Other · DOL Form 5500 · 2022
New York University Retirement Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 6,209
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $172,886
- Avg per participant Above avg balance/head
Official DOL plan name: New York University Supplemental Tax Deferred Annuity Plan · Sponsored by New York University · New York · Educational Services
$1.1B in assets, 6,209 participants
New York University's New York University Supplemental Tax Deferred Annuity Plan reported $1.1B in total assets and 6,209 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,965 in Educational Services (4,024 peers)
Coverage in New York
New York University Supplemental Tax Deferred Annuity Plan covers 6,209 participants in New York, 7.8x the typical New York plan (state average ~798 per filing). Assets: $1.1B.
- #3,965
- in Educational Services (4,024 peers)
- -14.6%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $184M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New York University Supplemental Tax Deferred Annuity Plan's outsized position by total assets
New York University Supplemental Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,073,452,068 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New York University Supplemental Tax Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York University Supplemental Tax Deferred Annuity Plan lands in the large band (6,209 participants).
DOL schedule card
Filing strip 135562308 · New York University PY 2022 · Other
New York University Supplemental Tax Deferred Annuity Plan · $1.1B · 6,209 · 99th
- PHOTO $1.1B
- IND 6,209
- EOY 99th
- 5500 Other
- ASSETS near Baptist Health Thrift Plan
- PCT ind #3965
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 Educational Services retirement plans → · Plans in New York →
New York University Supplemental Tax Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$184M |
| Employer EIN | 135562308 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York University)
Sponsor-wide plan assets over time
All New York University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.7B 30.815585757867964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 34,505 | $9.7B |
| 2023 | 8 | 55,791 | $11.4B |
| 2024 | 7 | 48,031 | $12.7B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Scale composition for New York University Supplemental Tax Deferred Annuity Plan
New York University Supplemental Tax Deferred Annuity Plan reports $1.1B in end-of-year assets across 6,209 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $172,886 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2022 was -$184M.
This plan identity (EIN 135562308, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+17.9%) while covered participants moved from 6,209 to 12,441 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,209 | $1.1B | This page |
| 2023 | 17,231 | $1.2B | Open filing |
| 2024 · index core | 12,441 | $1.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $5.4B, 10,678 participants)
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $4.6B, 6,880 participants)
- New York University Supplemental Tax Deferred Annuity Plan (Other, $1.3B, 12,441 participants)
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (Other, $1000M, 10,953 participants)
New York University Supplemental Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Baptist Health Thrift Plan in KY ($1.1B); by covered participants it is Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan in IL (6,209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Baptist Health Thrift Plan (KY) $1.1B · 21,780
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) $1.1B · 1,679
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.1B · 17,067
- Depaul University 403(b) Retirement Plan (IL) $1.1B · 4,920
Similar participant headcount
Nearest other-state filings by covered participants (6,209 participants); asset peers above are excluded.
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) 6,209 · 0 off
- Lakeland Regional Medical Center 403(b) Plan (FL) 6,204 · 5 off
- Kaiser Permanente Washington 403(b) Plan (CA) 6,233 · 24 off
- Mercy Health Corporation Employees Retirement Plan (IL) 6,181 · 28 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.