Other · DOL Form 5500 · 2024
Millbrook School Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $230,671
- Avg per participant Above avg balance/head
Official DOL plan name: Millbrook School Defined Contribution Retirement 403(b) Plan · Sponsored by Millbrook School · New York · Educational Services
$34M in assets, 146 participants
Millbrook School's Millbrook School Defined Contribution Retirement 403(b) Plan reported $34M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,339 in Educational Services (3,638 peers)
Coverage in New York
Millbrook School Defined Contribution Retirement 403(b) Plan covers 146 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $34M.
- #2,339
- in Educational Services (3,638 peers)
- +5.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Millbrook School Defined Contribution Retirement 403(b) Plan's outsized position by total assets
Millbrook School Defined Contribution Retirement 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,677,925 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Millbrook School Defined Contribution Retirement 403(b) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millbrook School Defined Contribution Retirement 403(b) Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Millbrook School Defined Contribution Retirement 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Millbrook School Defined Contribution Retirement 403(b) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141413770 · Millbrook School PY 2024 · Other
Millbrook School Defined Contribution Retirement 403(b) Plan · $34M · 146 · 79th
- PHOTO $34M
- IND 146
- EOY 79th
- 5500 Other
- ASSETS near Keystone College 403(b) Retirement Plan
- PCT ind #2339
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 →
Millbrook School Defined Contribution Retirement 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 141413770 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Millbrook School)
Sponsor-wide plan assets over time
All Millbrook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 22.823455605027945% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 131 | $27M |
| 2023 | 1 | 146 | $32M |
| 2024 | 1 | 146 | $34M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Millbrook School Defined Contribution Retirement 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Keystone College 403(b) Retirement Plan in PA ($34M); by covered participants it is Kimbell Art Museum Retirement Plan in TX (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Keystone College 403(b) Retirement Plan (PA) $34M · 127
- The Ranney School DC Retirement Plan (NJ) $34M · 143
- Fulton County Health Center Tax Deferred Annuity Plan (OH) $34M · 841
- Clinica Family Health 403(b) Plan (CO) $34M · 622
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.