Other · DOL Form 5500 · 2024

Susan B Anthony House, the Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
24th
Percentile by assets National rank
$85,343
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Susan B. Anthony House, the 403(b) DC Plan · Sponsored by Susan B Anthony House, the · New York · Arts, Entertainment & Recreation

$1M in assets, 13 participants

Susan B Anthony House, the's Susan B. Anthony House, the 403(b) DC Plan reported $1M in total assets and 13 participants in its 2024 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.

  • #1,429 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Susan B. Anthony House, the 403(b) DC Plan ranks #1,429 of 2,921 2024 filers by assets (2503% of the sector average)-$1M for 13 participants.

#1,429
in Arts, Entertainment & Recreation (2,921 peers)
+29.7%
assets growth YoY

Susan B. Anthony House, the 403(b) DC Plan among the smaller filed plans by assets

Susan B. Anthony House, the 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,109,457 24th percentile higher than 24% of 123,620 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 2024

Susan B. Anthony House, the 403(b) DC Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan B. Anthony House, the 403(b) DC Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Susan B. Anthony House, the 403(b) DC Plan end-of-year assets rose from $856K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Susan B. Anthony House, the 403(b) DC Plan reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 237098699 · Susan B Anthony House, the PY 2024 · Other

Susan B. Anthony House, the 403(b) DC Plan · $1M · 13 · 24th

  • SCH $1M
  • SCH 13
  • SCH 24th
  • SCH Other
  • SCH near Collective Legal Services, the Eviction Defense Center
  • SCH ind #1429

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Susan B. Anthony House, the 403(b) DC Plan in the asset neighbourhood

Vivalon, Inc. 403(b) Plan$1MSusan B. Anthony House, the 403(b) DC PlanSusan B. Anthony House, the …$1MCollective Legal Services, the Eviction Defense CenterCollective Legal Services, t…$1MColorado Humanities 403-B-7 Retirement PlanColorado Humanities 403-B-7 …$1MLake Farms Employee Profit Sharing TrustLake Farms Employee Profit S…$1M
End-of-year total assets ($M) among Susan B. Anthony House, the 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$856K
Net Assets (End of Year)$1M
Net Income$254K
Employer EIN237098699
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Susan B Anthony House, the)

Sponsor-wide plan assets over time

All Susan B Anthony House, the plans reported in each filing year

Latest sponsor-wide plan assets
$1M 81.42048176812926% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.61M $1.11M ▲ +82.0%
Year Plans Participants Total Assets
2022 1 7 $612K
2023 1 11 $856K
2024 1 13 $1M

Nearby Other Plans in New York

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

Susan B. Anthony House, the 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Susan B. Anthony House, the 403(b) DC Plan, Total assets ($B): 0.001109457 · Participants: 13Susan B. Anthony House, the 403(b) DC PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Susan B. Anthony House, the 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants

Susan B. Anthony House, the 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Collective Legal Services, the Eviction Defense Center in CA ($1M); by covered participants it is Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan in DE (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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.

Frequently Asked Questions

How did Susan B. Anthony House, the 403(b) DC Plan assets move in 2024?
Susan B. Anthony House, the 403(b) DC Plan grew sharply - up 29.7% during 2024, from $856K to $1M. Reported net income was $254K.
How have Susan B Anthony House, the plan assets changed over time?
Across 3 plan years on file (2022-2024), Susan B Anthony House, the's sponsor-wide assets grew 81.4%, from $612K to $1M.
Where does Susan B. Anthony House, the 403(b) DC Plan rank by assets among Form 5500 filers?
Susan B. Anthony House, the 403(b) DC Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Susan B. Anthony House, the 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Collective Legal Services, the Eviction Defense Center in CA ($1M, 8 participants).
Which Other plans cover a similar participant headcount to Susan B. Anthony House, the 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Hilltop Lutheran Neighborhood Center, Inc. 403(b) Plan in DE (13 participants, $787K in assets).