Other · DOL Form 5500 · 2023

Vera Institute of Justice, Inc. Retirement Plan

Data updated 2026-08-11

$17M
Total assets
290
Participants
70th
Percentile by assets
$59,490
Avg per participant
PlainRetire home → About this data

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.

  • 70th percentile by assets (of 127,072 plans)
  • #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.

$17M
total plan assets (2023 EOY)
290
covered participants
70th
percentile by assets (of 127,072 plans)
$59,490
avg assets per participant

Where Vera Institute of Justice Tax Sheltered Annuity Plan sits 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 $2,010,000,000 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

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 →

State
Industry

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Vera Institute of Justice Tax Sheltered Annuity Plan reports 290 participants - about 36% of that state average ($17M EOY assets).

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.)

$15M$20M$25M$30M 202220232024 $19.7M $27.6M ▲ +40.0%
Total plan assets by year, all Vera Institute of Justice, Inc. plans on file
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 ($B) Participants Vera Institute of Ju…, Total assets ($B): 0.017252105 · Participants: 290Vera Institute of Ju…Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
Vera Institute of Justice Tax Sheltered Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Vera Institute of Justice Tax Sheltered Annuity Plan by total assets, not by location.

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).

Next read for Vera Institute of Justice Tax Sheltered …

Filing takeaways

Ways to act on Vera Institute of Justice Tax Sheltered Annuity Plan's numbers.

  • By total assets, Vera Institute of Justice Tax Sheltered Annuity Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans
  • Vera Institute of Justice, Inc.'s sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Other Services plans