Other · DOL Form 5500 · 2023

The Posse Foundation Retirement Plan

Data updated 2026-08-11

$8M
Total assets
167
Participants
53rd
Percentile by assets
$45,141
Avg per participant
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Official DOL plan name: The Posse Foundation Retirement Savings Plan · Sponsored by The Posse Foundation · New York · Educational Services

$8M in assets, 167 participants

The Posse Foundation's The Posse Foundation Retirement Savings Plan reported $8M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • 53rd percentile by assets (of 127,072 plans)
  • #1,354 in Educational Services (3,735 peers)

Coverage in New York

The Posse Foundation Retirement Savings Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $8M.

$8M
total plan assets (2023 EOY)
167
covered participants
53rd
percentile by assets (of 127,072 plans)
$45,141
avg assets per participant

Where The Posse Foundation Retirement Savings Plan sits by total assets

The Posse Foundation Retirement Savings Plan vs every filed plan by assets

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

$7,538,536 Top 47% higher than 53% 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

  • The Posse Foundation Retirement Savings Plan reported net income rose from -$737K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Posse Foundation Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Posse Foundation Retirement Savings Plan reported participants fell from 177 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Posse Foundation Retirement Savings Plan reports 167 participants - about 21% of that state average ($8M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN133840394
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Posse Foundation)

$5M$6M$7M$8M$9M$10M 202220232024 $5.86M $9.16M ▲ +56.3%
Total plan assets by year, all The Posse Foundation plans on file
Year Plans Participants Total Assets
2022 1 177 $6M
2023 1 167 $8M
2024 1 188 $9M

Nearby Other Plans in New York

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

The Posse Foundation Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Posse Foundation…, Total assets ($B): 0.007538536 · Participants: 167The Posse Foundation…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 …
The Posse Foundation Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Posse Foundation Retirement Savings … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Posse Foundation Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Posse Foundation Retirement Savings Plan assets move in 2023? ▼
The Posse Foundation Retirement Savings Plan grew sharply - up 28.7% during 2023, from $6M to $8M. Reported net income was $2M.
How have The Posse Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Posse Foundation's sponsor-wide assets grew 56.5%, from $6M to $9M.
Which Other plans are similar in size to The Posse Foundation Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Titusville Area Hospital Tsa Annuity Plan in PA ($8M, 108 participants).

Next read for The Posse Foundation Retirement Savings …

Filing takeaways

Ways to act on The Posse Foundation Retirement Savings Plan's numbers.

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 133840394.

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.