Other · DOL Form 5500 · 2022

The New York Institute for Special Education Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
167
Participants Small participant base
78th
Percentile by assets National rank
$127,707
Avg per participant Near avg balance/head
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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.

  • #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.

#2,515
in Educational Services (4,024 peers)
-12.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Nyise Tax Deferred Annuity Plan's outsized position 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 $2,050,000,000 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

Nyise Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nyise Tax Deferred Annuity Plan sits mid-pack in the medium band (167 participants).

DOL schedule card

Filing strip 131740010 · The New York Institute for Special Education PY 2022 · Other

Nyise Tax Deferred Annuity Plan · $21M · 167 · 78th

  • IND $21M
  • EOY 167
  • 5500 78th
  • ASSETS Other
  • PCT near Goodwill of North Georgia, Inc Tax Deferred Annuity Plan
  • EIN ind #2515

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 Educational Services retirement plans → · Plans in New York →

Nyise Tax Deferred Annuity Plan in the asset neighbourhood

Nyise Tax Deferred Annuity PlanNyise Tax Deferred Annuity P…$21MGoodwill of North Georgia, Inc Tax Deferred Annuity PlanGoodwill of North Georgia, I…$21MLutheran Social Services Tax Deferred Annuity PlanLutheran Social Services Tax…$21MUmrc 403(b) Tax Sheltered Annuity PlanUmrc 403(b) Tax Sheltered An…$21MUsga Defined Contribution Retirement PlanUsga Defined Contribution Re…$21M
End-of-year total assets ($M) among Nyise Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The New York Institute for Special Education plans reported in each filing year

Latest sponsor-wide plan assets
$24M 13.51316197467436% vs 2022
2024 filing year
$21M$22M$23M$24M$25M 202220232024 $21.3M $24.2M ▲ +13.5%
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 ($B) Participants Nyise Tax Deferred Annuity Plan, Total assets ($B): 0.021327081 · Participants: 167Nyise Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Nyise Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Nyise Tax Deferred Annuity Plan side-by-side with 3 peers →

Nyise Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Goodwill of North Georgia, Inc Tax Deferred Annuity Plan in GA ($21M); by covered participants it is North, Inc. Employee Savings Plan in PA (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Other plans cover a similar participant headcount to Nyise Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (167 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131740010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.