Other · DOL Form 5500 · 2023

New York University Retirement Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
17,231
Participants Very large workforce
99th
Percentile by assets National rank
$67,930
Avg per participant Below avg balance/head
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Official DOL plan name: New York University Supplemental Tax Deferred Annuity Plan · Sponsored by New York University · New York · Educational Services

$1.2B in assets, 17,231 participants

New York University's New York University Supplemental Tax Deferred Annuity Plan reported $1.2B in total assets and 17,231 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,673 in Educational Services (3,735 peers)

Coverage in New York

New York University Supplemental Tax Deferred Annuity Plan covers 17,231 participants in New York, 22x the typical New York plan (state average ~798 per filing). Assets: $1.2B.

#3,673
in Educational Services (3,735 peers)
+9.0%
assets growth YoY
12×
vs typical plan assets (national mean)

New York University Supplemental Tax Deferred Annuity Plan's outsized position by total assets

New York University Supplemental Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,170,500,985 Top 1% higher than 99% of 127,068 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 2023

New York University Supplemental Tax Deferred Annuity Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York University Supplemental Tax Deferred Annuity Plan is a mega filing (17,231 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New York University Supplemental Tax Deferred Annuity Plan reported participants rose from 6,209 in the plan year 2022 filing to 17,231 in the plan year 2023 filing.
  • New York University Supplemental Tax Deferred Annuity Plan reported net income rose from -$184M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • New York University Supplemental Tax Deferred Annuity Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135562308 · New York University PY 2023 · Other

New York University Supplemental Tax Deferred Annuity Plan · $1.2B · 17,231 · 99th

  • 5500 $1.2B
  • 5500 17,231
  • 5500 99th
  • 5500 Other
  • 5500 near Lifespan Corporation 403(b)Retirement Plan
  • 5500 ind #3673

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 Educational Services retirement plans → · Plans in New York →

New York University Supplemental Tax Deferred Annuity Plan in the asset neighbourhood

New York University Supplemental Tax Deferred Annuity PlanNew York University Suppleme…$1.2BLifespan Corporation 403(b)Retirement PlanLifespan Corporation 403(b)R…$1.2BRetirement Savings Plan for Employees of West Penn Allegheny Health SystemRetirement Savings Plan for …$1.2BTemple University Health System, Inc. 403(b) PlanTemple University Health Sys…$1.2BDefined Contribution Retirement Plan for Faculty of the University of MiamiDefined Contribution Retirem…$1.1B
End-of-year total assets ($B) among New York University Supplemental Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.2B
Net Income$97M
Employer EIN135562308
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New York University)

Sponsor-wide plan assets over time

All New York University plans reported in each filing year

Latest sponsor-wide plan assets
$12.7B 30.815585757867964% vs 2022
2024 filing year
$9B$10B$11B$12B$13B$14B 202220232024 $9.74B $12.7B ▲ +30.8%
Year Plans Participants Total Assets
2022 7 34,505 $9.7B
2023 8 55,791 $11.4B
2024 7 48,031 $12.7B

Nearby Other Plans in New York

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

New York University Supplemental Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 100002000030000400005000060000 024681012 Total assets ($B) Participants New York University Supplemental Tax Deferred Annuity Plan, Total assets ($B): 1.170500985 · Participants: 17231New York University Supplemental Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
New York University Supplemental Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare New York University Supplemental Tax Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for New York University Supplemental Tax Deferred Annuity Plan

New York University Supplemental Tax Deferred Annuity Plan reports $1.2B in end-of-year assets across 17,231 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $67,930 per participant (49% of the national average assets-per-participant) . Net income for plan year 2023 was $97M.

This plan identity (EIN 135562308, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+17.9%) while covered participants moved from 6,209 to 12,441 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,209 $1.1B Open filing
2023 17,231 $1.2B This page
2024 · index core 12,441 $1.3B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

New York University Supplemental Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lifespan Corporation 403(b)Retirement Plan in RI ($1.2B); by covered participants it is Scripps Health 403(b) Plan in CA (16,944 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17,231 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did New York University Supplemental Tax Deferred Annuity Plan assets move in 2023? ▼
New York University Supplemental Tax Deferred Annuity Plan grew at a solid clip - up 9.0% during 2023, from $1.1B to $1.2B. Reported net income was $97M.
How have New York University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New York University's sponsor-wide assets grew 30.8%, from $9.7B to $12.7B.
Where does New York University Supplemental Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
New York University Supplemental Tax Deferred Annuity Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to New York University Supplemental Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Lifespan Corporation 403(b)Retirement Plan in RI ($1.2B, 9,416 participants).
Which Other plans cover a similar participant headcount to New York University Supplemental Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Scripps Health 403(b) Plan in CA (16,944 participants, $630M in assets).

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 135562308.

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.