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
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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

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

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.

See the national 2022→2023 release diff →

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

Community Support Services, Inc. Defined Contribution PlanCommunity Support Services, …$19MThe Community Action Commission of Santa Barbara County 403(b) PlanThe Community Action Commiss…$19MWinifred Masterson Burke Medical Research Institute 403(b) DC PlanWinifred Masterson Burke Med…$19MCommunity Memorial Hospital Association 403(b) PlanCommunity Memorial Hospital …$19MLifeserve Retirement Plan$19M
End-of-year total assets ($M) among Winifred Masterson Burke Medical Research Institute 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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
$18M$20M$22M$24M 202220232024 $18.6M $22M ▲ +18.5%
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 EIN133434924
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Winifred Masterson Burke Medical Research Institute 403(b) DC Plan, Total assets ($B): 0.018950082 · Participants: 70Winifred Masterson Burke Medical Research Institute 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
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Winifred Masterson Burke Medical Research Institute 403(b) DC Plan assets move in 2023?
Winifred Masterson Burke Medical Research Institute 403(b) DC Plan edged up modestly - up 2.1% during 2023, from $19M to $19M. Reported net income was $392K.
How have The Winifred Masterson Burke Medical Research Institute Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), The Winifred Masterson Burke Medical Research Institute Inc's sponsor-wide assets grew 18.5%, from $19M to $22M.
Which Other plans are similar in size to Winifred Masterson Burke Medical Research Institute 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Community Memorial Hospital Association 403(b) Plan in MN ($19M, 466 participants).
Which Other plans cover a similar participant headcount to Winifred Masterson Burke Medical Research Institute 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan of Jarc in MI (70 participants, $2M in assets).