Profit Sharing · DOL Form 5500 · 2022
The Research Foundation for Suny Profit Sharing Plan
Data updated 2026-08-06
- $1.1B
- Total assets
- 11,139
- Participants
- 99th
- Percentile by assets
- $95,633
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #21,431 in Professional & Technical Services (21,577 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 ~795 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2022 EOY)
- 11,139
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $95,633
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. The Research Foundation for Suny Retirement Plan reports 11,139 participants - 14x that state average ($1.1B EOY assets).
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)
| 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.
The Research Foundation for Suny Retirement 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
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 covered participants) - about $95,633 per participant (70% 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Research Foundation for Suny Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Research Foundation for Suny Retirement Plan assets move in 2022? ▼
How have The Research Foundation for Suny plan assets changed over time? ▼
Where does The Research Foundation for Suny Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Research Foundation for Suny Retirement Plan? ▼
Next read for The Research Foundation for Suny Retirem…
Filing takeaways
Ways to act on The Research Foundation for Suny Retirement Plan's numbers.
- By total assets, The Research Foundation for Suny Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- The Research Foundation for Suny's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans