Other · DOL Form 5500 · 2023
Westbury Friends School Retirement Plan
Data updated 2026-08-25
- $66K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $33,000
- Avg per participant Low balance/head
Official DOL plan name: Westbury Friends School 403(b) Tda Plan 367056 · Sponsored by Westbury Friends School · New York · Educational Services
$66K in assets, 2 participants
Westbury Friends School's Westbury Friends School 403(b) Tda Plan 367056 reported $66K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #138 in Educational Services (3,735 peers)
Westbury Friends School multi-year trail
Westbury Friends School's plans moved -37.3% in assets from 2022 to 2024; this filing shows Westbury Friends School 403(b) Tda Plan 367056 at $66K / 2 participants.
- #138
- in Educational Services (3,735 peers)
- -46.0%
- assets change YoY
The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westbury Friends School 403(b) Tda Plan 367056 among the smaller filed plans by assets
Westbury Friends School 403(b) Tda Plan 367056 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,000 5th percentile higher than 5% 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
Westbury Friends School 403(b) Tda Plan 367056 among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westbury Friends School 403(b) Tda Plan 367056 is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Westbury Friends School 403(b) Tda Plan 367056 reported net income fell from -$676 in the plan year 2022 filing to -$56K in the plan year 2023 filing.
- Westbury Friends School 403(b) Tda Plan 367056 end-of-year assets fell from $122K in the plan year 2022 filing to $66K in the plan year 2023 filing.
- Westbury Friends School 403(b) Tda Plan 367056 reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
DOL schedule card
Filing strip 111847129 · Westbury Friends School PY 2023 · Other
Westbury Friends School 403(b) Tda Plan 367056 · $66K · 2 · 5th
- ASSETS $66K
- ASSETS 2
- ASSETS 5th
- ASSETS Other
- ASSETS near Ncta Education Foundation, Inc Tax Deferred Annuity Plan
- ASSETS ind #138
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 →
Westbury Friends School 403(b) Tda Plan 367056 in the asset neighbourhood
Westbury Friends School multi-year asset trail
Sponsor-wide plan assets over time
All Westbury Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 37.30291413689728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $2M |
| 2023 | 2 | 10 | $1M |
| 2024 | 2 | 8 | $1M |
Westbury Friends School filing trail (2023)
| Total Assets (Beginning of Year) | $122K |
|---|---|
| Net Assets (End of Year) | $66K |
| Net Income | -$56K |
| Employer EIN | 111847129 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
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
Westbury Friends School 403(b) Tda Plan 367056's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ncta Education Foundation, Inc Tax Deferred Annuity Plan in DC ($67K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66K here).
- Ncta Education Foundation, Inc Tax Deferred Annuity Plan (DC) $67K · 2
- Community Action Resource and Development, Inc. (OK) $68K · 3
- Good of All (DC) $69K · 4
- David Heller Keogh (NJ) $69K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.