401(k) · DOL Form 5500 · 2023

Stony Brook Business Ventures, LLC 401(k) Plan

Data updated 2026-08-11

$72M
Total assets: 1,006
Participants: 89th
Percentile by assets: $71,513
Avg per participant

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.

89th percentile by assets (of 127,072 plans)
#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.

$72M
total plan assets (2023 EOY): 1,006
covered participants: 89th
percentile by assets (of 127,072 plans): $71,513
avg assets per participant

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 →

State

New York

Industry

Healthcare & Social Assistance

Stony Brook Business Ventures, LLC 401(k) Plan vs the 2023 asset distribution

By assets, Stony Brook Business Ventures, LLC 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$56M
Net Assets (End of Year)	$72M
Net Income	$16M
Employer EIN	273466435
Plan Effective Date	2011-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stony Brook Business Ventures, LLC)

Total plan assets by year, all Stony Brook Business Ventures, LLC plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Stony Brook Business Ventures, LLC 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stony Brook Business Ventures, LLC 401(k) Plan by total assets, not by location.

Kwri 401(k) Plan (TX) $72M · 979
Tnt 401(k) Plan (AL) $72M · 364
Terrapower, LLC 401(k) Plan (WA) $72M · 406
Tuv Sud America, Inc. 401(k) Savings Plan (MA) $72M · 541

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).

Next read for Stony Brook Business Ventures, LLC 401(k…

Scale reading

Ways to act on Stony Brook Business Ventures, LLC 401(k) Plan's numbers.

By total assets, Stony Brook Business Ventures, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Stony Brook Business Ventures, LLC's sponsor-wide assets have grown 50.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.