Other · DOL Form 5500 · 2024
Westbury Friends School Retirement Plan
Data updated 2026-08-25
- $65K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $65,339
- Avg per participant Low balance/head
Official DOL plan name: Westbury Friends School 403(b) Tda Plan 367056 · Sponsored by Westbury Friends School · New York · Educational Services
$65K in assets, 1 participants
Westbury Friends School's Westbury Friends School 403(b) Tda Plan 367056 reported $65K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 4th 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.
- #145 in Educational Services (3,638 peers)
Westbury Friends School multi-year trail
Westbury Friends School's plans moved -37.3% in assets from 2022 to 2024; this filing shows Westbury Friends School 403(b) Tda Plan 367056 at $65K / 1 participant.
- #145
- in Educational Services (3,638 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $661 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Westbury Friends School 403(b) Tda Plan 367056 among the smaller filed plans by assets
Westbury Friends School 403(b) Tda Plan 367056 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,339 4th percentile higher than 4% 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
Westbury Friends School 403(b) Tda Plan 367056 among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westbury Friends School 403(b) Tda Plan 367056 is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Westbury Friends School 403(b) Tda Plan 367056 reported net income rose from -$56K in the plan year 2023 filing to -$661 in the plan year 2024 filing.
- Westbury Friends School 403(b) Tda Plan 367056 reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
- Westbury Friends School 403(b) Tda Plan 367056 end-of-year assets fell from $66K in the plan year 2023 filing to $65K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 111847129 · Westbury Friends School PY 2024 · Other
Westbury Friends School 403(b) Tda Plan 367056 · $65K · 1 · 4th
- EIN $65K
- RANK 1
- PHOTO 4th
- IND Other
- EOY near Family Endeavors 403b Retirement Plan
- 5500 ind #145
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 →
Westbury Friends School 403(b) Tda Plan 367056 in the asset neighbourhood
Westbury Friends School multi-year asset trail
Sponsor-wide plan assets over time
All Westbury Friends School plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 37.30291413689728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12 | $2M |
| 2023 | 2 | 10 | $1M |
| 2024 | 2 | 8 | $1M |
Westbury Friends School filing trail (2024)
| Total Assets (Beginning of Year) | $66K |
|---|---|
| Net Assets (End of Year) | $65K |
| Net Income | -$661 |
| Employer EIN | 111847129 |
| Plan Effective Date | 1982-01-01 |
| 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
Westbury Friends School 403(b) Tda Plan 367056's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Family Endeavors 403b Retirement Plan in TX ($67K); by covered participants it is Mishas Holdings 401(k) in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65K here).
- Family Endeavors 403b Retirement Plan (TX) $67K · 8
- Community Action Resource and Development, Inc. (OK) $68K · 3
- David Heller Keogh (FL) $68K · 1
- The Affordable Housing Group (NC) $62K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Mishas Holdings 401(k) (FL) 1 · 0 off
- Gramly & Associates Inc Retirement Plan (WI) 1 · 0 off
- Shebesta Group Savings Plan (OH) 1 · 0 off
- Van Herweg Electric Money Purchase Plan (MI) 1 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.