Other · DOL Form 5500 · 2023

Ford Foundation Retirement Plan

Data updated 2026-08-25

$287M
Total assets Near avg plan size
80
Participants Small participant base
96th
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: Ford Foundation Retirement Plan · Sponsored by Ford Foundation · New York · Other Services

$287M in assets, 80 participants

Ford Foundation's Ford Foundation Retirement Plan reported $287M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,780 in Other Services (7,857 peers)

Where Ford Foundation Retirement Plan sits by assets

Ford Foundation Retirement Plan sits in the top 5% of all filed plans by assets, $287M for 80 participants (~$3.6M/participant), up 9.8% in 2023.

#7,780
in Other Services (7,857 peers)
+9.8%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Ford Foundation Retirement Plan's outsized position by total assets

Ford Foundation Retirement Plan vs every filed plan by assets

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

$287,214,199 Top 4% higher than 96% 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

Ford Foundation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ford Foundation Retirement Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ford Foundation Retirement Plan reported net income rose from -$48M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Ford Foundation Retirement Plan reported participants fell from 97 in the plan year 2022 filing to 80 in the plan year 2023 filing.
  • Ford Foundation Retirement Plan end-of-year assets rose from $262M in the plan year 2022 filing to $287M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131684331 · Ford Foundation PY 2023 · Other

Ford Foundation Retirement Plan · $287M · 80 · 96th

  • TYPE $287M
  • NET 80
  • BOOK 96th
  • VS-ST Other
  • BOY near Denison University Retirement Plan
  • SCH ind #7780

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 →

Ford Foundation Retirement Plan in the asset neighbourhood

Operating Engineers Local 428 Annuity Trust FundOperating Engineers Local 42…$291MConnecticut College Defined Contribution and Tda Retirement PlanConnecticut College Defined …$288MFord Foundation Retirement PlanFord Foundation Retirement P…$287MDenison University Retirement PlanDenison University Retiremen…$287MCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement PlanCatholic Medical Center 403(…$284M
End-of-year total assets ($M) among Ford Foundation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$287M
Net Income$26M
Employer EIN131684331
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ford Foundation)

Sponsor-wide plan assets over time

All Ford Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$491M 24.41229886245593% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $395M $491M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 391 $395M
2023 2 428 $453M
2024 2 397 $491M

Nearby Other Plans in New York

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

Ford Foundation Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ford Foundation Retirement Plan, Total assets ($B): 0.287214199 · Participants: 80Ford Foundation Retirement 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
Ford Foundation Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ford Foundation Retirement Plan side-by-side with 3 peers →

Ford Foundation Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Denison University Retirement Plan in OH ($287M); by covered participants it is Trillium Employment Services Retirement Plan in WA (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Ford Foundation Retirement Plan assets move in 2023? ▼
Ford Foundation Retirement Plan grew at a solid clip - up 9.8% during 2023, from $262M to $287M. Reported net income was $26M.
How have Ford Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ford Foundation's sponsor-wide assets grew 24.4%, from $395M to $491M.
Where does Ford Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Ford Foundation Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Ford Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Denison University Retirement Plan in OH ($287M, 1,052 participants).
Which Other plans cover a similar participant headcount to Ford Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Trillium Employment Services Retirement Plan in WA (80 participants, $3M 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 131684331.

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.