Money Purchase · DOL Form 5500 · 2023
Research Foundation for Mental Hygiene, Inc. Money Purchase Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,122
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $152,152
- Avg per participant Above avg balance/head
Official DOL plan name: Research Foundation for Mental Hygiene, Inc. DC Retirement Plan · Sponsored by Research Foundation for Mental Hygiene, Inc. · New York · Professional & Technical Services
$171M in assets, 1,122 participants
Research Foundation for Mental Hygiene, Inc.'s Research Foundation for Mental Hygiene, Inc. DC Retirement Plan reported $171M in total assets and 1,122 participants in its 2023 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.
- #19,366 in Professional & Technical Services (20,321 peers)
Where Research Foundation for Mental Hygiene, Inc. DC Retirement Plan sits by assets
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan sits in the top 10% of all filed plans by assets, $171M for 1,122 participants (~$152,152/participant), up 11.0% in 2023.
- #19,366
- in Professional & Technical Services (20,321 peers)
- +11.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan's outsized position by total assets
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,714,747 Top 6% higher than 94% 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. DC Retirement 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. DC Retirement Plan lands in the large band (1,122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Research Foundation for Mental Hygiene, Inc. DC Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Research Foundation for Mental Hygiene, Inc. DC Retirement Plan end-of-year assets rose from $154M in the plan year 2022 filing to $171M in the plan year 2023 filing.
- Research Foundation for Mental Hygiene, Inc. DC Retirement Plan reported participants rose from 1,065 in the plan year 2022 filing to 1,122 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 141410842 · Research Foundation for Mental Hygiene, Inc. PY 2023 · Money Purchase
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan · $171M · 1,122 · 94th
- ASSETS $171M
- PCT 1,122
- EIN 94th
- RANK Money Purchase
- PHOTO near IBEW Local Union 375 Electricians' Retirement Plan
- IND ind #19366
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. DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $17M |
| Employer EIN | 141410842 |
| Plan Effective Date | 1995-01-01 |
| 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 Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.3B · 12,501
- Young Men's Christian Association Retirement Fund Retirement Plan $3.7B · 43,490
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.0B · 15,163
- Brookhaven Science Associates, LLC Retirement Plan $1.4B · 2,473
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 4,998
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($170M); by covered participants it is Local Union No 306 IBEW Pension Annuity Plan in OH (1,121 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,122 participants); asset peers above are excluded.
- Local Union No 306 IBEW Pension Annuity Plan (OH) 1,121 · 1 off
- Komatsu America Corp. Target Benefit/Defined Contribution Plan (IL) 1,121 · 1 off
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) 1,118 · 4 off
- Grand Lake Mental Health Center Money Purchase Plan (OK) 1,116 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.