Other · DOL Form 5500 · 2022
Open Society Institute Retirement Plan
Data updated 2026-08-11
- $188M
- Total assets
- 459
- Participants
- 95th
- Percentile by assets
- $409,212
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $188M
- total plan assets (2022 EOY)
- 459
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $409,212
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Open Society Institute Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Open Society Institute Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Open Society Institute Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Open Society Institute Retirement Plan assets move in 2022? ▼
How have Open Society Institute plan assets changed over time? ▼
Where does Open Society Institute Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Open Society Institute Retirement Plan
Scale reading
Ways to act on Open Society Institute Retirement Plan's numbers.
- By total assets, Open Society Institute Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Open Society Institute's sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Other Services plans