YoY

The plan reported a net loss of $721K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sponsors for Educational Opportunity 403(b) Plan's outsized position by total assets

Sponsors for Educational Opportunity 403(b) Plan vs every filed plan by assets

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

$12,884,234 Top 30% higher than 70% 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

Sponsors for Educational Opportunity 403(b) Plan 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. Sponsors for Educational Opportunity 403(b) Plan sits mid-pack in the medium band (207 participants).

EBSA filing schedule strip

Filing strip 132578670 · Sponsors for Educational Opportunity PY 2022 · Other

Sponsors for Educational Opportunity 403(b) Plan · $13M · 207 · 70th

  • EOY $13M
  • EOY 207
  • EOY 70th
  • EOY Other
  • EOY near Georgia Legal Services Program Management Retirement Plan
  • EOY ind #6946

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 →

Sponsors for Educational Opportunity 403(b) Plan in the asset neighbourhood

Georgia Legal Services Program Management Retirement PlanGeorgia Legal Services Progr…$13MSponsors for Educational Opportunity 403(b) PlanSponsors for Educational Opp…$13MSummitstone Health Partners 403(b) Retirement PlanSummitstone Health Partners …$13MSan Francisco Aids Foundation 403(b) PlanSan Francisco Aids Foundatio…$13MChristian Care Management, Inc. 403(b) PlanChristian Care Management, I…$13M
End-of-year total assets ($M) among Sponsors for Educational Opportunity 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$721K
Employer EIN132578670
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sponsors for Educational Opportunity)

Sponsor-wide plan assets over time

All Sponsors for Educational Opportunity plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.94307244031737% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $19.6M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 207 $13M
2023 1 253 $16M
2024 1 281 $20M

Nearby Other Plans in New York

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

Sponsors for Educational Opportunity 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Sponsors for Educational Opportunity 403(b) Plan, Total assets ($B): 0.012884234 · Participants: 207Sponsors for Educational Opportunity 403(b) PlanNorthwell 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
Sponsors for Educational Opportunity 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Sponsors for Educational Opportunity 403(b) Plan side-by-side with 3 peers →

Sponsors for Educational Opportunity 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Georgia Legal Services Program Management Retirement Plan in GA ($13M); by covered participants it is Pleasant View Retirement Community 403(b) Plan in PA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

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 Sponsors for Educational Opportunity 403(b) Plan assets move in 2022? ▼
Sponsors for Educational Opportunity 403(b) Plan pulled back noticeably - down 5.3% during 2022, from $14M to $13M. Reported net income was -$721K.
How have Sponsors for Educational Opportunity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sponsors for Educational Opportunity's sponsor-wide assets grew 51.9%, from $13M to $20M.
Which Other plans are similar in size to Sponsors for Educational Opportunity 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Georgia Legal Services Program Management Retirement Plan in GA ($13M, 105 participants).
Which Other plans cover a similar participant headcount to Sponsors for Educational Opportunity 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Pleasant View Retirement Community 403(b) Plan in PA (207 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132578670.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.