Other · DOL Form 5500 · 2022
The Research Foundation for Suny Retirement Plan
Data updated 2026-08-25
- $878M
- Total assets Above avg plan size
- 4,769
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $184,170
- Avg per participant Above avg balance/head
Official DOL plan name: The Research Foundation for Suny Optional Retirement Plan · Sponsored by The Research Foundation for Suny · New York · Professional & Technical Services
$878M in assets, 4,769 participants
The Research Foundation for Suny's The Research Foundation for Suny Optional Retirement Plan reported $878M in total assets and 4,769 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.
- #21,384 in Professional & Technical Services (21,562 peers)
Coverage in New York
The Research Foundation for Suny Optional Retirement Plan covers 4,769 participants in New York, 6.0x the typical New York plan (state average ~798 per filing). Assets: $878M.
- #21,384
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
- 8.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $132M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Research Foundation for Suny Optional Retirement Plan's outsized position by total assets
The Research Foundation for Suny Optional Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$878,305,837 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 Optional Retirement 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. The Research Foundation for Suny Optional Retirement Plan lands in the large band (4,769 participants).
Published 5500 schedule card
Filing strip 141368361 · The Research Foundation for Suny PY 2022 · Other
The Research Foundation for Suny Optional Retirement Plan · $878M · 4,769 · 99th
- PCT $878M
- EIN 4,769
- RANK 99th
- PHOTO Other
- IND near Honorhealth 403(b) Retirement Security Plan
- EOY ind #21384
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 Optional Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.0B |
|---|---|
| Net Assets (End of Year) | $878M |
| Net Income | -$132M |
| Employer EIN | 141368361 |
| Plan Effective Date | 1968-01-01 |
| 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 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
The Research Foundation for Suny Optional Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Honorhealth 403(b) Retirement Security Plan in AZ ($873M); by covered participants it is Adena Health System Tax Deferred Annuity/Matched Savings Plan in OH (4,765 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($878M here).
- Honorhealth 403(b) Retirement Security Plan (AZ) $873M · 12,089
- Supplemental Retirement Accounts for All Employees of Dartmouth College (NH) $849M · 3,980
- Saint Louis University 403(b) Annuity Plan (MO) $842M · 2,398
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) $841M · 9,111
Similar participant headcount
Nearest other-state filings by covered participants (4,769 participants); asset peers above are excluded.
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 4,765 · 4 off
- Children's Hospital of Orange County Retirement Accumulation Plan (CA) 4,782 · 13 off
- University of La Verne 403(b) Retirement Savings Plan (CA) 4,729 · 40 off
- Cape Cod Healthcare 403(b) Partnership Plan (MA) 4,813 · 44 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.