Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan

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

Sponsored by Research Foundation of Cuny · New York · Educational Services

What the 2023 filing shows

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan holds $180M for 8,370 participants — about $21,453 per participant, down 11.0% over the 2022 plan year.

$180M
total plan assets (2022 EOY)
8,370
covered participants
$21,453
avg assets per participant
-11.0%
assets change YoY

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.

Total Assets (2023)
$180M
Participants
8,370
State
Industry
Educational Services

What the Filing Says About 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 is a Profit Sharing retirement plan sponsored by Research Foundation of Cuny, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $180M in total end-of-year assets and covers 8,370 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131988190, and the plan has been effective since 1974-01-07. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $202M at the beginning of 2022 to $180M at year-end — a decline of 11.0%. Net assets (after liabilities) closed the year at $180M, with reported net income of $-22,225,375 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)$202M
Total Assets (End of Year)$180M
Net Assets (End of Year)$180M
Net Income$-22,225,375
Plan TypeProfit Sharing
Employer EIN131988190
Plan Effective Date1974-01-07
Filing StatusFILING 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 Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan?
As of the 2022 Form 5500 filing, Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan holds $180M in total assets with 8,370 participants. It is sponsored by Research Foundation of Cuny.
What type of plan is 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 is a Profit Sharing plan. It has been effective since 1974-01-07. The plan is filed with the U.S. Department of Labor under EIN 131988190.
Who sponsors the 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 is sponsored by Research Foundation of Cuny, located in New York. The sponsor's EIN is 131988190 and the plan operates in the Educational Services industry.
How did Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan perform in 2022?
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan declined by 11.0% during 2022, moving from $202M to $180M in total assets. Net income was $-22,225,375.
Where can I find official filings for Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan?
Official Form 5500 filings for Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131988190 or plan name at efast.dol.gov.
How does Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan compare to other plans?
You can compare Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan against other Profit Sharing 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 131988190.

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.