Other · DOL Form 5500 · 2024
Cooke School and Institute Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 310
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $77,347
- Avg per participant Below avg balance/head
Official DOL plan name: 403(b) Thrift Plan of Cooke School and Institute · Sponsored by Cooke School and Institute · New York · Other Services
$24M in assets, 310 participants
Cooke School and Institute's 403(b) Thrift Plan of Cooke School and Institute reported $24M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #6,628 in Other Services (7,719 peers)
Coverage in New York
403(b) Thrift Plan of Cooke School and Institute covers 310 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #6,628
- in Other Services (7,719 peers)
- +17.8%
- assets growth YoY
403(b) Thrift Plan of Cooke School and Institute's outsized position by total assets
403(b) Thrift Plan of Cooke School and Institute vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,977,680 Top 26% higher than 74% 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 of Cooke School and Institute 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. 403(b) Thrift Plan of Cooke School and Institute sits mid-pack in the medium band (310 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Cooke School and Institute reported participants rose from 261 in the plan year 2023 filing to 310 in the plan year 2024 filing.
- 403(b) Thrift Plan of Cooke School and Institute end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133396691 · Cooke School and Institute PY 2024 · Other
403(b) Thrift Plan of Cooke School and Institute · $24M · 310 · 74th
- PART $24M
- TYPE 310
- NET 74th
- BOOK Other
- VS-ST near The Rectory School Defined Contribution Retirement Plan
- BOY ind #6628
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 Other Services retirement plans → · Plans in New York →
403(b) Thrift Plan of Cooke School and Institute in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 133396691 |
| Plan Effective Date | 2004-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cooke School and Institute)
Sponsor-wide plan assets over time
All Cooke School and Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 42.804604804213994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $17M |
| 2023 | 1 | 261 | $20M |
| 2024 | 1 | 310 | $24M |
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 of Cooke School and Institute's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Rectory School Defined Contribution Retirement Plan in CT ($24M); by covered participants it is Russell County Hospital Retirement Savings Plan in KY (310 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (310 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.