Other · DOL Form 5500 · 2022
Open Society Institute Retirement Plan
Data updated 2026-08-25
- $188M
- Total assets Near avg plan size
- 459
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $409,212
- Avg per participant High balance/head
Official DOL plan name: Open Society Institute Retirement Plan · Sponsored by Open Society Institute · New York · Other Services
$188M in assets, 459 participants
Open Society Institute's Open Society Institute Retirement Plan reported $188M in total assets and 459 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,290 in Other Services (8,398 peers)
Where Open Society Institute Retirement Plan sits by assets
Open Society Institute Retirement Plan sits in the top 5% of all filed plans by assets, $188M for 459 participants (~$409,212/participant), down 23.1% in 2022.
- #8,290
- in Other Services (8,398 peers)
- -23.1%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Open Society Institute Retirement Plan's outsized position by total assets
Open Society Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$187,828,380 Top 5% higher than 95% 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
Open Society Institute Retirement 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. Open Society Institute Retirement Plan sits mid-pack in the medium band (459 participants).
EBSA filing schedule strip
Filing strip 137029285 · Open Society Institute PY 2022 · Other
Open Society Institute Retirement Plan · $188M · 459 · 95th
- VS-ST $188M
- BOY 459
- SCH 95th
- EBSA Other
- PART near National Plus Plan
- TYPE ind #8290
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 Other Services retirement plans → · Plans in New York →
Open Society Institute Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $244M |
|---|---|
| Net Assets (End of Year) | $188M |
| Net Income | -$56M |
| Employer EIN | 137029285 |
| Plan Effective Date | 1993-12-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Open Society Institute)
Sponsor-wide plan assets over time
All Open Society Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 22.440462937496452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $188M |
| 2023 | 1 | 486 | $214M |
| 2024 | 1 | 367 | $230M |
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
Open Society Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is National Plus Plan in RI ($188M); by covered participants it is Ndi 403(b) Plan in DC (459 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($188M here).
- National Plus Plan (RI) $188M · 33,717
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $188M · 1,239
- Anmed Health Retirement Savings Plan (SC) $187M · 3,539
- Loyola University Retirement Plan (LA) $189M · 672
Similar participant headcount
Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.
- Ndi 403(b) Plan (DC) 459 · 0 off
- Givens 403(b) Matching Retirement Plan (NC) 459 · 0 off
- Shore Medical Center 403(b) Plan (NJ) 459 · 0 off
- East Bay Community Action Program, Inc. Retirement Plan (RI) 459 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.