Profit Sharing · DOL Form 5500 · 2022
Yeshiva University Profit Sharing Plan
Data updated 2026-08-11
- $75M
- Total assets
- 91
- Participants
- 91st
- Percentile by assets
- $825,882
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $75M
- total plan assets (2022 EOY)
- 91
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $825,882
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Yeshiva University After-Tax Annuity Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | -$15M |
| Employer EIN | 131624225 |
| Plan Effective Date | 1994-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yeshiva University)
| 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
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Yeshiva University After-Tax Annuity Plan by total assets, not by location.
- I.U.O.E. Local 98 Annuity Fund (MA) $75M · 1,200
- Lifenet Profit Sharing Plan (VA) $75M · 1,334
- Local Union No. 90 I.B.E.W. Annuity Plan (CT) $76M · 619
- Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan (NH) $75M · 2,175
Frequently Asked Questions
How did Yeshiva University After-Tax Annuity Plan assets move in 2022? ▼
How have Yeshiva University plan assets changed over time? ▼
Where does Yeshiva University After-Tax Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Yeshiva University After-Tax Annuity Plan? ▼
Next read for Yeshiva University After-Tax Annuity Pla…
Scale reading
Ways to act on Yeshiva University After-Tax Annuity Plan's numbers.
- By total assets, Yeshiva University After-Tax Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Yeshiva University's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Educational Services plans