Other · DOL Form 5500 · 2022

The New York Institute for Special Education Retirement Plan

Data updated 2026-08-11

$21M
Total assets
167
Participants
78th
Percentile by assets
$127,707
Avg per participant
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Official DOL plan name: Nyise Tax Deferred Annuity Plan · Sponsored by The New York Institute for Special Education · New York · Educational Services

$21M in assets, 167 participants

The New York Institute for Special Education's Nyise Tax Deferred Annuity Plan reported $21M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 139,126 plans)
  • #2,515 in Educational Services (4,024 peers)

Coverage in New York

Nyise Tax Deferred Annuity Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $21M.

$21M
total plan assets (2022 EOY)
167
covered participants
78th
percentile by assets (of 139,126 plans)
$127,707
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Nyise Tax Deferred Annuity Plan sits by total assets

Nyise Tax Deferred Annuity Plan vs every filed plan by assets

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

$21,327,081 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Nyise Tax Deferred Annuity Plan reports 167 participants - about 21% of that state average ($21M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN131740010
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New York Institute for Special Education)

$21M$22M$23M$24M$25M 202220232024 $21.3M $24.2M ▲ +13.5%
Total plan assets by year, all The New York Institute for Special Education plans on file
Year Plans Participants Total Assets
2022 1 167 $21M
2023 1 158 $23M
2024 1 67 $24M

Nearby Other Plans in New York

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

Nyise Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Nyise Tax Deferred A…, Total assets ($B): 0.021327081 · Participants: 167Nyise Tax Deferred A…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Nyise Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Nyise Tax Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Nyise Tax Deferred Annuity Plan assets move in 2022?
Nyise Tax Deferred Annuity Plan pulled back noticeably - down 12.1% during 2022, from $24M to $21M. Reported net income was -$3M.
How have The New York Institute for Special Education plan assets changed over time?
Across 3 plan years on file (2022-2024), The New York Institute for Special Education's sponsor-wide assets grew 13.5%, from $21M to $24M.
Where does Nyise Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Nyise Tax Deferred Annuity Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Nyise Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in GA ($21M, 3,110 participants).

Next read for Nyise Tax Deferred Annuity Plan

Filing takeaways

Ways to act on Nyise Tax Deferred Annuity Plan's numbers.