Other · DOL Form 5500 · 2022
The Posse Foundation Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $33,088
- Avg per participant Low balance/head
Official DOL plan name: The Posse Foundation Retirement Savings Plan · Sponsored by The Posse Foundation · New York · Educational Services
$6M in assets, 177 participants
The Posse Foundation's The Posse Foundation Retirement Savings Plan reported $6M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #1,530 in Educational Services (4,024 peers)
Coverage in New York
The Posse Foundation Retirement Savings Plan covers 177 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $6M.
- #1,530
- in Educational Services (4,024 peers)
- -11.2%
- assets change YoY
The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Posse Foundation Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers
The Posse Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,856,630 Top 46% higher than 54% 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 Posse Foundation Retirement Savings 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. The Posse Foundation Retirement Savings Plan sits mid-pack in the medium band (177 participants).
Form 5500 schedule snapshot
Filing strip 133840394 · The Posse Foundation PY 2022 · Other
The Posse Foundation Retirement Savings Plan · $6M · 177 · 54th
- PART $6M
- PART 177
- PART 54th
- PART Other
- PART near United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan
- PART ind #1530
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 →
The Posse Foundation Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$737K |
| Employer EIN | 133840394 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Posse Foundation)
Sponsor-wide plan assets over time
All The Posse Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 56.464827042172715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $6M |
| 2023 | 1 | 167 | $8M |
| 2024 | 1 | 188 | $9M |
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 Posse Foundation Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan in PA ($6M); by covered participants it is Clara Martin Center 403(b) Plan in VT (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- United Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC Plan (PA) $6M · 876
- Franklin Primary Health Center, Inc. 403(b) Plan (AL) $6M · 247
- Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(b) (IA) $6M · 119
- Community Action Committee of Pike County 403(b) Plan (OH) $6M · 283
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Clara Martin Center 403(b) Plan (VT) 177 · 0 off
- Marine Biological Laboratory Tax Deferred Annuity (MA) 177 · 0 off
- The Campagna Center 403(b) (VA) 177 · 0 off
- Brewster Academy Retirement Plan (NH) 177 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.