Other · DOL Form 5500 · 2023

Vera Institute of Justice, Inc. Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
290
Participants Below avg headcount
70th
Percentile by assets National rank
$59,490
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vera Institute of Justice Tax Sheltered Annuity Plan · Sponsored by Vera Institute of Justice, Inc. · New York · Other Services

$17M in assets, 290 participants

Vera Institute of Justice, Inc.'s Vera Institute of Justice Tax Sheltered Annuity Plan reported $17M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,550 in Other Services (7,857 peers)

Coverage in New York

Vera Institute of Justice Tax Sheltered Annuity Plan covers 290 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $17M.

#6,550
in Other Services (7,857 peers)
+31.3%
assets growth YoY

Vera Institute of Justice Tax Sheltered Annuity Plan's outsized position by total assets

Vera Institute of Justice Tax Sheltered Annuity Plan vs every filed plan by assets

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

$17,252,105 Top 30% higher than 70% 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

Vera Institute of Justice Tax Sheltered Annuity 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. Vera Institute of Justice Tax Sheltered Annuity Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vera Institute of Justice Tax Sheltered Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Vera Institute of Justice Tax Sheltered Annuity Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Vera Institute of Justice Tax Sheltered Annuity Plan reported participants fell from 302 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131941627 · Vera Institute of Justice, Inc. PY 2023 · Other

Vera Institute of Justice Tax Sheltered Annuity Plan · $17M · 290 · 70th

  • BOY $17M
  • SCH 290
  • EBSA 70th
  • PART Other
  • TYPE near Winterthur Employee Retirement Plan
  • NET ind #6550

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 →

Vera Institute of Justice Tax Sheltered Annuity Plan in the asset neighbourhood

Adhesives Research, Inc. Employee Stock Bonus PlanAdhesives Research, Inc. Emp…$17MVera Institute of Justice Tax Sheltered Annuity PlanVera Institute of Justice Ta…$17MWinterthur Employee Retirement PlanWinterthur Employee Retireme…$17MHillbrook School Defined Contribution Retirement PlanHillbrook School Defined Con…$17MSafe-Harbor 403(b) Thrift Plan for Employees of Knute NelsonSafe-Harbor 403(b) Thrift Pl…$17M
End-of-year total assets ($M) among Vera Institute of Justice Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN131941627
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vera Institute of Justice, Inc.)

Sponsor-wide plan assets over time

All Vera Institute of Justice, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 40.0175600906037% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $27.6M ▲ +40.0%
Year Plans Participants Total Assets
2022 2 523 $20M
2023 2 432 $24M
2024 2 368 $28M

Nearby Other Plans in New York

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

Vera Institute of Justice Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Vera Institute of Justice Tax Sheltered Annuity Plan, Total assets ($B): 0.017252105 · Participants: 290Vera Institute of Justice Tax Sheltered Annuity 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
Vera Institute of Justice Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Vera Institute of Justice Tax Sheltered Annuity Plan side-by-side with 3 peers →

Vera Institute of Justice Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Winterthur Employee Retirement Plan in DE ($17M); by covered participants it is Shady Side Academy Retirement Plan in PA (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Vera Institute of Justice Tax Sheltered Annuity Plan assets move in 2023? ▼
Vera Institute of Justice Tax Sheltered Annuity Plan surged - up 31.3% during 2023, from $13M to $17M. Reported net income was $4M.
How have Vera Institute of Justice, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vera Institute of Justice, Inc.'s sponsor-wide assets grew 40.0%, from $20M to $28M.
Which Other plans are similar in size to Vera Institute of Justice Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Winterthur Employee Retirement Plan in DE ($17M, 281 participants).
Which Other plans cover a similar participant headcount to Vera Institute of Justice Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Shady Side Academy Retirement Plan in PA (290 participants, $70M 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 131941627.

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.