Other · DOL Form 5500 · 2023

Susan B Anthony House, the Retirement Plan

Data updated 2026-08-25

$856K
Total assets Small plan by assets
11
Participants Small participant base
22nd
Percentile by assets National rank
$77,774
Avg per participant Below avg balance/head
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Official DOL plan name: Susan B Anthony House, the 403(b) DC Plan · Sponsored by Susan B Anthony House, the · New York · Arts, Entertainment & Recreation

$856K in assets, 11 participants

Susan B Anthony House, the's Susan B Anthony House, the 403(b) DC Plan reported $856K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,398 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Susan B Anthony House, the 403(b) DC Plan ranks #1,398 of 2,945 2023 filers by assets (3246% of the sector average)-$856K for 11 participants.

#1,398
in Arts, Entertainment & Recreation (2,945 peers)
+39.9%
assets growth YoY

Susan B Anthony House, the 403(b) DC Plan among the smaller filed plans by assets

Susan B Anthony House, the 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$855,512 22nd percentile higher than 22% of 127,068 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 2023

Susan B Anthony House, the 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan B Anthony House, the 403(b) DC Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susan B Anthony House, the 403(b) DC Plan reported net income rose from -$113K in the plan year 2022 filing to $244K in the plan year 2023 filing.
  • Susan B Anthony House, the 403(b) DC Plan reported participants rose from 7 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Susan B Anthony House, the 403(b) DC Plan end-of-year assets rose from $612K in the plan year 2022 filing to $856K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237098699 · Susan B Anthony House, the PY 2023 · Other

Susan B Anthony House, the 403(b) DC Plan · $856K · 11 · 22nd

  • EOY $856K
  • 5500 11
  • ASSETS 22nd
  • PCT Other
  • EIN near 403(b) of Ronald McDonald's House Charities of Southern Colorado, Inc
  • RANK ind #1398

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Susan B Anthony House, the 403(b) DC Plan in the asset neighbourhood

Susan B Anthony House, the 403(b) DC PlanSusan B Anthony House, the 4…$856K403(b) of Ronald McDonald's House Charities of Southern Colorado, Inc403(b) of Ronald McDonald's …$857KDrew Child Development Corporation 403(b) PlanDrew Child Development Corpo…$852KFarel Byrd, Cpa, PA Retirement Plan 986 Sugar Lane Collierville, Tn. 38017Farel Byrd, Cpa, PA Retireme…$852KAlabama Childrens Clinic PC Profit Sharing PlanAlabama Childrens Clinic PC …$850K
End-of-year total assets ($M) among Susan B Anthony House, the 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$612K
Net Assets (End of Year)$856K
Net Income$244K
Employer EIN237098699
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susan B Anthony House, the)

Sponsor-wide plan assets over time

All Susan B Anthony House, the plans reported in each filing year

Latest sponsor-wide plan assets
$1M 81.42048176812926% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.61M $1.11M ▲ +82.0%
Year Plans Participants Total Assets
2022 1 7 $612K
2023 1 11 $856K
2024 1 13 $1M

Nearby Other Plans in New York

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

Susan B Anthony House, the 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Susan B Anthony House, the 403(b) DC Plan, Total assets ($B): 0.000855512 · Participants: 11Susan B Anthony House, the 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Susan B Anthony House, the 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Susan B Anthony House, the 403(b) DC Plan side-by-side with 3 peers →

Susan B Anthony House, the 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) of Ronald McDonald's House Charities of Southern Colorado, Inc in CO ($857K); by covered participants it is Stiles Hall Tiaa-Cref Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Susan B Anthony House, the 403(b) DC Plan assets move in 2023? ▼
Susan B Anthony House, the 403(b) DC Plan surged - up 39.9% during 2023, from $612K to $856K. Reported net income was $244K.
How have Susan B Anthony House, the plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan B Anthony House, the's sponsor-wide assets grew 81.4%, from $612K to $1M.
Where does Susan B Anthony House, the 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Susan B Anthony House, the 403(b) DC Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Susan B Anthony House, the 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) of Ronald McDonald's House Charities of Southern Colorado, Inc in CO ($857K, 8 participants).
Which Other plans cover a similar participant headcount to Susan B Anthony House, the 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Stiles Hall Tiaa-Cref Retirement Plan in CA (11 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237098699.

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.