Profit Sharing · DOL Form 5500 · 2022

Yeshiva University Profit Sharing Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
91
Participants Small participant base
91st
Percentile by assets National rank
$825,882
Avg per participant High balance/head
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Official DOL plan name: Yeshiva University After-Tax Annuity Plan · Sponsored by Yeshiva University · New York · Educational Services

$75M in assets, 91 participants

Yeshiva University's Yeshiva University After-Tax Annuity Plan reported $75M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,363 in Educational Services (4,024 peers)

Where Yeshiva University After-Tax Annuity Plan sits by assets

Yeshiva University After-Tax Annuity Plan sits in the top 10% of all filed plans by assets, $75M for 91 participants (~$825,882/participant), down 16.3% in 2022.

#3,363
in Educational Services (4,024 peers)
-16.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Yeshiva University After-Tax Annuity Plan's outsized position by total assets

Yeshiva University After-Tax Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$75,155,274 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Yeshiva University After-Tax Annuity Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yeshiva University After-Tax Annuity Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 131624225 · Yeshiva University PY 2022 · Profit Sharing

Yeshiva University After-Tax Annuity Plan · $75M · 91 · 91st

  • BOOK $75M
  • VS-ST 91
  • BOY 91st
  • SCH Profit Sharing
  • EBSA near I.U.O.E. Local 98 Annuity Fund
  • PART ind #3363

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 →

Yeshiva University After-Tax Annuity Plan in the asset neighbourhood

Local Union No. 90 I.B.E.W. Annuity PlanLocal Union No. 90 I.B.E.W. …$76MI.U.O.E. Local 98 Annuity FundI.U.O.E. Local 98 Annuity Fu…$75MYeshiva University After-Tax Annuity PlanYeshiva University After-Tax…$75MLifenet Profit Sharing Plan$75MSouthern New Hampshire Medical Center 401(a) Retirement Savings Plus PlanSouthern New Hampshire Medic…$75M
End-of-year total assets ($M) among Yeshiva University After-Tax Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$75M
Net Income-$15M
Employer EIN131624225
Plan Effective Date1994-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Yeshiva University)

Sponsor-wide plan assets over time

All Yeshiva University plans reported in each filing year

Latest sponsor-wide plan assets
$830M 18.775308644715995% vs 2022
2024 filing year
$650M$700M$750M$800M$850M 202220232024 $699M $830M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,877 $699M
2023 2 1,972 $769M
2024 2 2,165 $830M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Yeshiva University After-Tax Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Yeshiva University After-Tax Annuity Plan, Total assets ($B): 0.075155274 · Participants: 91Yeshiva University After-Tax Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Yeshiva University After-Tax Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Yeshiva University After-Tax Annuity Plan side-by-side with 3 peers →

Yeshiva University After-Tax Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is I.U.O.E. Local 98 Annuity Fund in MA ($75M); by covered participants it is Teamsters Joint Council No. 41 Severance Plan in OH (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Yeshiva University After-Tax Annuity Plan assets move in 2022? ▼
Yeshiva University After-Tax Annuity Plan declined sharply - down 16.3% during 2022, from $90M to $75M. Reported net income was -$15M.
How have Yeshiva University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yeshiva University's sponsor-wide assets grew 18.8%, from $699M to $830M.
Where does Yeshiva University After-Tax Annuity Plan rank by assets among Form 5500 filers? ▼
Yeshiva University After-Tax Annuity Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Yeshiva University After-Tax Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is I.U.O.E. Local 98 Annuity Fund in MA ($75M, 1,200 participants).
Which Profit Sharing plans cover a similar participant headcount to Yeshiva University After-Tax Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Joint Council No. 41 Severance Plan in OH (91 participants, $3M in assets).

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 131624225.

Read our methodology - how this data is sourced, computed, and verified.

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