Other · DOL Form 5500 · 2024
The Stony Brook School Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 172
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $150,879
- Avg per participant Above avg balance/head
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.
- #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.
- #2,147
- in Educational Services (3,638 peers)
- +10.2%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The Stony Brook School 403(b) Defined Contribution Plan's outsized position by total assets
The Stony Brook School 403(b) Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,951,113 Top 25% higher than 75% 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
The Stony Brook School 403(b) Defined Contribution 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. The Stony Brook School 403(b) Defined Contribution Plan sits mid-pack in the medium band (172 participants).
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.
EBSA filing schedule strip
Filing strip 116112414 · The Stony Brook School PY 2024 · Other
The Stony Brook School 403(b) Defined Contribution Plan · $26M · 172 · 75th
- VS-ST $26M
- BOY 172
- SCH 75th
- EBSA Other
- PART near Joseph Kushner Hebrew Academy 403(b) DC Plan
- TYPE ind #2147
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 →
The Stony Brook School 403(b) Defined Contribution Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Stony Brook School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 22.371053201775553% vs 2022
- 2024 filing year
| 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.
- 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
The Stony Brook School 403(b) Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Joseph Kushner Hebrew Academy 403(b) DC Plan in NJ ($26M); by covered participants it is Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan in OH (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Portage Path Behavioral Health / Northeast Ohio Psychiatric Institute Retirement Plan (OH) 172 · 0 off
- 403(b) Thrift Plan for Employees of 18 Degrees, Inc. (MA) 172 · 0 off
- Carnegie Endowment for International Peace Defined Contribution Retirement Plan (DC) 172 · 0 off
- Dogs Inc Retirement Plan (FL) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.