Other · DOL Form 5500 · 2023
Ford Foundation Retirement Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 348
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $475,345
- Avg per participant High balance/head
Official DOL plan name: Ford Foundation Savings Plan · Sponsored by Ford Foundation · New York · Other Services
$165M in assets, 348 participants
Ford Foundation's Ford Foundation Savings Plan reported $165M in total assets and 348 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.
- #7,713 in Other Services (7,857 peers)
Coverage in New York
Ford Foundation Savings Plan covers 348 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $165M.
- #7,713
- in Other Services (7,857 peers)
- +24.1%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Ford Foundation Savings Plan's outsized position by total assets
Ford Foundation Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$165,420,132 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
Ford Foundation 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. Ford Foundation Savings Plan sits mid-pack in the medium band (348 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ford Foundation Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Ford Foundation Savings Plan end-of-year assets rose from $133M in the plan year 2022 filing to $165M in the plan year 2023 filing.
- Ford Foundation Savings Plan reported participants rose from 294 in the plan year 2022 filing to 348 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131684331 · Ford Foundation PY 2023 · Other
Ford Foundation Savings Plan · $165M · 348 · 94th
- EBSA $165M
- EBSA 348
- EBSA 94th
- EBSA Other
- EBSA near Merrimack College 403(b) Retirement Plan
- EBSA ind #7713
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 Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $32M |
| Employer EIN | 131684331 |
| Plan Effective Date | 1980-10-01 |
| Filing Status | FILING 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
| 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.
- 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
Ford Foundation Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Merrimack College 403(b) Retirement Plan in MA ($165M); by covered participants it is Notre Dame Health Care Center, Inc. 403(b) Savings Plan in MA (348 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Merrimack College 403(b) Retirement Plan (MA) $165M · 1,058
- Marin General Hospital 403(b) Retirement Plan (CA) $165M · 1,764
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) $165M · 1,491
- North Central College Defined Contribution Retirement Plan (IL) $165M · 952
Similar participant headcount
Nearest other-state filings by covered participants (348 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.