Money Purchase · DOL Form 5500 · 2023

Research Foundation for Mental Hygiene, Inc. Money Purchase Plan

Data updated 2026-08-11

$171M
Total assets
1,122
Participants
94th
Percentile by assets
$152,152
Avg per participant
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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.

  • 94th percentile by assets (of 127,072 plans)
  • #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.

$171M
total plan assets (2023 EOY)
1,122
covered participants
94th
percentile by assets (of 127,072 plans)
$152,152
avg assets per participant

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.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Research Foundation for Mental Hygiene, Inc. DC Retirement Plan vs the 2023 asset distribution

By assets, Research Foundation for Mental Hygiene, Inc. DC Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$171M
Net Income$17M
Employer EIN141410842
Plan Effective Date1995-01-01
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 Money Purchase Plans in New York

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

Research Foundation for Mental Hygiene, Inc. DC Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants

Research Foundation for Mental Hygiene, Inc. DC Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Research Foundation …Tiaa Retirement PlanYoung Men's Christia…McKinsey & Company, …Brookhaven Science A…Iron Workers Locals …
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Research Foundation for Mental Hygiene, … side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Research Foundation for Mental Hygiene, Inc. DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Research Foundation for Mental Hygiene, Inc. DC Retirement Plan assets move in 2023? ▼
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan grew at a solid clip - up 11.0% during 2023, from $154M to $171M. 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. DC Retirement Plan rank by assets among Form 5500 filers? ▼
Research Foundation for Mental Hygiene, Inc. DC Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Research Foundation for Mental Hygiene, Inc. DC Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union 375 Electricians' Retirement Plan in PA ($170M, 658 participants).

Next read for Research Foundation for Mental Hygiene, …

Scale reading

Ways to act on Research Foundation for Mental Hygiene, Inc. DC Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141410842.

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.