Other · DOL Form 5500 · 2022

Trudeau Institute, Inc. Retirement Plan

Data updated 2026-08-11

$27M
Total assets
71
Participants
81st
Percentile by assets
$379,691
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
71
covered participants
81st
percentile by assets (of 139,126 plans)
$379,691
avg assets per participant

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.

Where Trudeau Institute Inc Retirement Plan sits 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

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

State
New York
Industry
Educational Services

Trudeau Institute Inc Retirement Plan vs the 2022 asset distribution

By assets, Trudeau Institute Inc Retirement Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$27M
Net Income-$6M
Employer EIN141401413
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trudeau Institute, Inc.)

$26M$27M$28M$29M$30M$31M 202220232024 $27M $29.9M ▲ +10.8%
Total plan assets by year, all Trudeau Institute, Inc. plans on file
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.

Trudeau Institute Inc Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Trudeau Institute In…, Total assets ($B): 0.026958072 · Participants: 71Trudeau Institute In…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 …
Trudeau Institute Inc Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trudeau Institute Inc Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Trudeau Institute Inc Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Trudeau Institute Inc Retirement Plan assets move in 2022? ▼
Trudeau Institute Inc Retirement Plan declined sharply - down 18.0% during 2022, from $33M to $27M. Reported net income was -$6M.
How have Trudeau Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trudeau Institute, Inc.'s sponsor-wide assets grew 10.8%, from $27M to $30M.
Where does Trudeau Institute Inc Retirement Plan rank by assets among Form 5500 filers? ▼
Trudeau Institute Inc Retirement Plan ranks in the 81st 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 Trudeau Institute Inc Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Urban Land Institute 403(b) Plan in DC ($27M, 213 participants).

Next read for Trudeau Institute Inc Retirement Plan

Scale reading

Ways to act on Trudeau Institute Inc Retirement Plan's numbers.

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 141401413.

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.