Other · DOL Form 5500 · 2023

Research Foundation for Mental Hygiene, Inc. Retirement Plan

Data updated 2026-08-11

$200M
Total assets
1,340
Participants
95th
Percentile by assets
$149,148
Avg per participant
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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.

  • 95th percentile by assets (of 127,072 plans)
  • #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.

$200M
total plan assets (2023 EOY)
1,340
covered participants
95th
percentile by assets (of 127,072 plans)
$149,148
avg assets per participant

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.

See the national 2022→2023 release diff →

Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan vs the 2023 asset distribution

By assets, Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$200M
Net Income$17M
Employer EIN141410842
Plan Effective Date1966-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Research Foundation for Mental Hygiene, Inc.)

$320M$340M$360M$380M$400M$420M 202220232024 $337M $400M ▲ +18.8%
Total plan assets by year, all Research Foundation for Mental Hygiene, Inc. plans on file
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.

Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan vs. nearby Other plans in New York, assets vs. participants

Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Research Foundation …Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan assets move in 2023?
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan grew at a solid clip - up 9.3% during 2023, from $183M to $200M. Reported net income was $17M.
How have Research Foundation for Mental Hygiene, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Research Foundation for Mental Hygiene, Inc.'s sponsor-wide assets grew 18.8%, from $337M to $400M.
Where does Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan rank by assets among Form 5500 filers?
Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan?
Among Other plans in other states, the closest by assets is Shepherd Center 403(b) Retirement Savings Plan in GA ($200M, 1,799 participants).

Next read for Research Foundation for Mental Hygiene, …

Scale reading

Ways to act on Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan's numbers.