Other · DOL Form 5500 · 2023
New York University Retirement Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 17,231
- Participants
- 99th
- Percentile by assets
- $67,930
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.2B
- total plan assets (2023 EOY)
- 17,231
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $67,930
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. New York University Supplemental Tax Deferred Annuity Plan reports 17,231 participants - 22x that state average ($1.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $97M |
| Employer EIN | 135562308 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York University)
| 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
- 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
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 Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $5.4B, 10,678 participants)
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $4.6B, 6,880 participants)
- New York University Supplemental Tax Deferred Annuity Plan (Other, $1.3B, 12,441 participants)
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (Other, $1000M, 10,953 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to New York University Supplemental Tax Deferred Annuity Plan by total assets, not by location.
- Lifespan Corporation 403(b)Retirement Plan (RI) $1.2B · 9,416
- Retirement Savings Plan for Employees of West Penn Allegheny Health System (PA) $1.2B · 6,182
- Temple University Health System, Inc. 403(b) Plan (PA) $1.2B · 11,971
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) $1.1B · 972
Frequently Asked Questions
How did New York University Supplemental Tax Deferred Annuity Plan assets move in 2023? ▼
How have New York University plan assets changed over time? ▼
Where does New York University Supplemental Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on New York University Supplemental Tax Deferred Annuity Plan's numbers.
- By total assets, New York University Supplemental Tax Deferred Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- New York University's sponsor-wide assets have grown 30.8% since 2022 across 3 plan years on file. More Educational Services plans