Other · DOL Form 5500 · 2024
Munson Williams Proctor Institute Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $214,455
- Avg per participant Above avg balance/head
Official DOL plan name: Munson Williams Proctor Institute Defined Contribution Retirement Plan · Sponsored by Munson Williams Proctor Institute · New York · Arts, Entertainment & Recreation
$22M in assets, 103 participants
Munson Williams Proctor Institute's Munson Williams Proctor Institute Defined Contribution Retirement Plan reported $22M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,428 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in New York
Munson Williams Proctor Institute Defined Contribution Retirement Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $22M.
- #2,428
- in Arts, Entertainment & Recreation (2,921 peers)
- +10.4%
- assets growth YoY
Munson Williams Proctor Institute Defined Contribution Retirement Plan's outsized position by total assets
Munson Williams Proctor Institute Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,088,888 Top 28% higher than 72% 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
Munson Williams Proctor Institute Defined Contribution Retirement 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. Munson Williams Proctor Institute Defined Contribution Retirement Plan sits mid-pack in the medium band (103 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Munson Williams Proctor Institute Defined Contribution Retirement Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Munson Williams Proctor Institute Defined Contribution Retirement Plan reported participants fell from 108 in the plan year 2023 filing to 103 in the plan year 2024 filing.
DOL schedule card
Filing strip 150532214 · Munson Williams Proctor Institute PY 2024 · Other
Munson Williams Proctor Institute Defined Contribution Retirement Plan · $22M · 103 · 72nd
- PART $22M
- PART 103
- PART 72nd
- PART Other
- PART near 403(b) Thrift Plan for Employees of Care Plus Nj, Inc.
- PART ind #2428
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 →
Munson Williams Proctor Institute Defined Contribution Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $2M |
| Employer EIN | 150532214 |
| Plan Effective Date | 1989-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Munson Williams Proctor Institute)
Sponsor-wide plan assets over time
All Munson Williams Proctor Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 23.67637085137691% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 111 | $18M |
| 2023 | 1 | 108 | $20M |
| 2024 | 1 | 103 | $22M |
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
Munson Williams Proctor Institute Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan for Employees of Care Plus Nj, Inc. in NJ ($22M); by covered participants it is The Bay School of San Francisco DC Retirement Plan in CA (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- 403(b) Thrift Plan for Employees of Care Plus Nj, Inc. (NJ) $22M · 225
- 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. (OK) $22M · 625
- St. Edward's School Defined Contribution Retirement Plan (FL) $22M · 164
- Mount Vernon Presbyterian School, Inc. Retirement Plan (GA) $22M · 330
Similar participant headcount
Nearest other-state filings by covered participants (103 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.