Other · DOL Form 5500 · 2022
Research Foundation of Cuny Retirement Plan
Data updated 2026-08-11
- $180M
- Total assets
- 8,370
- Participants
- 95th
- Percentile by assets
- $21,453
- Avg per participant
Official DOL plan name: Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan · Sponsored by Research Foundation of Cuny · New York · Educational Services
$180M in assets, 8,370 participants
Research Foundation of Cuny's Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reported $180M in total assets and 8,370 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #3,697 in Educational Services (4,024 peers)
Coverage in New York
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan covers 8,370 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $180M.
- $180M
- total plan assets (2022 EOY)
- 8,370
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $21,453
- avg assets per participant
The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan sits by total assets
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$179,563,990 Top 5% higher than 95% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reports 8,370 participants - 10x that state average ($180M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $180M |
| Net Income | -$22M |
| Employer EIN | 131988190 |
| Plan Effective Date | 1974-01-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Research Foundation of Cuny)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 16,634 | $775M |
| 2023 | 2 | 13,273 | $861M |
| 2024 | 2 | 13,336 | $929M |
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 Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reports $180M in end-of-year assets across 8,370 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $21,453 per participant (16% of the national average assets-per-participant) . Net income for plan year 2022 was -$22M.
This plan identity (EIN 131988190, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 8,370 to 7,983 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,370 | $180M | This page |
| 2023 | 7,957 | $202M | Open filing |
| 2024 | 7,983 | N/A | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Research Foundation of the City University of New York Defined Contribution Retirement Plan (Other, $929M, 5,353 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan by total assets, not by location.
- Blanchard Valley Health System 403(b) Plan (OH) $179M · 3,083
- Sanford 403(b) Retirement Savings Plan (ND) $179M · 6,516
- Association of University Physicians Tda Plan (WA) $179M · 2,640
- Kettering University Retirement Plan (MI) $180M · 364
Frequently Asked Questions
How did Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan assets move in 2022? ▼
How have Research Foundation of Cuny plan assets changed over time? ▼
Where does Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan? ▼
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Filing takeaways
Ways to act on Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan's numbers.
- By total assets, Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Research Foundation of Cuny's sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Educational Services plans