Other · DOL Form 5500 · 2023

The Stony Brook School Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
162
Participants Small participant base
75th
Percentile by assets National rank
$145,427
Avg per participant Above avg balance/head
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Official DOL plan name: The Stony Brook School Defined Contribution Plan · Sponsored by The Stony Brook School · New York · Educational Services

$24M in assets, 162 participants

The Stony Brook School's The Stony Brook School Defined Contribution Plan reported $24M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,219 in Educational Services (3,735 peers)

Coverage in New York

The Stony Brook School Defined Contribution Plan covers 162 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $24M.

#2,219
in Educational Services (3,735 peers)
+11.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Stony Brook School Defined Contribution Plan's outsized position by total assets

The Stony Brook School Defined Contribution Plan vs every filed plan by assets

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

$23,559,232 Top 25% higher than 75% 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

The Stony Brook School Defined Contribution Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stony Brook School Defined Contribution Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Stony Brook School Defined Contribution Plan reported net income rose from -$194K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Stony Brook School Defined Contribution Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • The Stony Brook School Defined Contribution Plan reported participants fell from 171 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 116112414 · The Stony Brook School PY 2023 · Other

The Stony Brook School Defined Contribution Plan · $24M · 162 · 75th

  • RANK $24M
  • RANK 162
  • RANK 75th
  • RANK Other
  • RANK near Ums-Wright Preparatory School 403(b) Plan
  • RANK ind #2219

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 Educational Services retirement plans → · Plans in New York →

The Stony Brook School Defined Contribution Plan in the asset neighbourhood

Salem Academy and College Faculty Defined Contribution Retirement PlanSalem Academy and College Fa…$24MThe Stony Brook School Defined Contribution PlanThe Stony Brook School Defin…$24MUms-Wright Preparatory School 403(b) PlanUms-Wright Preparatory Schoo…$24MRetirement Plan for Chowan UniversityRetirement Plan for Chowan U…$24MAmerican Association of Colleges of Nursing Defined Contribution PlanAmerican Association of Coll…$24M
End-of-year total assets ($M) among The Stony Brook School Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN116112414
Plan Effective Date1951-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Stony Brook School)

Sponsor-wide plan assets over time

All The Stony Brook School plans reported in each filing year

Latest sponsor-wide plan assets
$26M 22.371053201775553% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $26M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 171 $21M
2023 1 162 $24M
2024 1 172 $26M

Nearby Other Plans in New York

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

The Stony Brook School Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Stony Brook School Defined Contribution Plan, Total assets ($B): 0.023559232 · Participants: 162The Stony Brook School Defined Contribution 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
The Stony Brook School Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Stony Brook School Defined Contribution Plan side-by-side with 3 peers →

The Stony Brook School Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Ums-Wright Preparatory School 403(b) Plan in AL ($24M); by covered participants it is Avila University DC Retirement Plan in MO (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 The Stony Brook School Defined Contribution Plan assets move in 2023? ▼
The Stony Brook School Defined Contribution Plan grew at a solid clip - up 11.1% during 2023, from $21M to $24M. Reported net income was $2M.
How have The Stony Brook School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stony Brook School's sponsor-wide assets grew 22.4%, from $21M to $26M.
Where does The Stony Brook School Defined Contribution Plan rank by assets among Form 5500 filers? ▼
The Stony Brook School Defined Contribution Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Stony Brook School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Ums-Wright Preparatory School 403(b) Plan in AL ($24M, 176 participants).
Which Other plans cover a similar participant headcount to The Stony Brook School Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Avila University DC Retirement Plan in MO (162 participants, $33M 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 116112414.

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.