Other · DOL Form 5500 · 2023
Environmental Defense Fund, Inc. Retirement Plan
Data updated 2026-08-25
- $158M
- Total assets Near avg plan size
- 866
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $182,427
- Avg per participant Above avg balance/head
Official DOL plan name: Environmental Defense Fund Retirement Savings Plan · Sponsored by Environmental Defense Fund, Inc. · New York · Other Services
$158M in assets, 866 participants
Environmental Defense Fund, Inc.'s Environmental Defense Fund Retirement Savings Plan reported $158M in total assets and 866 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.
- #7,705 in Other Services (7,857 peers)
Where Environmental Defense Fund Retirement Savings Plan sits by assets
Environmental Defense Fund Retirement Savings Plan sits in the top 10% of all filed plans by assets, $158M for 866 participants (~$182,427/participant), up 19.1% in 2023.
- #7,705
- in Other Services (7,857 peers)
- +19.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Environmental Defense Fund Retirement Savings Plan's outsized position by total assets
Environmental Defense Fund Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$157,982,048 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
Environmental Defense Fund Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Environmental Defense Fund Retirement Savings Plan sits mid-pack in the medium band (866 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Environmental Defense Fund Retirement Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Environmental Defense Fund Retirement Savings Plan reported participants rose from 636 in the plan year 2022 filing to 866 in the plan year 2023 filing.
- Environmental Defense Fund Retirement Savings Plan end-of-year assets rose from $133M in the plan year 2022 filing to $158M in the plan year 2023 filing.
DOL schedule card
Filing strip 116107128 · Environmental Defense Fund, Inc. PY 2023 · Other
Environmental Defense Fund Retirement Savings Plan · $158M · 866 · 94th
- EOY $158M
- 5500 866
- ASSETS 94th
- PCT Other
- EIN near Genesis Healthcare System Tda Thrift Plan
- RANK ind #7705
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 Other Services retirement plans → · Plans in New York →
Environmental Defense Fund Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $158M |
| Net Income | $25M |
| Employer EIN | 116107128 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Environmental Defense Fund, Inc.)
Sponsor-wide plan assets over time
All Environmental Defense Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 24.431568986462622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 636 | $133M |
| 2023 | 1 | 866 | $158M |
| 2024 | 1 | 903 | $165M |
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
Environmental Defense Fund Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Genesis Healthcare System Tda Thrift Plan in OH ($158M); by covered participants it is Downtown Emergency Service Center 403(b) Plan in WA (866 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($158M here).
- Genesis Healthcare System Tda Thrift Plan (OH) $158M · 3,167
- Berea College Retirement Plan (KY) $158M · 843
- Milwaukee School of Engineering Defined Contribution Plan (WI) $158M · 454
- Lawrenceville School Defined Contribution Retirement Plan (NJ) $159M · 412
Similar participant headcount
Nearest other-state filings by covered participants (866 participants); asset peers above are excluded.
- Downtown Emergency Service Center 403(b) Plan (WA) 866 · 0 off
- Coleman Professional Services Employees 403b Plan (OH) 867 · 1 off
- IBEW Local Union 269 Annuity Fund (NJ) 868 · 2 off
- Phillips Exeter Academy Retirement Plan (NH) 868 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.