Other · DOL Form 5500 · 2022

Council on Foreign Relations Retirement Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
334
Participants Below avg headcount
94th
Percentile by assets National rank
$383,202
Avg per participant High balance/head
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Official DOL plan name: Council on Foreign Relations 403(b) Retirement Plan · Sponsored by Council on Foreign Relations · New York · Other Services

$128M in assets, 334 participants

Council on Foreign Relations's Council on Foreign Relations 403(b) Retirement Plan reported $128M in total assets and 334 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,231 in Other Services (8,398 peers)

Coverage in New York

Council on Foreign Relations 403(b) Retirement Plan covers 334 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $128M.

#8,231
in Other Services (8,398 peers)
+19.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Council on Foreign Relations 403(b) Retirement Plan's outsized position by total assets

Council on Foreign Relations 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$127,989,376 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Council on Foreign Relations 403(b) 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. Council on Foreign Relations 403(b) Retirement Plan sits mid-pack in the medium band (334 participants).

Published 5500 schedule card

Filing strip 131628168 · Council on Foreign Relations PY 2022 · Other

Council on Foreign Relations 403(b) Retirement Plan · $128M · 334 · 94th

  • PHOTO $128M
  • IND 334
  • EOY 94th
  • 5500 Other
  • ASSETS near Augsburg University Defined Contribution Retirement Plan
  • PCT ind #8231

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 →

Council on Foreign Relations 403(b) Retirement Plan in the asset neighbourhood

Council on Foreign Relations 403(b) Retirement PlanCouncil on Foreign Relations…$128MAugsburg University Defined Contribution Retirement PlanAugsburg University Defined …$128MUniversity Physicians and Surgeons, Inc. Retirement PlanUniversity Physicians and Su…$128MLecom Health 403(b) DC Plan$128MTrustees of Deerfield Academy Defined Contribution Retirement PlanTrustees of Deerfield Academ…$127M
End-of-year total assets ($M) among Council on Foreign Relations 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$128M
Net Income$21M
Employer EIN131628168
Plan Effective Date1935-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Council on Foreign Relations)

Sponsor-wide plan assets over time

All Council on Foreign Relations plans reported in each filing year

Latest sponsor-wide plan assets
$165M 28.622924921518482% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $128M $165M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 334 $128M
2023 1 345 $148M
2024 1 370 $165M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Council on Foreign Relations 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Council on Foreign Relations 403(b) Retirement Plan, Total assets ($B): 0.127989376 · Participants: 334Council on Foreign Relations 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Council on Foreign Relations 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Council on Foreign Relations 403(b) Retirement Plan side-by-side with 3 peers →

Council on Foreign Relations 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Augsburg University Defined Contribution Retirement Plan in MN ($128M); by covered participants it is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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.

Frequently Asked Questions

How did Council on Foreign Relations 403(b) Retirement Plan assets move in 2022? ▼
Council on Foreign Relations 403(b) Retirement Plan grew sharply - up 19.8% during 2022, from $107M to $128M. Reported net income was $21M.
How have Council on Foreign Relations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Council on Foreign Relations's sponsor-wide assets grew 28.6%, from $128M to $165M.
Where does Council on Foreign Relations 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Council on Foreign Relations 403(b) Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Council on Foreign Relations 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Augsburg University Defined Contribution Retirement Plan in MN ($128M, 726 participants).
Which Other plans cover a similar participant headcount to Council on Foreign Relations 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Stoughton Hospital Association Tax Deferred Annuity 403(b) Plan in WI (334 participants, $27M in assets).

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 131628168.

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.