401(k) · DOL Form 5500 · 2024

Stony Brook Business Ventures, LLC 401(k) Plan

Data updated 2026-08-11

$83M
Total assets: 1,313
Participants: 89th
Percentile by assets: $63,501
Avg per participant

Official DOL plan name: Stony Brook Business Ventures, LLC 401(k) Plan · Sponsored by Stony Brook Business Ventures, LLC · New York · Healthcare & Social Assistance

$83M in assets, 1,313 participants

Stony Brook Business Ventures, LLC's Stony Brook Business Ventures, LLC 401(k) Plan reported $83M in total assets and 1,313 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 123,622 plans)
#15,307 in Healthcare & Social Assistance (16,916 peers)

Where Stony Brook Business Ventures, LLC 401(k) Plan sits by assets

Stony Brook Business Ventures, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $83M for 1,313 participants (~$63,501/participant), up 15.9% in 2024.

$83M
total plan assets (2024 EOY): 1,313
covered participants: 89th
percentile by assets (of 123,622 plans): $63,501
avg assets per participant

Stony Brook Business Ventures, LLC 401(k) Plan reported participants rose from 1,006 in the plan year 2023 filing to 1,313 in the plan year 2024 filing.
Stony Brook Business Ventures, LLC 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Stony Brook Business Ventures, LLC 401(k) Plan end-of-year assets rose from $72M in the plan year 2023 filing to $83M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Healthcare & Social Assistance

Stony Brook Business Ventures, LLC 401(k) Plan vs the 2024 asset distribution

By assets, Stony Brook Business Ventures, LLC 401(k) Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$72M
Net Assets (End of Year)	$83M
Net Income	$11M
Employer EIN	273466435
Plan Effective Date	2011-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stony Brook Business Ventures, LLC)

Total plan assets by year, all Stony Brook Business Ventures, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	878	$56M
2023	1	1,006	$72M
2024	1	1,313	$83M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stony Brook Business Ventures, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Stony Brook Business Ventures, LLC 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stony Brook Business Ventures, LLC 401(k) Plan by total assets, not by location.

Johnstone Supply, LLC. Employee Retirement Plan (OR) $83M · 565
Oportun 401(k) Plan (CA) $83M · 912
Saf-Holland, Inc. 401(k) Savings Plan (MI) $83M · 975
Simpson Employee Savings Plan (WA) $83M · 232

Frequently Asked Questions

How did Stony Brook Business Ventures, LLC 401(k) Plan assets move in 2024? ▼

Stony Brook Business Ventures, LLC 401(k) Plan grew sharply - up 15.9% during 2024, from $72M to $83M. Reported net income was $11M.

How have Stony Brook Business Ventures, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stony Brook Business Ventures, LLC's sponsor-wide assets grew 50.0%, from $56M to $83M.

Where does Stony Brook Business Ventures, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Stony Brook Business Ventures, LLC 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Stony Brook Business Ventures, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Johnstone Supply, LLC. Employee Retirement Plan in OR ($83M, 565 participants).

Next read for Stony Brook Business Ventures, LLC 401(k…

Scale reading

Ways to act on Stony Brook Business Ventures, LLC 401(k) Plan's numbers.

By total assets, Stony Brook Business Ventures, LLC 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Stony Brook Business Ventures, LLC's sponsor-wide assets have grown 50.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273466435.