Other · DOL Form 5500 · 2023
New York University Retirement Plan
Data updated 2026-08-25
- $4.9B
- Total assets Very large vs avg
- 10,107
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $482,442
- Avg per participant High balance/head
Official DOL plan name: New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration · Sponsored by New York University · New York · Educational Services
$4.9B in assets, 10,107 participants
New York University's New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration reported $4.9B in total assets and 10,107 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #3,724 in Educational Services (3,735 peers)
Coverage in New York
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration covers 10,107 participants in New York, 13x the typical New York plan (state average ~798 per filing). Assets: $4.9B.
- #3,724
- in Educational Services (3,735 peers)
- +15.5%
- assets growth YoY
- 49×
- vs typical plan assets (national mean)
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration's outsized position by total assets
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,876,044,145 Highest reported value at or above every one 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
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration'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 Retirement Plan for Members of the Faculty, Professional Research Staff and Administration is a mega filing (10,107 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration reported net income rose from -$598M in the plan year 2022 filing to $653M in the plan year 2023 filing.
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration reported participants rose from 8,299 in the plan year 2022 filing to 10,107 in the plan year 2023 filing.
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration end-of-year assets rose from $4.2B in the plan year 2022 filing to $4.9B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 135562308 · New York University PY 2023 · Other
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration · $4.9B · 10,107 · 100th
- SCH $4.9B
- SCH 10,107
- SCH 100th
- SCH Other
- SCH near Fca US LLC Salaried Employees' Savings Plan
- SCH ind #3724
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 Retirement Plan for Members of the Faculty, Professional Research Staff and Administration in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4.2B |
|---|---|
| Net Assets (End of Year) | $4.9B |
| Net Income | $653M |
| Employer EIN | 135562308 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING 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
| 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.
- 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 Retirement Plan for Members of the Faculty, Professional Research Staff and Administration
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration reports $4.9B in end-of-year assets across 10,107 participants (0.040% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $482,442 per participant (3.5x the national average assets-per-participant) . Net income for plan year 2023 was $653M.
This plan identity (EIN 135562308, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.2B to $5.4B (+28.9%) while covered participants moved from 8,299 to 10,678 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,299 | $4.2B | Open filing |
| 2023 | 10,107 | $4.9B | This page |
| 2024 · index core | 10,678 | $5.4B | 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)
New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Fca US LLC Salaried Employees' Savings Plan in MI ($4.8B); by covered participants it is Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan in OH (10,060 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.9B here).
- Fca US LLC Salaried Employees' Savings Plan (MI) $4.8B · 16,630
- Caltech Base Retirement Plan (CA) $4.8B · 10,682
- The Mitre Corporation Tax Sheltered Annuity Plan (MA) $4.7B · 11,980
- Fca US LLC UAW Savings Plan (MI) $4.7B · 49,473
Similar participant headcount
Nearest other-state filings by covered participants (10,107 participants); asset peers above are excluded.
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) 10,060 · 47 off
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) 9,997 · 110 off
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) 9,949 · 158 off
- Drexel University Defined Contribution Retirement Plan (PA) 9,774 · 333 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.