Other · DOL Form 5500 · 2023

Munson Williams Proctor Institute Retirement Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
108
Participants Small participant base
73rd
Percentile by assets National rank
$185,315
Avg per participant Above avg balance/head
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Official DOL plan name: Munson Williams Proctor Institute Defined Contribution Retirement Plan · Sponsored by Munson Williams Proctor Institute · New York · Arts, Entertainment & Recreation

$20M in assets, 108 participants

Munson Williams Proctor Institute's Munson Williams Proctor Institute Defined Contribution Retirement Plan reported $20M in total assets and 108 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.

  • #2,459 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Munson Williams Proctor Institute Defined Contribution Retirement Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $20M.

#2,459
in Arts, Entertainment & Recreation (2,945 peers)
+12.1%
assets growth YoY

Munson Williams Proctor Institute Defined Contribution Retirement Plan's outsized position by total assets

Munson Williams Proctor Institute Defined Contribution Retirement Plan vs every filed plan by assets

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

$20,013,970 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

Munson Williams Proctor Institute Defined Contribution Retirement Plan 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. Munson Williams Proctor Institute Defined Contribution Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Munson Williams Proctor Institute Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Munson Williams Proctor Institute Defined Contribution Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Munson Williams Proctor Institute Defined Contribution Retirement Plan reported participants fell from 111 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 150532214 · Munson Williams Proctor Institute PY 2023 · Other

Munson Williams Proctor Institute Defined Contribution Retirement Plan · $20M · 108 · 73rd

  • NET $20M
  • NET 108
  • NET 73rd
  • NET Other
  • NET near Solebury School Defined Contribution and Tda Plan
  • NET ind #2459

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Munson Williams Proctor Institute Defined Contribution Retirement Plan in the asset neighbourhood

Moorestown Visiting Nurse Association Contributory Tax Shelter Annuity PlanMoorestown Visiting Nurse As…$20MSolebury School Defined Contribution and Tda PlanSolebury School Defined Cont…$20MProvidence Academy Defined Contribution Retirement PlanProvidence Academy Defined C…$20MMunson Williams Proctor Institute Defined Contribution Retirement PlanMunson Williams Proctor Inst…$20MMuscular Dystrophy Association, Inc. Savings PlanMuscular Dystrophy Associati…$20M
End-of-year total assets ($M) among Munson Williams Proctor Institute Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN150532214
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Munson Williams Proctor Institute)

Sponsor-wide plan assets over time

All Munson Williams Proctor Institute plans reported in each filing year

Latest sponsor-wide plan assets
$22M 23.67637085137691% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.9M $22.1M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 111 $18M
2023 1 108 $20M
2024 1 103 $22M

Nearby Other Plans in New York

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

Munson Williams Proctor Institute Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Munson Williams Proctor Institute Defined Contribution Retirement Plan, Total assets ($B): 0.02001397 · Participants: 108Munson Williams Proctor Institute Defined Contribution Retirement PlanNorthwell 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
Munson Williams Proctor Institute Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Munson Williams Proctor Institute Defined Contribution Retirement Plan side-by-side with 3 peers →

Munson Williams Proctor Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Solebury School Defined Contribution and Tda Plan in PA ($20M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Munson Williams Proctor Institute Defined Contribution Retirement Plan assets move in 2023? ▼
Munson Williams Proctor Institute Defined Contribution Retirement Plan grew at a solid clip - up 12.1% during 2023, from $18M to $20M. Reported net income was $2M.
How have Munson Williams Proctor Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Munson Williams Proctor Institute's sponsor-wide assets grew 23.7%, from $18M to $22M.
Which Other plans are similar in size to Munson Williams Proctor Institute Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Solebury School Defined Contribution and Tda Plan in PA ($20M, 103 participants).
Which Other plans cover a similar participant headcount to Munson Williams Proctor Institute Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Buffalo Bill Historical Center Tda in WY (108 participants, $4M 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 150532214.

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.