401(k) · DOL Form 5500 · 2023

Stony Brook Business Ventures, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,006
Participants Near avg headcount
89th
Percentile by assets National rank
$71,513
Avg per participant Below avg balance/head
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Official DOL plan name: Stony Brook Business Ventures, LLC 401(k) Plan · Sponsored by Stony Brook Business Ventures, LLC · New York · Healthcare & Social Assistance

$72M in assets, 1,006 participants

Stony Brook Business Ventures, LLC's Stony Brook Business Ventures, LLC 401(k) Plan reported $72M in total assets and 1,006 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,001 in Healthcare & Social Assistance (17,684 peers)

Where Stony Brook Business Ventures, LLC 401(k) Plan sits by assets

Stony Brook Business Ventures, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 1,006 participants (~$71,513/participant), up 29.4% in 2023.

#16,001
in Healthcare & Social Assistance (17,684 peers)
+29.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Stony Brook Business Ventures, LLC 401(k) Plan's outsized position by total assets

Stony Brook Business Ventures, LLC 401(k) Plan vs every filed plan by assets

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

$71,941,632 Top 11% higher than 89% 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

Stony Brook Business Ventures, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stony Brook Business Ventures, LLC 401(k) Plan lands in the large band (1,006 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stony Brook Business Ventures, LLC 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Stony Brook Business Ventures, LLC 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Stony Brook Business Ventures, LLC 401(k) Plan reported participants rose from 878 in the plan year 2022 filing to 1,006 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273466435 · Stony Brook Business Ventures, LLC PY 2023 · 401(k)

Stony Brook Business Ventures, LLC 401(k) Plan · $72M · 1,006 · 89th

  • 5500 $72M
  • 5500 1,006
  • 5500 89th
  • 5500 401(k)
  • 5500 near Kwri 401(k) Plan
  • 5500 ind #16001

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Stony Brook Business Ventures, LLC 401(k) Plan in the asset neighbourhood

Stony Brook Business Ventures, LLC 401(k) PlanStony Brook Business Venture…$72MKwri 401(k) Plan$72MTnt 401(k) Plan$72MTerrapower, LLC 401(k) Plan$72MTuv Sud America, Inc. 401(k) Savings PlanTuv Sud America, Inc. 401(k)…$72M
End-of-year total assets ($M) among Stony Brook Business Ventures, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$72M
Net Income$16M
Employer EIN273466435
Plan Effective Date2011-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stony Brook Business Ventures, LLC)

Sponsor-wide plan assets over time

All Stony Brook Business Ventures, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$83M 49.986704269604246% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $55.6M $83.4M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 878 $56M
2023 1 1,006 $72M
2024 1 1,313 $83M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stony Brook Business Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Stony Brook Business Ventures, LLC 401(k) Plan, Total assets ($B): 0.071941632 · Participants: 1006Stony Brook Business Ventures, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Stony Brook Business Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Stony Brook Business Ventures, LLC 401(k) Plan side-by-side with 3 peers →

Stony Brook Business Ventures, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kwri 401(k) Plan in TX ($72M); by covered participants it is My Choice Wisconsin 401(k) Plan in WI (1,006 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,006 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 Stony Brook Business Ventures, LLC 401(k) Plan assets move in 2023? ▼
Stony Brook Business Ventures, LLC 401(k) Plan grew sharply - up 29.4% during 2023, from $56M to $72M. Reported net income was $16M.
How have Stony Brook Business Ventures, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stony Brook Business Ventures, LLC's sponsor-wide assets grew 50.0%, from $56M to $83M.
Where does Stony Brook Business Ventures, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Stony Brook Business Ventures, LLC 401(k) Plan ranks in the 89th 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 401(k) plans are similar in size to Stony Brook Business Ventures, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kwri 401(k) Plan in TX ($72M, 979 participants).
Which 401(k) plans cover a similar participant headcount to Stony Brook Business Ventures, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is My Choice Wisconsin 401(k) Plan in WI (1,006 participants, N/A 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 273466435.

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.