Other · DOL Form 5500 · 2024

Cooke School and Institute Retirement Plan

Data updated 2026-08-11

$24M
Total assets
310
Participants
74th
Percentile by assets
$77,347
Avg per participant
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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.

  • 74th percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
310
covered participants
74th
percentile by assets (of 123,622 plans)
$77,347
avg assets per participant

Where 403(b) Thrift Plan of Cooke School and Institute sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. 403(b) Thrift Plan of Cooke School and Institute reports 310 participants - about 39% of that state average ($24M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN133396691
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooke School and Institute)

$15M$20M$25M 202220232024 $16.8M $24M ▲ +42.8%
Total plan assets by year, all Cooke School and Institute plans on file
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.

403(b) Thrift Plan of Cooke School and Institute vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan o…, Total assets ($B): 0.02397768 · Participants: 310403(b) Thrift Plan o…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
403(b) Thrift Plan of Cooke School and Institute vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan of Cooke School and Institute by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan of Cooke School and Institute assets move in 2024?
403(b) Thrift Plan of Cooke School and Institute grew sharply - up 17.8% during 2024, from $20M to $24M. Reported net income was $4M.
How have Cooke School and Institute plan assets changed over time?
Across 3 plan years on file (2022-2024), Cooke School and Institute's sponsor-wide assets grew 42.8%, from $17M to $24M.
Which Other plans are similar in size to 403(b) Thrift Plan of Cooke School and Institute?
Among Other plans in other states, the closest by assets is The Rectory School Defined Contribution Retirement Plan in CT ($24M, 136 participants).

Next read for 403(b) Thrift Plan of Cooke School and I…

Filing takeaways

Ways to act on 403(b) Thrift Plan of Cooke School and Institute's numbers.