Money Purchase
2022 plan-year Money Purchase DOL Form 5500

Research Foundation for Mental Hygiene, Inc. DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Research Foundation for Mental Hygiene, Inc. · New York · Professional & Technical Services

What the 2023 filing shows

Research Foundation for Mental Hygiene, Inc. DC Retirement Plan holds $154M for 1,065 participants — about $144,351 per participant, down 13.2% over the 2022 plan year.

$154M
total plan assets (2022 EOY)
1,065
covered participants
$144,351
avg assets per participant
-13.2%
assets change YoY

The plan reported a net loss of $23M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$154M
Participants
1,065
State
Industry
Professional & Technical Services

What the Filing Says About Research Foundation for Mental Hygiene, Inc. DC Retirement Plan

Research Foundation for Mental Hygiene, Inc. DC Retirement Plan is a Money Purchase retirement plan sponsored by Research Foundation for Mental Hygiene, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $154M in total end-of-year assets and covers 1,065 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 141410842, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2022 to $154M at year-end — a decline of 13.2%. Net assets (after liabilities) closed the year at $154M, with reported net income of $-23,305,593 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$177M
Total Assets (End of Year)$154M
Net Assets (End of Year)$154M
Net Income$-23,305,593
Plan TypeMoney Purchase
Employer EIN141410842
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Research Foundation for Mental Hygiene, Inc.)

Year Plans Participants Total Assets
2022 2 1,619 $337M
2023 2 2,462 $371M
2024 2 2,674 $400M

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Frequently Asked Questions

How much money is in the Research Foundation for Mental Hygiene, Inc. DC Retirement Plan?
As of the 2022 Form 5500 filing, Research Foundation for Mental Hygiene, Inc. DC Retirement Plan holds $154M in total assets with 1,065 participants. It is sponsored by Research Foundation for Mental Hygiene, Inc..
What type of plan is Research Foundation for Mental Hygiene, Inc. DC Retirement Plan?
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan is a Money Purchase plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 141410842.
Who sponsors the Research Foundation for Mental Hygiene, Inc. DC Retirement Plan?
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan is sponsored by Research Foundation for Mental Hygiene, Inc., located in New York. The sponsor's EIN is 141410842 and the plan operates in the Professional & Technical Services industry.
How did Research Foundation for Mental Hygiene, Inc. DC Retirement Plan perform in 2022?
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan declined by 13.2% during 2022, moving from $177M to $154M in total assets. Net income was $-23,305,593.
Where can I find official filings for Research Foundation for Mental Hygiene, Inc. DC Retirement Plan?
Official Form 5500 filings for Research Foundation for Mental Hygiene, Inc. DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141410842 or plan name at efast.dol.gov.
How does Research Foundation for Mental Hygiene, Inc. DC Retirement Plan compare to other plans?
You can compare Research Foundation for Mental Hygiene, Inc. DC Retirement Plan against other Money Purchase plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 141410842.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.