Other · DOL Form 5500 · 2023
Research Foundation for Mental Hygiene, Inc. Retirement Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 1,340
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $149,148
- Avg per participant Above avg balance/head
Official DOL plan name: Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan · Sponsored by Research Foundation for Mental Hygiene, Inc. · New York · Professional & Technical Services
$200M in assets, 1,340 participants
Research Foundation for Mental Hygiene, Inc.'s Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan reported $200M in total assets and 1,340 participants in its 2023 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.
- #19,505 in Professional & Technical Services (20,321 peers)
Where Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan sits by assets
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan sits in the top 5% of all filed plans by assets, $200M for 1,340 participants (~$149,148/participant), up 9.3% in 2023.
- #19,505
- in Professional & Technical Services (20,321 peers)
- +9.3%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan's outsized position by total assets
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,858,948 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan lands in the large band (1,340 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan reported net income rose from -$29M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan reported participants rose from 554 in the plan year 2022 filing to 1,340 in the plan year 2023 filing.
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan end-of-year assets rose from $183M in the plan year 2022 filing to $200M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 141410842 · Research Foundation for Mental Hygiene, Inc. PY 2023 · Other
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan · $200M · 1,340 · 95th
- EIN $200M
- RANK 1,340
- PHOTO 95th
- IND Other
- EOY near Shepherd Center 403(b) Retirement Savings Plan
- 5500 ind #19505
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 Professional & Technical Services retirement plans → · Plans in New York →
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $17M |
| Employer EIN | 141410842 |
| Plan Effective Date | 1966-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Research Foundation for Mental Hygiene, Inc.)
Sponsor-wide plan assets over time
All Research Foundation for Mental Hygiene, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $400M 18.78016536218749% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,619 | $337M |
| 2023 | 2 | 2,462 | $371M |
| 2024 | 2 | 2,674 | $400M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Shepherd Center 403(b) Retirement Savings Plan in GA ($200M); by covered participants it is Morselife Tax Deferred Annuity Plan in FL (1,340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- Shepherd Center 403(b) Retirement Savings Plan (GA) $200M · 1,799
- Wheaton College Retirement Plan (MA) $199M · 565
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) $200M · 2,483
- Metro Health 403(b) Retirement Savings Plan (MI) $199M · 3,132
Similar participant headcount
Nearest other-state filings by covered participants (1,340 participants); asset peers above are excluded.
- Morselife Tax Deferred Annuity Plan (FL) 1,340 · 0 off
- Palm Beach Atlantic University 403(b)(7) Plan (FL) 1,339 · 1 off
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan (MA) 1,343 · 3 off
- Electricians Annuity Plan - IBEW Local 456 (NJ) 1,349 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.