Other · DOL Form 5500 · 2023

Carter Burden Network, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
79
Participants Small participant base
45th
Percentile by assets National rank
$64,673
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Carter Burden Network, Inc. · Sponsored by Carter Burden Network, Inc. · New York · Healthcare & Social Assistance

$5M in assets, 79 participants

Carter Burden Network, Inc.'s 403(b) Thrift Plan of Carter Burden Network, Inc. reported $5M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,635 in Healthcare & Social Assistance (17,684 peers)

Carter Burden Network, Inc. multi-year trail

Carter Burden Network, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Carter Burden Network, Inc. at $5M / 79 participants.

#8,635
in Healthcare & Social Assistance (17,684 peers)
+20.2%
assets growth YoY

403(b) Thrift Plan of Carter Burden Network, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Carter Burden Network, Inc. vs every filed plan by assets

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

$5,109,153 45th percentile higher than 45% 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

403(b) Thrift Plan of Carter Burden Network, Inc. among smaller 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 Carter Burden Network, Inc. is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Carter Burden Network, Inc. reported net income rose from -$223K in the plan year 2022 filing to $859K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Carter Burden Network, Inc. reported participants fell from 108 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Carter Burden Network, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237129499 · Carter Burden Network, Inc. PY 2023 · Other

403(b) Thrift Plan of Carter Burden Network, Inc. · $5M · 79 · 45th

  • IND $5M
  • IND 79
  • IND 45th
  • IND Other
  • IND near 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc.
  • IND ind #8635

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 Carter Burden Network, Inc. in the asset neighbourhood

Illinois Assistive Technology Program 403(b) PlanIllinois Assistive Technolog…$5M403(b) Thrift Plan of Carter Burden Network, Inc.403(b) Thrift Plan of Carter…$5M403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc.403b Thrift Plan for the Goo…$5MBottom Line 403(b) Plan$5MCalifornia Science Center Foundation Defined Contribution Retirement PlanCalifornia Science Center Fo…$5M
End-of-year total assets ($M) among 403(b) Thrift Plan of Carter Burden Network, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Carter Burden Network, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carter Burden Network, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.60598251452497% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.23M $5.53M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 79 $5M
2024 1 81 $6M

Carter Burden Network, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$859K
Employer EIN237129499
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

403(b) Thrift Plan of Carter Burden Network, Inc. vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Carter Burden Network, Inc., Total assets ($B): 0.005109153 · Participants: 79403(b) Thrift Plan of Carter Burden Network, Inc.Northwell 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
403(b) Thrift Plan of Carter Burden Network, Inc. vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Carter Burden Network, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Carter Burden Network, Inc.'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH ($5M); by covered participants it is The Chandler School DC Retirement Plan in CA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 403(b) Thrift Plan of Carter Burden Network, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Carter Burden Network, Inc. grew sharply - up 20.2% during 2023, from $4M to $5M. Reported net income was $859K.
How have Carter Burden Network, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Burden Network, Inc.'s sponsor-wide assets grew 30.6%, from $4M to $6M.
Which Other plans are similar in size to 403(b) Thrift Plan of Carter Burden Network, Inc.? ▼
Among Other plans in other states, the closest by assets is 403b Thrift Plan for the Goodwill Industries of Akron, Ohio, Inc. in OH ($5M, 599 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Carter Burden Network, Inc.? ▼
Among Other plans in other states, the closest by covered participants is The Chandler School DC Retirement Plan in CA (79 participants, $19M 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 237129499.

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.