Other · DOL Form 5500 · 2022
Trudeau Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 71
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $379,691
- Avg per participant High balance/head
Official DOL plan name: Trudeau Institute Inc Retirement Plan · Sponsored by Trudeau Institute, Inc. · New York · Educational Services
$27M in assets, 71 participants
Trudeau Institute, Inc.'s Trudeau Institute Inc Retirement Plan reported $27M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #2,686 in Educational Services (4,024 peers)
Where Trudeau Institute Inc Retirement Plan sits by assets
Trudeau Institute Inc Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 71 participants (~$379,691/participant), down 18.0% in 2022.
- #2,686
- in Educational Services (4,024 peers)
- -18.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trudeau Institute Inc Retirement Plan's outsized position by total assets
Trudeau Institute Inc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,958,072 Top 19% higher than 81% 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
Trudeau Institute Inc Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trudeau Institute Inc Retirement Plan is a small filing (71 participants) on this national headcount ladder.
DOL schedule card
Filing strip 141401413 · Trudeau Institute, Inc. PY 2022 · Other
Trudeau Institute Inc Retirement Plan · $27M · 71 · 81st
- BOY $27M
- SCH 71
- EBSA 81st
- PART Other
- TYPE near Urban Land Institute 403(b) Plan
- NET ind #2686
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 →
Trudeau Institute Inc Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$6M |
| Employer EIN | 141401413 |
| Plan Effective Date | 1967-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trudeau Institute, Inc.)
Sponsor-wide plan assets over time
All Trudeau Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 10.767583824243811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $27M |
| 2023 | 1 | 83 | $29M |
| 2024 | 1 | 75 | $30M |
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
Trudeau Institute Inc Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Urban Land Institute 403(b) Plan in DC ($27M); by covered participants it is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.