Other · DOL Form 5500 · 2023

Cooke School and Institute Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
261
Participants Below avg headcount
73rd
Percentile by assets National rank
$77,977
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan of Cooke School and Institute · Sponsored by Cooke School and Institute · New York · Other Services

$20M in assets, 261 participants

Cooke School and Institute's 403(b) Thrift Plan of Cooke School and Institute reported $20M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,698 in Other Services (7,857 peers)

Coverage in New York

403(b) Thrift Plan of Cooke School and Institute covers 261 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $20M.

#6,698
in Other Services (7,857 peers)
+21.2%
assets growth YoY

403(b) Thrift Plan of Cooke School and Institute's outsized position by total assets

403(b) Thrift Plan of Cooke School and Institute vs every filed plan by assets

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

$20,352,080 Top 27% higher than 73% 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 Cooke School and Institute 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 Cooke School and Institute sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Cooke School and Institute reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Cooke School and Institute end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Cooke School and Institute reported participants rose from 235 in the plan year 2022 filing to 261 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133396691 · Cooke School and Institute PY 2023 · Other

403(b) Thrift Plan of Cooke School and Institute · $20M · 261 · 73rd

  • EBSA $20M
  • EBSA 261
  • EBSA 73rd
  • EBSA Other
  • EBSA near Denver Academy Defined Contribution Retirement Plan
  • EBSA ind #6698

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 Other Services retirement plans → · Plans in New York →

403(b) Thrift Plan of Cooke School and Institute in the asset neighbourhood

Family Health Center 403(b) PlanFamily Health Center 403(b) …$20MFreedom House 403b Retirement PlanFreedom House 403b Retiremen…$20M403(b) Thrift Plan of Cooke School and Institute403(b) Thrift Plan of Cooke …$20MDenver Academy Defined Contribution Retirement PlanDenver Academy Defined Contr…$20MWilliam Peace University Retirement PlanWilliam Peace University Ret…$20M
End-of-year total assets ($M) among 403(b) Thrift Plan of Cooke School and Institute and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN133396691
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooke School and Institute)

Sponsor-wide plan assets over time

All Cooke School and Institute plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.804604804213994% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.8M $24M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 235 $17M
2023 1 261 $20M
2024 1 310 $24M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Cooke School and Institute vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Cooke School and Institute, Total assets ($B): 0.02035208 · Participants: 261403(b) Thrift Plan of Cooke School and InstituteNorthwell 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 Cooke School and Institute vs. nearby Other plans in New York, assets vs. participants
Compare 403(b) Thrift Plan of Cooke School and Institute side-by-side with 3 peers →

403(b) Thrift Plan of Cooke School and Institute's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Denver Academy Defined Contribution Retirement Plan in CO ($20M); by covered participants it is Skirball Cultural Center Defined Contribution Retirement Plan in CA (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Cooke School and Institute assets move in 2023? ▼
403(b) Thrift Plan of Cooke School and Institute grew sharply - up 21.2% during 2023, from $17M to $20M. Reported net income was $4M.
How have Cooke School and Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooke School and Institute's sponsor-wide assets grew 42.8%, from $17M to $24M.
Which Other plans are similar in size to 403(b) Thrift Plan of Cooke School and Institute? ▼
Among Other plans in other states, the closest by assets is Denver Academy Defined Contribution Retirement Plan in CO ($20M, 161 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Cooke School and Institute? ▼
Among Other plans in other states, the closest by covered participants is Skirball Cultural Center Defined Contribution Retirement Plan in CA (261 participants, $11M 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 133396691.

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.