Other · DOL Form 5500 · 2024
The Stony Brook School Retirement Plan
Data updated 2026-08-11
- $26M
- Total assets
- 172
- Participants
- 75th
- Percentile by assets
- $150,879
- Avg per participant
Official DOL plan name: The Stony Brook School 403(b) Defined Contribution Plan · Sponsored by The Stony Brook School · New York · Educational Services
$26M in assets, 172 participants
The Stony Brook School's The Stony Brook School 403(b) Defined Contribution Plan reported $26M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- 75th percentile by assets (of 123,622 plans)
- #2,147 in Educational Services (3,638 peers)
Coverage in New York
The Stony Brook School 403(b) Defined Contribution Plan covers 172 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $26M.
- $26M
- total plan assets (2024 EOY)
- 172
- covered participants
- 75th
- percentile by assets (of 123,622 plans)
- $150,879
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Stony Brook School 403(b) Defined Contribution Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- The Stony Brook School 403(b) Defined Contribution Plan reported participants rose from 162 in the plan year 2023 filing to 172 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Stony Brook School 403(b) Defined Contribution Plan reports 172 participants - about 22% of that state average ($26M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 116112414 |
| Plan Effective Date | 1951-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Stony Brook School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 171 | $21M |
| 2023 | 1 | 162 | $24M |
| 2024 | 1 | 172 | $26M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
The Stony Brook School 403(b) Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Stony Brook School 403(b) Defined Contribution Plan by total assets, not by location.
- Joseph Kushner Hebrew Academy 403(b) DC Plan (NJ) $26M · 123
- Humboldt Park Health 403(b) Plan (IL) $26M · 824
- Tcwglobal 401(k) Plan (CA) $26M · 5,961
- La Rabida Children's Hospital 403(b) Retirement Savings Plan (IL) $26M · 512
Frequently Asked Questions
How did The Stony Brook School 403(b) Defined Contribution Plan assets move in 2024? ▼
How have The Stony Brook School plan assets changed over time? ▼
Where does The Stony Brook School 403(b) Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The Stony Brook School 403(b) Defined Contribution Plan's numbers.
- By total assets, The Stony Brook School 403(b) Defined Contribution Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- The Stony Brook School's sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Educational Services plans