Other · DOL Form 5500 · 2023
The Winifred Masterson Burke Medical Research Institute Inc Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $270,715
- Avg per participant High balance/head
Official DOL plan name: Winifred Masterson Burke Medical Research Institute 403(b) DC Plan · Sponsored by The Winifred Masterson Burke Medical Research Institute Inc · New York · Professional & Technical Services
$19M in assets, 70 participants
The Winifred Masterson Burke Medical Research Institute Inc's Winifred Masterson Burke Medical Research Institute 403(b) DC Plan reported $19M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,479 in Professional & Technical Services (20,321 peers)
The Winifred Masterson Burke Medical Research Institute Inc multi-year trail
The Winifred Masterson Burke Medical Research Institute Inc's plans moved +18.5% in assets from 2022 to 2024; this filing shows Winifred Masterson Burke Medical Research Institute 403(b) DC Plan at $19M / 70 participants.
- #14,479
- in Professional & Technical Services (20,321 peers)
- +2.1%
- assets growth YoY
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan's outsized position by total assets
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,950,082 Top 28% higher than 72% 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
Winifred Masterson Burke Medical Research Institute 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. Winifred Masterson Burke Medical Research Institute 403(b) DC Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Winifred Masterson Burke Medical Research Institute 403(b) DC Plan reported net income rose from -$3M in the plan year 2022 filing to $392K in the plan year 2023 filing.
- Winifred Masterson Burke Medical Research Institute 403(b) DC Plan reported participants fell from 74 in the plan year 2022 filing to 70 in the plan year 2023 filing.
- Winifred Masterson Burke Medical Research Institute 403(b) DC Plan end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133434924 · The Winifred Masterson Burke Medical Research Institute Inc PY 2023 · Other
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan · $19M · 70 · 72nd
- PHOTO $19M
- PHOTO 70
- PHOTO 72nd
- PHOTO Other
- PHOTO near Community Memorial Hospital Association 403(b) Plan
- PHOTO ind #14479
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 Professional & Technical Services retirement plans → · Plans in New York →
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan in the asset neighbourhood
The Winifred Masterson Burke Medical Research Institute Inc multi-year asset trail
Sponsor-wide plan assets over time
All The Winifred Masterson Burke Medical Research Institute Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 18.473566344939368% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 74 | $19M |
| 2023 | 1 | 70 | $19M |
| 2024 | 1 | 70 | $22M |
The Winifred Masterson Burke Medical Research Institute Inc filing trail (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $392K |
| Employer EIN | 133434924 |
| Plan Effective Date | 1990-08-01 |
| 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
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Community Memorial Hospital Association 403(b) Plan in MN ($19M); by covered participants it is 403(b) Thrift Plan of Jarc in MI (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Jarc (MI) 70 · 0 off
- Monell Chemical Senses Center 403(b) Defined Contribution Plan (PA) 70 · 0 off
- Blumont, Inc. 403(b) DC Plan (VA) 70 · 0 off
- Urban Corps of San Diego County 403(b) Plan (CA) 69 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.