Other · DOL Form 5500 · 2022
Research Foundation of Cuny Retirement Plan
Data updated 2026-08-25
- $180M
- Total assets Near avg plan size
- 8,370
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $21,453
- Avg per participant Low balance/head
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.
- #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.
- #3,697
- in Educational Services (4,024 peers)
- -11.0%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
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.
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan's outsized position 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
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) 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. Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan lands in the large band (8,370 participants).
DOL schedule card
Filing strip 131988190 · Research Foundation of Cuny PY 2022 · Other
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan · $180M · 8,370 · 95th
- EIN $180M
- EIN 8,370
- EIN 95th
- EIN Other
- EIN near Blanchard Valley Health System 403(b) Plan
- EIN ind #3697
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 →
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Research Foundation of Cuny plans reported in each filing year
- Latest sponsor-wide plan assets
- $929M 19.905918072215602% vs 2022
- 2024 filing year
| 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)
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Blanchard Valley Health System 403(b) Plan in OH ($179M); by covered participants it is Accra Care 403(b) Plan in MN (8,436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($180M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (8,370 participants); asset peers above are excluded.
- Accra Care 403(b) Plan (MN) 8,436 · 66 off
- Boston Medical Center 403(b) Retirement Plan (MA) 8,481 · 111 off
- Seattle Children's 403(b) Plan (WA) 8,252 · 118 off
- Caltech Voluntary Retirement Plan (CA) 8,185 · 185 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.