Other · DOL Form 5500 · 2024
Carter Burden Network, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $68,263
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. · Sponsored by Carter Burden Network, Inc. · New York · Healthcare & Social Assistance
$6M in assets, 81 participants
Carter Burden Network, Inc.'s 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. reported $6M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #7,984 in Healthcare & Social Assistance (16,916 peers)
Carter Burden Network, Inc. multi-year trail
Carter Burden Network, Inc.'s plans moved +30.6% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. at $6M / 81 participants.
- #7,984
- in Healthcare & Social Assistance (16,916 peers)
- +8.2%
- assets growth YoY
403(b) Thrift Plan for Employees of Carter Burden Network, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Carter Burden Network, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,529,297 44th percentile higher than 44% 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
403(b) Thrift Plan for Employees of Carter Burden Network, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. reported net income fell from $859K in the plan year 2023 filing to $420K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Carter Burden Network, Inc. reported participants rose from 79 in the plan year 2023 filing to 81 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 237129499 · Carter Burden Network, Inc. PY 2024 · Other
403(b) Thrift Plan for Employees of Carter Burden Network, Inc. · $6M · 81 · 44th
- EIN $6M
- EIN 81
- EIN 44th
- EIN Other
- EIN near Greeley County Health Services Inc. Tax Deferred Annuity Plan
- EIN ind #7984
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
403(b) Thrift Plan for Employees of Carter Burden Network, Inc. in the asset neighbourhood
Carter Burden Network, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Carter Burden Network, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 30.60598251452497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $4M |
| 2023 | 1 | 79 | $5M |
| 2024 | 1 | 81 | $6M |
Carter Burden Network, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $420K |
| Employer EIN | 237129499 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
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
403(b) Thrift Plan for Employees of Carter Burden Network, Inc.'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Greeley County Health Services Inc. Tax Deferred Annuity Plan in KS ($6M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 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.