Other · DOL Form 5500 · 2023

Westbury Friends School Retirement Plan

Data updated 2026-08-25

$988K
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$123,502
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westbury Friends School 403(b) DC Plan 367055 · Sponsored by Westbury Friends School · New York · Educational Services

$988K in assets, 8 participants

Westbury Friends School's Westbury Friends School 403(b) DC Plan 367055 reported $988K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #577 in Educational Services (3,735 peers)

Westbury Friends School multi-year trail

Westbury Friends School's plans moved -37.3% in assets from 2022 to 2024; this filing shows Westbury Friends School 403(b) DC Plan 367055 at $988K / 8 participants.

#577
in Educational Services (3,735 peers)
-35.4%
assets change YoY

The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westbury Friends School 403(b) DC Plan 367055 among the smaller filed plans by assets

Westbury Friends School 403(b) DC Plan 367055 vs every filed plan by assets

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

$988,014 24th percentile higher than 24% 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

Westbury Friends School 403(b) DC Plan 367055 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westbury Friends School 403(b) DC Plan 367055 is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westbury Friends School 403(b) DC Plan 367055 reported net income fell from -$130K in the plan year 2022 filing to -$541K in the plan year 2023 filing.
  • Westbury Friends School 403(b) DC Plan 367055 end-of-year assets fell from $2M in the plan year 2022 filing to $988K in the plan year 2023 filing.
  • Westbury Friends School 403(b) DC Plan 367055 reported participants fell from 9 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 111847129 · Westbury Friends School PY 2023 · Other

Westbury Friends School 403(b) DC Plan 367055 · $988K · 8 · 24th

  • 5500 $988K
  • 5500 8
  • 5500 24th
  • 5500 Other
  • 5500 near Colorado Humanities 403-B-7 Retirement Plan
  • 5500 ind #577

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 Educational Services retirement plans → · Plans in New York →

Westbury Friends School 403(b) DC Plan 367055 in the asset neighbourhood

Westbury Friends School 403(b) DC Plan 367055Westbury Friends School 403(…$988KColorado Humanities 403-B-7 Retirement PlanColorado Humanities 403-B-7 …$987KCommunities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$989KS. Brent Bahner PLLC Retirement PlanS. Brent Bahner PLLC Retirem…$983KThe Kennedy Center, Inc. 403(b) Retirement PlanThe Kennedy Center, Inc. 403…$979K
End-of-year total assets ($M) among Westbury Friends School 403(b) DC Plan 367055 and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Westbury Friends School multi-year asset trail

Sponsor-wide plan assets over time

All Westbury Friends School plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.30291413689728% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.65M $1.04M ▼ -37.0%
Year Plans Participants Total Assets
2022 2 12 $2M
2023 2 10 $1M
2024 2 8 $1M

Westbury Friends School filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$988K
Net Income-$541K
Employer EIN111847129
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Westbury Friends School 403(b) DC Plan 367055 vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Westbury Friends School 403(b) DC Plan 367055, Total assets ($B): 0.000988014 · Participants: 8Westbury Friends School 403(b) DC Plan 367055Northwell 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
Westbury Friends School 403(b) DC Plan 367055 vs. nearby Other plans in New York, assets vs. participants
Compare Westbury Friends School 403(b) DC Plan 367055 side-by-side with 3 peers →

Westbury Friends School 403(b) DC Plan 367055's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Colorado Humanities 403-B-7 Retirement Plan in CO ($987K); by covered participants it is Mendocino, Inc Sep IRA in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Westbury Friends School 403(b) DC Plan 367055 assets move in 2023? ▼
Westbury Friends School 403(b) DC Plan 367055 contracted severely - down 35.4% during 2023, from $2M to $988K. Reported net income was -$541K.
How have Westbury Friends School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westbury Friends School's sponsor-wide assets declined 37.3%, from $2M to $1M.
Where does Westbury Friends School 403(b) DC Plan 367055 rank by assets among Form 5500 filers? ▼
Westbury Friends School 403(b) DC Plan 367055 ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Westbury Friends School 403(b) DC Plan 367055? ▼
Among Other plans in other states, the closest by assets is Colorado Humanities 403-B-7 Retirement Plan in CO ($987K, 5 participants).
Which Other plans cover a similar participant headcount to Westbury Friends School 403(b) DC Plan 367055? ▼
Among Other plans in other states, the closest by covered participants is Mendocino, Inc Sep IRA in CA (8 participants, N/A 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 111847129.

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.