Profit Sharing · DOL Form 5500 · 2022
The Research Foundation for Suny Profit Sharing Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 11,139
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $95,633
- Avg per participant Below avg balance/head
Official DOL plan name: The Research Foundation for Suny Retirement Plan · Sponsored by The Research Foundation for Suny · New York · Professional & Technical Services
$1.1B in assets, 11,139 participants
The Research Foundation for Suny's The Research Foundation for Suny Retirement Plan reported $1.1B in total assets and 11,139 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #21,416 in Professional & Technical Services (21,562 peers)
Coverage in New York
The Research Foundation for Suny Retirement Plan covers 11,139 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $1.1B.
- #21,416
- in Professional & Technical Services (21,562 peers)
- -13.4%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $164M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Research Foundation for Suny Retirement Plan's outsized position by total assets
The Research Foundation for Suny Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,065,250,862 Top 1% higher than 99% 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
The Research Foundation for Suny Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Research Foundation for Suny Retirement Plan is a mega filing (11,139 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 141368361 · The Research Foundation for Suny PY 2022 · Profit Sharing
The Research Foundation for Suny Retirement Plan · $1.1B · 11,139 · 99th
- PART $1.1B
- PART 11,139
- PART 99th
- PART Profit Sharing
- PART near H-E-B Partner Stock Plan
- PART ind #21416
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 Professional & Technical Services retirement plans → · Plans in New York →
The Research Foundation for Suny Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$164M |
| Employer EIN | 141368361 |
| Plan Effective Date | 1955-06-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Research Foundation for Suny)
Sponsor-wide plan assets over time
All The Research Foundation for Suny plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 18.04638980588855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,908 | $1.9B |
| 2023 | 2 | 14,543 | $2.1B |
| 2024 | 2 | 14,048 | $2.3B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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
- Mason Tenders District Council Annuity Fund $837M · 11,072
- I.U.O.E. Local 14-14b Annuity Fund $792M · 1,251
Scale composition for The Research Foundation for Suny Retirement Plan
The Research Foundation for Suny Retirement Plan reports $1.1B in end-of-year assets across 11,139 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $95,633 per participant (69% of the national average assets-per-participant) . Net income for plan year 2022 was -$164M.
This plan identity (EIN 141368361, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+19.2%) while covered participants moved from 11,139 to 9,758 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,139 | $1.1B | This page |
| 2023 | 10,120 | $1.2B | Open filing |
| 2024 · index core | 9,758 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Research Foundation for the State University of New York Retirement Plan (Profit Sharing, $1.3B, 9,758 participants)
- The Research Foundation for the State University of New York Optional Retirement Plan (Other, $1.0B, 4,290 participants)
The Research Foundation for Suny Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is H-E-B Partner Stock Plan in TX ($1.0B); by covered participants it is Impellam NA 401(k) Plan in GA (11,074 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- H-E-B Partner Stock Plan (TX) $1.0B · 71,666
- Wakemed Retirement Savings Plan (NC) $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $993M · 88,468
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $985M · 14,201
Similar participant headcount
Nearest other-state filings by covered participants (11,139 participants); asset peers above are excluded.
- Impellam NA 401(k) Plan (GA) 11,074 · 65 off
- Accenture United States Discretionary Profit Sharing Plan (IL) 10,992 · 147 off
- Presbyterian Healthcare Services 401(a) Plan (NM) 11,300 · 161 off
- Cedars-Sinai Health System Defined Contribution Retirement Plan (CA) 11,344 · 205 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.