Back to filter
Original filing (PDF)20250723135244NAL0008881522001
ROGERS MEMORIAL LIBRARY
Form 5500-SF
FILING_RECEIVED
ROGERS MEMORIAL LIBRARY -403(B) DC PLAN
Defined-contribution retirement plan
Active participants
41
Accounts w/ balance
70
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROGERS MEMORIAL LIBRARY.
Plan sponsor
Name
ROGERS MEMORIAL LIBRARY
EIN
11-1674173
Address
91 COOPERS FARM RD · SOUTHAMPTON, NY · 119684002
Phone
—
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
SHEFA SCHOOL
SHEFA SCHOOL 403(B) PLAN
$6.7M · 120 participants
OJAI VALLEY SCHOOL, INC.
OJAI VALLEY SCHOOL EMPLOYEE VOLUNTARY RETIREMENT PLAN
$6.7M · 88 participants
10,000 DEGREES
10,000 DEGREES 401(K) PLAN
$6.7M · 110 participants
THE KING'S COLLEGE
THE KING'S COLLEGE 403B RETIREMENT PLAN
$6.7M · 7 participants
CHINA INSTITUTE IN AMERICA - RA
CHINA INSTITUTE IN AMERICA - RA
$6.7M · 102 participants
SPEAKEASY COMMUNICATIONS CONSULTING LLC
SPEAKEASY 401(K) AND PROFIT SHARING PLAN AND TRUST
$6.7M · 31 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B