Other · DOL Form 5500 · 2023
Peconic Landing at Southold, Inc. Retirement Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 303
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $35,045
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Peconic Landing at Southold, Inc. · Sponsored by Peconic Landing at Southold, Inc. · New York · Healthcare & Social Assistance
$11M in assets, 303 participants
Peconic Landing at Southold, Inc.'s 403(b) Thrift Plan of Peconic Landing at Southold, Inc. reported $11M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,568 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
403(b) Thrift Plan of Peconic Landing at Southold, Inc. covers 303 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $11M.
- #11,568
- in Healthcare & Social Assistance (17,684 peers)
- +14.8%
- assets growth YoY
403(b) Thrift Plan of Peconic Landing at Southold, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Peconic Landing at Southold, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,618,562 Top 40% higher than 60% 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
403(b) Thrift Plan of Peconic Landing at Southold, Inc. among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Peconic Landing at Southold, Inc. sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Peconic Landing at Southold, Inc. reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- 403(b) Thrift Plan of Peconic Landing at Southold, Inc. end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- 403(b) Thrift Plan of Peconic Landing at Southold, Inc. reported participants rose from 291 in the plan year 2022 filing to 303 in the plan year 2023 filing.
DOL schedule card
Filing strip 113277669 · Peconic Landing at Southold, Inc. PY 2023 · Other
403(b) Thrift Plan of Peconic Landing at Southold, Inc. · $11M · 303 · 60th
- PCT $11M
- EIN 303
- RANK 60th
- PHOTO Other
- IND near Marc Development Centers DC Retirement Plan
- EOY ind #11568
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 →
403(b) Thrift Plan of Peconic Landing at Southold, Inc. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 113277669 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peconic Landing at Southold, Inc.)
Sponsor-wide plan assets over time
All Peconic Landing at Southold, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 32.862406561147594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 291 | $9M |
| 2023 | 1 | 303 | $11M |
| 2024 | 1 | 315 | $12M |
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
403(b) Thrift Plan of Peconic Landing at Southold, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Marc Development Centers DC Retirement Plan in WI ($11M); by covered participants it is Codman Square Health Center 403(b) Pension Plan in MA (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
- Codman Square Health Center 403(b) Pension Plan (MA) 303 · 0 off
- Welcome House Inc. 403b Plan (OH) 303 · 0 off
- St. Marks School of Texas Matching Plan (TX) 303 · 0 off
- The Mary Wade Home, Inc. 403(b) Savings Plan (CT) 303 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.