Other · DOL Form 5500 · 2023

Sponsors for Educational Opportunity Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
253
Participants Below avg headcount
68th
Percentile by assets National rank
$62,235
Avg per participant Low balance/head
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Official DOL plan name: Sponsors for Educational Opportunity 403(b) Plan · Sponsored by Sponsors for Educational Opportunity · New York · Other Services

$16M in assets, 253 participants

Sponsors for Educational Opportunity's Sponsors for Educational Opportunity 403(b) Plan reported $16M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,461 in Other Services (7,857 peers)

Coverage in New York

Sponsors for Educational Opportunity 403(b) Plan covers 253 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $16M.

#6,461
in Other Services (7,857 peers)
+22.2%
assets growth YoY

Sponsors for Educational Opportunity 403(b) Plan's outsized position by total assets

Sponsors for Educational Opportunity 403(b) Plan vs every filed plan by assets

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

$15,745,449 Top 32% higher than 68% 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

Sponsors for Educational Opportunity 403(b) 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. Sponsors for Educational Opportunity 403(b) Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sponsors for Educational Opportunity 403(b) Plan reported net income rose from -$721K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sponsors for Educational Opportunity 403(b) Plan reported participants rose from 207 in the plan year 2022 filing to 253 in the plan year 2023 filing.
  • Sponsors for Educational Opportunity 403(b) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132578670 · Sponsors for Educational Opportunity PY 2023 · Other

Sponsors for Educational Opportunity 403(b) Plan · $16M · 253 · 68th

  • ASSETS $16M
  • PCT 253
  • EIN 68th
  • RANK Other
  • PHOTO near National Association of Secondary School Principals Section 403(b) Plan
  • IND ind #6461

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 →

Sponsors for Educational Opportunity 403(b) Plan in the asset neighbourhood

United Way of Greater Atlanta 403(b) PlanUnited Way of Greater Atlant…$16MNational Association of Secondary School Principals Section 403(b) PlanNational Association of Seco…$16MSponsors for Educational Opportunity 403(b) PlanSponsors for Educational Opp…$16MUniversity Corporation for Advanced Internet Development Tda PlanUniversity Corporation for A…$16MLifestream Behavioral Center, Inc. Employee Pension PlanLifestream Behavioral Center…$16M
End-of-year total assets ($M) among Sponsors for Educational Opportunity 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN132578670
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sponsors for Educational Opportunity)

Sponsor-wide plan assets over time

All Sponsors for Educational Opportunity plans reported in each filing year

Latest sponsor-wide plan assets
$20M 51.94307244031737% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $19.6M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 207 $13M
2023 1 253 $16M
2024 1 281 $20M

Nearby Other Plans in New York

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

Sponsors for Educational Opportunity 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Sponsors for Educational Opportunity 403(b) Plan, Total assets ($B): 0.015745449 · Participants: 253Sponsors for Educational Opportunity 403(b) 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
Sponsors for Educational Opportunity 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Sponsors for Educational Opportunity 403(b) Plan side-by-side with 3 peers →

Sponsors for Educational Opportunity 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is National Association of Secondary School Principals Section 403(b) Plan in VA ($16M); by covered participants it is Asbury University DC Retirement Plan in KY (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Sponsors for Educational Opportunity 403(b) Plan assets move in 2023? ▼
Sponsors for Educational Opportunity 403(b) Plan grew sharply - up 22.2% during 2023, from $13M to $16M. Reported net income was $3M.
How have Sponsors for Educational Opportunity plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sponsors for Educational Opportunity's sponsor-wide assets grew 51.9%, from $13M to $20M.
Which Other plans are similar in size to Sponsors for Educational Opportunity 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is National Association of Secondary School Principals Section 403(b) Plan in VA ($16M, 60 participants).
Which Other plans cover a similar participant headcount to Sponsors for Educational Opportunity 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Asbury University DC Retirement Plan in KY (253 participants, $59M 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 132578670.

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.