Other · DOL Form 5500 · 2024
Sponsors for Educational Opportunity Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $69,668
- Avg per participant Below avg balance/head
Official DOL plan name: Sponsors for Educational Opportunity 403(b) Plan · Sponsored by Sponsors for Educational Opportunity · New York · Other Services
$20M in assets, 281 participants
Sponsors for Educational Opportunity's Sponsors for Educational Opportunity 403(b) Plan reported $20M in total assets and 281 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #6,437 in Other Services (7,719 peers)
Coverage in New York
Sponsors for Educational Opportunity 403(b) Plan covers 281 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $20M.
- #6,437
- in Other Services (7,719 peers)
- +24.3%
- assets growth YoY
Sponsors for Educational Opportunity 403(b) Plan's outsized position by total assets
Sponsors for Educational Opportunity 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,576,701 Top 30% higher than 70% 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
Sponsors for Educational Opportunity 403(b) 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. Sponsors for Educational Opportunity 403(b) Plan sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sponsors for Educational Opportunity 403(b) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sponsors for Educational Opportunity 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Sponsors for Educational Opportunity 403(b) Plan reported participants rose from 253 in the plan year 2023 filing to 281 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 132578670 · Sponsors for Educational Opportunity PY 2024 · Other
Sponsors for Educational Opportunity 403(b) Plan · $20M · 281 · 70th
- PCT $20M
- EIN 281
- RANK 70th
- PHOTO Other
- IND near Gaudenzia 403b Plan
- EOY ind #6437
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 →
Sponsors for Educational Opportunity 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $4M |
| Employer EIN | 132578670 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sponsors for Educational Opportunity)
Sponsor-wide plan assets over time
All Sponsors for Educational Opportunity plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 51.94307244031737% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 207 | $13M |
| 2023 | 1 | 253 | $16M |
| 2024 | 1 | 281 | $20M |
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
Sponsors for Educational Opportunity 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Gaudenzia 403b Plan in PA ($20M); by covered participants it is Brightpoint 403(b) Plan in IN (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Gaudenzia 403b Plan (PA) $20M · 1,040
- Pleasant Valley Hospital Employees' 403(b) Plan (WV) $20M · 324
- 403(b) Thrift Plan of Apt Foundation, Inc. (CT) $20M · 316
- Seattle Art Museum Savings and Retirement Plan (WA) $20M · 353
Similar participant headcount
Nearest other-state filings by covered participants (281 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.