Other · DOL Form 5500 · 2023
Millbrook School Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $219,005
- Avg per participant Above avg balance/head
Official DOL plan name: Millbrook School Defined Contribution Retirement 403(b) Plan · Sponsored by Millbrook School · New York · Educational Services
$32M in assets, 146 participants
Millbrook School's Millbrook School Defined Contribution Retirement 403(b) Plan reported $32M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #2,451 in Educational Services (3,735 peers)
Coverage in New York
Millbrook School Defined Contribution Retirement 403(b) Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $32M.
- #2,451
- in Educational Services (3,735 peers)
- +16.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Millbrook School Defined Contribution Retirement 403(b) Plan's outsized position by total assets
Millbrook School Defined Contribution Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,974,672 Top 20% higher than 80% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Millbrook School Defined Contribution Retirement 403(b) 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. Millbrook School Defined Contribution Retirement 403(b) Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Millbrook School Defined Contribution Retirement 403(b) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Millbrook School Defined Contribution Retirement 403(b) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Millbrook School Defined Contribution Retirement 403(b) Plan reported participants rose from 131 in the plan year 2022 filing to 146 in the plan year 2023 filing.
DOL schedule card
Filing strip 141413770 · Millbrook School PY 2023 · Other
Millbrook School Defined Contribution Retirement 403(b) Plan · $32M · 146 · 80th
- SCH $32M
- SCH 146
- SCH 80th
- SCH Other
- SCH near Clinica Family Health 403(b) Plan
- SCH ind #2451
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 →
Millbrook School Defined Contribution Retirement 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $5M |
| Employer EIN | 141413770 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Millbrook School)
Sponsor-wide plan assets over time
All Millbrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 22.823455605027945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $27M |
| 2023 | 1 | 146 | $32M |
| 2024 | 1 | 146 | $34M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Millbrook School Defined Contribution Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Clinica Family Health 403(b) Plan in CO ($32M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 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.